Fidem Private Clients
Welcome to Fidem Private Clients, where we specialize in delivering personalized financial solutions tailored to your unique goals. With our expert guidance, you can confidently navigate the complexities of finance and achieve great results.
Financial Reviews
We will assess a persons current circumstances and explore their financial goals and help them design a suitable plan to achieve these over the short, medium and long-term time horizons.
Retirement Planning
We will assess current structures for their value and suitability. If there is no retirement plan in place we will arrange a suitable cost effective plan.
Inheritance and Succession Planning
We will guide and arrange for a tax efficient and life practical solution to transfer assets from one generation to the next.
Protection
We can arrange suitable cover in the event of death, incapacity and serious illness. We can help protect not only the family but also the persons income and business assets.
Our Story
Fidem Private Clients was formed in 2024 as a new advisory firm.
Fidem Private Clients was formed in 2024 as a new advisory firm. As the number of impartial Irish financial advisory firms continues to reduce, we felt the timing right to launch Fidem Private Clients. We place our clients to the forefront in everything we do. We listen to our clients, we assess their circumstances, research the market and provide individually tailored solutions for our clients. Through our many years of experience we have built up an extensive knowledge and expertise of the financial services available for individuals, families and businesses in Ireland.
Our Clients
We work with both Corporate and Individual clients and cater our services based on client type.
Corporate
We continue to work with large Multi-National companies as well as Indigenous Irish companies throughout the country. We also work with a large cohort of professional self-employed individuals. We design and implement private pensions, company sponsored retirement plans, corporate protection schemes and individual financial plans. Our clients value us for our expertise, efficiency, our ethical standards and our practical approach.
Individual Clients
We understand that each of our clients will have different requirements. We cater for individuals across all stages of life. Our clients vary from those beginning their careers, to those raising families and progressing their careers, to those already retired and looking to pass on their estates to the next generation in an effective and efficient manner. We realise how busy people’s lives are and recognise the importance it is spending time with clients to help them navigate their financial lives.
We are proud to continue to provide financial solutions for individuals who have worked in the following organisations:
Why We Are Different
What sets us apart from other financial services companies?
01.
Knowledge
Our consulting team have worked with companies and individuals across a broad spectrum of Irish society for over twenty years. We have seen many changes in both legislation and economic environments over this time. We have always been adept and agile at evolving as and when changes occur whilst ensuring our clients needs are best served.
02.
Integrity
Our clients are the most important part of our business. We take the responsibility placed in us by our clients very seriously. We will always endeavour to provide the best solutions for our clients.
03.
Innovation
We are always open to new technologies and innovations that will benefit our ability to serve our clients best. We are also open to partnering with other professional service providers in areas outside of what Fidem Private Clients specialise in. It is through this collaborative approach we have found great success is finding the best solutions for our client. However, our underlying core values remain the same and our solutions remain life practical.
04.
Trust
The relationship between us and our clients is based upon mutual trust. We never take for granted the trust our clients place in us.
Get In Touch!
We are looking forward to speaking with you.
Please fill out the contact form and we will be in touch. to discuss your requirements or answer any questions you may have.