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An introduction Gervase MacCourt QFA FLIA, Managing Director MacCourt Financial Planning Ltd. 46 Lower Leeson St., Dublin 2 Tel 01.6614800 Fax 01.6614878.

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Presentation on theme: "An introduction Gervase MacCourt QFA FLIA, Managing Director MacCourt Financial Planning Ltd. 46 Lower Leeson St., Dublin 2 Tel 01.6614800 Fax 01.6614878."— Presentation transcript:

1 An introduction Gervase MacCourt QFA FLIA, Managing Director MacCourt Financial Planning Ltd. 46 Lower Leeson St., Dublin 2 Tel Fax Web: Winners of the MoneyMate & Investor Magazine Award for Best Pension & Investment Advisor

2 Business Profile >350 individual clients >€150m funds under management All clients sourced by personal referrals Work with accountants / tax consultants / solicitors / other brokers

3 Typical client profile Self employed / Owner director Requires an independent assessment of existing arrangements Requires a documented and targeted wealth management / retirement plan Has financial plans / products already in place but may not have a comprehensive overall strategy

4 Key Staff – over 70 years experience Zoe Giltrap MacCourt QFA LCOI, Director, 18 years (MCFP), specialising in Self Administered Pension Schemes Anne Costello, Administration Manager, 22 years, (Goodbody Stockbrokers, Allied Irish Banks, National Deposit Brokers, MCFP), specialising in Investments, Pensions, Personal Insurance Gervase MacCourt QFA FLIA, Managing Director, 30 years (Caledonian, Coyle Hamilton,MCFP), specialising in Wealth Management, Retirement planning

5 Who we are Independent financial advisors and brokers, established 1991 Fee or commission based = transparent earnings Represent wide range of banks, stockbrokers, insurance & investment companies

6 What we do Detailed analysis & recording of current financial circumstances & products Identify requirements / agree targets Suggest plan of action / strategy Implement agreed solutions

7 What to expect Professional and independent advice Prompt responses Detailed fact-find / recording of existing financial circumstances Evaluation and agreement of financial goals / priorities A realistic look at adequacy of existing arrangements Written review and report / recommendations Ongoing regular reviews against targets

8 Regulation Licenced by the Central Bank of Ireland as ‘Section 10’ Authorised Advisors Member of The Irish Brokers Association (IBA) Member of The Professional Insurance Brokers Association (PIBA) MacCourt Trustees Ltd. approved by the Revenue Commissioners as a Pensioneer Trustee since 1995 (to operate Self Administered Pension Schemes)

9 Security Non cash handlers – cheques payable directly to bank / insurer – no access to client funds Bonded by the Irish Brokers Association Compensation Fund Member of The Investor Compensation Company

10 Fee based advice Fees usually paid by commissions earned - most clients in surplus Transparent fee agreement Fee based advice allows enhanced value for money - access to ‘wholesale’ pricing structures Quarterly statements of time spent and commissions earned Detailed statements of activity – most transparent and comprehensive in Irish marketplace

11 Tools we use CFAR reporting system Extensive market research capability Value enhanced products Group purchasing power

12 CFAR reporting system Unique to and designed by MacCourt Financial Planning No comparable product in the Irish marketplace Constantly updated to reflect changes in tax, legislation and the marketplace Instant initial reporting / analysis – at first meeting – no substantial ‘one off’ report charge

13 CFAR Modules Summary of overall assets Current personal investment portfolio Sample model portfolios Pensions audit Income from all sources Estate valuation Life assurance audit Disability insurance audit Summary of personal information

14 Some of the products we review and arrange Investments –Deposits, Shares, Investment funds Pensions, –Personal / self employed –Executive / director –Self administered pensions –PRSA’s Protection –Keyman / partnership insurance –Inheritance tax cover –Critical illness insurance –Permanent health / income continuance cover –Mortgage protection –Personal life assurance

15 Contact details Gervase MacCourt, Managing Director Zoe Giltrap MacCourt, Director Anne Costello, Administration Manager Tel Fax Web: 46 Lower Leeson Street, Dublin 2


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