Financial planners in Dublin

We make a lasting impact on individuals and families across Dublin by creating financial plans that help them achieve their goals.

Financial planning in Dublin

We are genuinely personal, thoughtful and experienced financial planners based in Dublin. We support individuals and families, each with their own story, as they navigate business ownership, building wealth, planning for retirement, and leaving a legacy.

Founded by Rory Brazil, a Qualified Financial Advisor and Certified Financial Planner, we combine experience and expertise to help you make sense of your finances.

Financial planning for business owners in Dublin

Business owners in Dublin are juggling company finances alongside their personal wealth, and as retirement approaches, it brings important conversations around a potential exit or sale.

A financial plan will help you understand what “enough” looks like, extract value tax-efficiently, and build long-term security beyond your business. As financial planners in Dublin, we help you make better use of pensions, investments and company structures to create a more resilient financial position over time.

Financial planning for building wealth in Dublin

When you’re an individual or couple building wealth in Dublin, you want to turn your income and assets into long-term security, which will one day lead you to financial freedom.

Whether you’re planning for retirement, supporting your children’s education, or aiming to grow your wealth, a clear plan created by financial planners in Dublin helps you stay focused. It brings structure to decisions around saving, investing, and tax, so your money works hand in hand with the life you want to build.

Retirement planning in Dublin

Turn years of saving and building wealth into a clear, sustainable income for the future. As retirement approaches or begins, it brings important conversations about what “enough” looks like, how to draw income tax-efficiently, and how to protect against longer life expectancy and rising costs.

As financial planners in Dublin, we’ll bring your pensions, savings and investments together, creating confidence that your money will support the lifestyle you want in retirement.

Inheritance Tax planning in Dublin

Inheritance Tax planning is about ensuring the wealth you’ve built can be passed on to reflect your wishes, rather than being reduced by unnecessary tax. As your assets grow, it brings important conversations around who you want to benefit, and how much you can afford to give during your lifetime.

A clear financial plan helps you understand your potential Inheritance Tax position. As financial planners in Dublin, we help bring everything together to create a more efficient approach to passing on wealth.

    
 
 
      Posted on Google  
   
   Des Murphy 
 148 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Rory Brazil and Brazil Financial Planning have been managing our company employees' pension investments for over 15 years. Throughout that time, Rory has provided outstanding service, expert advice, and a level of professionalism that has earned our complete trust.

He is knowledgeable, responsive, and always takes the time to explain matters clearly, ensuring both management and employees feel confident about their pension arrangements. His proactive approach and genuine commitment to his clients have made a significant difference over the years.

I would highly recommend Rory and Brazil Financial Planning to any business looking for reliable, experienced, and trustworthy pension and financial planning advice.
  
 
     Posted on Google  
   
   Kathleen Moloney 
 148 days ago
 
 
 Trustindex verifies that the original source of the review is Google. They are very professional, helpful and respond immediately to any queries. We have had a very positive experience in dealing with Rory and would highly recommend him for advice on financial planning.
  
 
     Posted on Google  
   
   Roland Woods 
 494 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been using Brazil Financial for the past 12 years and have been happy with everything that they has done. We have regular meetings for investment and pension planning and they are always available for any advice
  
 
     Posted on Google  
   
   Ciara Mc Clafferty 
 495 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Rory is a straight talker and gives good, thoughtful advice when it comes to pensions.
He is also a pleasure to deal with and I highly recommend him.
  
 
     Posted on Google  
   
   Joe Lynch 
 502 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Excellent financial advice, always listening to understand personal situation and any changes that need to be considered.
  
 
     Posted on Google  
   
   Lena Jennings 
 506 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have gone to Rory for all things pension and insurance with our business for many years now and he was always been excellent. He is quick to respond with our queries and always very thorough at going through the various options available to us. We would highly recommend for a very knowledgeable and personable experience.
  
 
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   Lynda Kealy 
 508 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I've been a client of Rory's for many years, and I couldn't recommend him more highly. He has consistently provided clear, thoughtful, and reliable advice across all aspects of my financial and pension planning. His professionalism and personal attention have given me great peace of mind, and I really value the trust and confidence I’ve developed in him over time. An outstanding advisor and a pleasure to deal with.
  
 
     Posted on Google  
   
   John Craven 
 509 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Brazil Financials has been our trusted
go to for the last number of years and I hope for many more, we have relied on Rory for a number of important long term decisions around pensions, and plenty of other products.
  
 
     Posted on Google  
   
   Adrian Smyth 
 2208 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Always find Rory to be personal and professional. Definitely worth dropping him an email or phone call if you need financial advice and guidance
  
 
     Posted on Google  
   
   Kevin Mc Gale 
 2225 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Rory and Brazil Financial Planning provide an in-depth thorough service that is honest and reliable. I have worked with Rory in the areas of pension planning, income protection and mortgage protection and more recently in the area of whole life financial planning. I find advice and recommendations from Rory  always to be on point, in my best interests and with the needs of me, my family and my business at the forefront. I highly recommend Brazil Financial Planning

FAQs

You’ll likely have more questions about how we work. Hopefully, these help answer a few of them.

Can I choose between meeting in person or on a video call?

Yes, you can choose between meeting in person or by video call. We aim to make meetings as convenient and flexible as possible.

How long has Brazil Financial Planning been providing financial advice?

We have been providing financial advice since November 2009. During that time, we have supported clients with a wide range of financial planning needs.

Where are you based, and do you work with clients outside your local area?

We are based in Dublin and work with clients across Ireland. Many of our clients are based outside the local area and meetings can be arranged remotely where needed.

Do I have to pay for an initial meeting?

No, the initial meeting is provided at our expense. This allows you to discuss your situation and understand how we may be able to help.

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