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Financial Planning Dublin
Get a clearer view of your finances with no-fee advice that helps you understand where you are, what you may need and what sensible step to take next.
30+ Years’ Experience
Nationwide Service
Financial planning should make life feel simpler
Financial planning is not about having every product in place or trying to solve everything at once.
It is about understanding your current position, identifying what matters most to you and making the next smart financial decision at the right time.
At Covermore, we help you look at the bigger picture across your mortgage, protection, pension, savings, investments and future plans.
Whether you are building a family, reviewing your finances after a major life change, running a business or simply unsure where to start, we provide clear, no-fee financial advice that helps you move forward with confidence.
Thank you,
Raphael Ihuoma.
I highly recommend Nigel and Covermore Insurance to anyone looking for reliable coverage and top-tier customer service.
What really stood out was the level of care and dedication he showed nothing was too much trouble, every question was answered promptly, and we always felt completely supported. It’s rare to come across someone so knowledgeable and genuinely committed to getting the best result for their clients.
Thanks to Barry, what could have been a stressful process was handled smoothly and with total confidence. We can’t recommend Covermore highly enough.
We had a fantastic experience with Covermore Financial, and especially with Eric. From start to finish, the mortgage process was smooth and well-handled. Eric’s professionalism, knowledge, and guidance made everything so much easier for us. He truly went above and beyond.
We are delighted with our new home and very grateful for the excellent support we received. Couldn’t recommend Covermore Financial enough!
Emilia was incredibly knowledgeable, patient, and supportive. She took the time to understand my needs and guided me through the mortgage process with clarity and confidence Her professionalism and attention to detail made the entire experience smooth and stress-free.
I wholeheartedly recommend Emilia and the team at Covermore Financial to anyone seeking reliable and expert financial or mortgage services. They go above and beyond for their clients, and I couldn’t be happier with the outcome.
Financial planning support for every stage
No-Fee Financial Review
Get a clearer understanding of your current financial position and the next step that may make sense for you.
Annual Financial Review
Review your mortgage, protection, pension, savings and investments as your life, income and goals change.
Financial Planning for Families
Create a clearer plan around protecting your family, building savings, planning for education and preparing for the future.
Financial Planning for Business Owners
Review your pension, protection, savings, investments and long-term financial plans as a company director, sole trader, partner or business owner.
Shareholder and Partnership Protection
Help provide clarity and financial protection if a shareholder or business partner dies or becomes seriously ill.
Investment and Wealth Planning
Explore longer-term wealth planning, investment opportunities and ways to build financial security beyond the business
Why choose Covermore?
At Covermore, we believe good advice starts with a proper conversation. We take the time to understand your life, your concerns, your goals and what you already have in place.
Then we help you identify what may need attention now, what can wait, and what your next smart financial decision should be.
Financial planning should not feel intimidating.
No-fee consultations
Speak to Covermore about your mortgage options with no consultation fees. We provide clear advice to help you understand what may suit your circumstances.
Nationwide service
Covermore is based in Dublin and works with mortgage clients nationwide. Flexible and out-of-hours consultations are available where suitable.
We look beyond the mortgage
A mortgage is only part of your financial picture. We also help you consider protection, savings, family needs and your longer-term financial plans.
Support from start to finish
We help you prepare, apply, review your options and move through the mortgage journey with clearer guidance.
Financial planning based on your situation
Your financial plan should reflect your income, priorities, family needs and future goals.
We take the time to understand your circumstances, explain your options clearly and help you make informed decisions for the future.
I am not sure what financial step to take next
That is exactly what financial planning is for. We can help you understand your current position and identify the areas that may need attention.
I have a mortgage but no wider financial plan
We can help you look beyond your mortgage and consider protection, savings, pension planning and longer-term goals.
I am starting or growing a family
We can help you think about family protection, income protection, children’s savings, pensions and future financial security.
I have policies or pensions already in place
We can help you review what you have and understand whether it still suits your life, income and goals today.
I am self-employed
When you work for yourself, your protection, pension, tax savings and long-term planning can require more attention. We can help you look at the bigger picture.
I run a business
We can help company directors, sole traders and business owners review personal and business financial planning, including pensions, protection, savings and investments.
How our Financial advice process works
Tell us about your business and current position
We start with a conversation about your business, income, responsibilities, existing financial arrangements and future goals.
Review your personal and business financial picture
We help you understand how your pension, protection, savings, investments and business commitments currently fit together.
Identify potential gaps and opportunities
We look at areas such as income protection, business protection, retirement planning, savings goals and longer-term wealth building.
Explore suitable options
We explain the available options in plain English, helping you understand what may be relevant to your circumstances.
Decide your next smart financial step
Once you understand your options, you can decide what feels right for your business, family and future plans.
Review as your business evolves
As your income, business structure, family or goals change, we can help you review your financial plan over time.
Related Financial Services
Pension Advice
Make sure your mortgage and pension plans work together as part of your long-term financial future.
Savings & Investments
Create practical savings goals and explore longer-term investment options.
Mortgage Advice
Protection Advice
Help protect your income, family and financial commitments while you plan ahead.
Not sure what financial step to take next?
Do Covermore charge a fee for business financial consultations?
Covermore provides no-fee financial consultations. We will explain clearly how the process works before you make any decision.
Can you help company directors with pension planning?
Yes. We can help company directors explore pension options as part of their wider personal and business financial planning.
Can self-employed people get income protection?
Options may be available for self-employed people, depending on income, occupation, insurer criteria and affordability. We can help you understand what may be suitable.
What is key person insurance?
Key person insurance is designed to help protect a business against the financial impact of losing a key employee, director or business owner, subject to policy terms and conditions.
Can you help partnerships with protection planning?
Yes. We can help partnerships consider areas such as shareholder protection, partnership protection, business loans and key person cover.
Can you help me invest business profits?
We can help you explore how pensions, savings, investments and wider financial planning may fit alongside your personal and business goals. Where needed, we can work alongside your accountant or other professional advisers.
Do you only provide business financial advice in Dublin?
No. Covermore is based in Dublin and works with business owners nationwide.