Financial advisor

A friendly face and expert advice

Wherever and whenever it suits you, online or in person, an Ask Acorn financial advisor can take you through a personal financial review. This no-obligation assessment of your pensions, protection and life cover, and savings and investment needs is an excellent opportunity to see how you and your family can gain real financial security and reassurance, and make a financial plan for your future.

What can a financial advisor offer you?

There are measurable benefits to having a qualified financial advisor in your corner, guiding you through today’s maze of financial products and services. After learning about your specific current financial circumstances, your local Ask Acorn financial advisor can help you manage these and make your future financial goals achievable.

Taking professional financial advice will help you to put yourself on a firmer financial footing: a 2023 survey by Brokers Ireland revealed that 85% of people who took advice have a pension in place, compared to 35% who haven’t. At the same time, the average amount they save is also 60% higher.

Making a financial plan

• Taking the first step and talking to a local Ask Acorn financial advisor won’t cost you anything and may save you money.
• We can help you manage your money, to ensure you have enough to live on now, when you retire and when those you care for need cover.
• If you’re happy to take the next step, our Ask Acorn financial advisor will help you make a financial plan, explain everything clearly and show you the easiest way to turn your financial goals into a reality.

Note – Abbreviated qualifications are noted as the following:

• QFA – Qualified Financial Advisor
• CFP – Certified Financial Planner
• RPA –  Retirement Planning Advisor
• APA – Accredited Product Advisor