Embed Size (px)
Citation preview
An introduction
Gervase MacCourt QFA FLIA,
Managing Director
MacCourt Financial Planning Ltd.
46 Lower Leeson St., Dublin 2
Tel 01.6614800
Fax 01.6614878
E-mail: [email protected]
Web: www.maccourt.ie
Winners of the MoneyMate & Investor Magazine Award for Best Pension & Investment Advisor
Business Profile
• >350 individual clients
• >€150m funds under management
• All clients sourced by personal referrals
• Work with accountants / tax consultants / solicitors / other brokers
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
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
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
What we do
• Detailed analysis & recording of current financial circumstances & products
• Identify requirements / agree targets
• Suggest plan of action / strategy
• Implement agreed solutions
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
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)
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
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
Tools we use
• CFAR reporting system
• Extensive market research capability
• Value enhanced products
• Group purchasing power
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
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
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
Contact details
• Gervase MacCourt, Managing Director• Zoe Giltrap MacCourt, Director• Anne Costello, Administration Manager
Tel. 01.6614800Fax. 01.6614878E-mail: [email protected]: www.maccourt.ie46 Lower Leeson Street,Dublin 2
