Winners of the MoneyMate & Investor Magazine Award for Best Pension & Investment Advisor An introduction MacCourt Financial Planning Ltd. 46 Lower Leeson St., Dublin 2 Tel.
Download ReportTranscript Winners of the MoneyMate & Investor Magazine Award for Best Pension & Investment Advisor An introduction MacCourt Financial Planning Ltd. 46 Lower Leeson St., Dublin 2 Tel.
Slide 1
Winners of the MoneyMate &
Investor Magazine Award for
Best Pension & Investment
Advisor
An introduction
MacCourt Financial Planning Ltd.
46 Lower Leeson St., Dublin 2
Tel 01.6614800
Fax 01.6614878
E-mail: [email protected]
Web: www.maccourt.ie
Gervase MacCourt QFA FLIA,
Managing Director
Slide 2
Business Profile
•
•
•
•
>350 individual clients
>€150m funds under management
All clients sourced by personal referrals
Work with accountants / tax consultants /
solicitors / other brokers
Slide 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
Slide 4
Key Staff – over 70 years experience
Gervase MacCourt QFA FLIA, Managing Director, 30
years (Caledonian, Coyle Hamilton,MCFP), specialising
in Wealth Management, Retirement planning
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
Slide 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
Slide 6
What we do
• Detailed analysis & recording of current
financial circumstances & products
• Identify requirements / agree targets
• Suggest plan of action / strategy
• Implement agreed solutions
Slide 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
Slide 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)
Slide 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
Slide 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
Slide 11
Tools we use
•
•
•
•
CFAR reporting system
Extensive market research capability
Value enhanced products
Group purchasing power
Slide 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
Slide 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
Slide 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
Slide 15
Contact details
• Gervase MacCourt, Managing Director
• Zoe Giltrap MacCourt, Director
• Anne Costello, Administration Manager
Tel. 01.6614800
Fax. 01.6614878
E-mail: [email protected]
Web: www.maccourt.ie
46 Lower Leeson Street,
Dublin 2
Winners of the MoneyMate &
Investor Magazine Award for
Best Pension & Investment
Advisor
An introduction
MacCourt Financial Planning Ltd.
46 Lower Leeson St., Dublin 2
Tel 01.6614800
Fax 01.6614878
E-mail: [email protected]
Web: www.maccourt.ie
Gervase MacCourt QFA FLIA,
Managing Director
Slide 2
Business Profile
•
•
•
•
>350 individual clients
>€150m funds under management
All clients sourced by personal referrals
Work with accountants / tax consultants /
solicitors / other brokers
Slide 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
Slide 4
Key Staff – over 70 years experience
Gervase MacCourt QFA FLIA, Managing Director, 30
years (Caledonian, Coyle Hamilton,MCFP), specialising
in Wealth Management, Retirement planning
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
Slide 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
Slide 6
What we do
• Detailed analysis & recording of current
financial circumstances & products
• Identify requirements / agree targets
• Suggest plan of action / strategy
• Implement agreed solutions
Slide 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
Slide 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)
Slide 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
Slide 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
Slide 11
Tools we use
•
•
•
•
CFAR reporting system
Extensive market research capability
Value enhanced products
Group purchasing power
Slide 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
Slide 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
Slide 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
Slide 15
Contact details
• Gervase MacCourt, Managing Director
• Zoe Giltrap MacCourt, Director
• Anne Costello, Administration Manager
Tel. 01.6614800
Fax. 01.6614878
E-mail: [email protected]
Web: www.maccourt.ie
46 Lower Leeson Street,
Dublin 2