Financial Planning
Your goals. Your plan. Your future.
Our Financial Advisors help you make smart choices about your money, from buying a home to saving for retirement or protecting your family’s future.
Financial planning basics
At Sherry FitzGerald Financial Services, we simplify financial planning so you can make confident, informed decisions about your future.
Your dedicated Financial Planner will take time to understand what matters most to you, whether that’s buying your first home, growing your wealth, preparing for retirement, or protecting your family’s future.
We’ll help you:
- Understand where you stand — review your income, savings, and assets in the context of your goals.
- Prioritise what matters most — identify the right steps to reach each goal, from short-term needs to long-term security.
- Build your roadmap — create a tailored plan that evolves with you as life changes.
With decades of property and financial experience, we combine expert advice, trusted partners, and local insight to guide you every step of the way. You’ll get practical, transparent advice focused entirely on what’s right for you — not on products.
We’re here to simplify complex decisions, give you peace of mind, and help you feel in control of your financial future.
Your financial future starts with one simple step: a conversation.
Why it matters?
- Financial planning helps you take control of your money and make confident choices about your future.
- It brings clarity to your goals - whether you’re buying a home, planning for retirement, or building long-term security.
- With expert guidance, you can balance today’s needs with tomorrows ambitions.
How it works?
- Your advisor will review your income, savings, and priorities to understand your full financial picture.
- Together we’ll create a tailored roadmap that adapts as life changes - so your plans stay relevant and achievable.
- Clear, transparent advice from trusted professionals.
What's included?
- Practical guidance on mortgages, savings, investments, pensions and protection.
- Personalised recommendation that suits your lifestyle, goals, and budget.
- Ongoing support to help you stay on track and adjust your plans as your circumstances evolve.
If you would simply prefer to call us...
We’re here for you and your next move!
Mon - Fri from 9am - 5pm
Mon - Fri from 9am - 5pm
WHY SHERRY FITZGERALD
Your mortgage experts, always available
Expert Advice
Advice, not sales
Our brokers are qualified financial advisors and will thoroughly assess the mortgage market, until we find the right options for you.
25+ years in market
Experience you can trust
Since 1998, we’ve been providing mortgage advice on every aspect of the Irish property market and can support you through the process, from first chat to keys.
Top Broker
Tailored advice and market choice
As one of Ireland's leading brokers, we compare all lenders and life companies to secure the best deal for you and your future.
Our Financial Services
Mortgages
Expert mortgage advice - without the pressure
Whether you’re buying your first home or switching your mortgage, our team finds the right lender, rate, and terms for your needs.
Mortgage Protection
Cover that safeguards your home and loved ones
From life cover to income protection, our experts match solutions based on your needs — and policy search spans top insurers.
Pensions
Smart retirement planning made simple
Let us create a tailored retirement portfolio for you. It's smart and sophisticated, aimed at helping you reach your goals.
YOUR MORTGAGE EXPERTS, ALWAYS AVAILABLE
How can we help you get started?
Book an appointment
You can choose to meet either virtually or in person, at a time that is most convenient for you.
Book an appointment
Get in touch
Send us a message or call us now on 01 6431402, Mon - Fri 9am - 5pm
Send us a message
SHERRY FITZGERALD MORTGAGES
Get your mortgage with
Sherry FitzGerald
Sherry FitzGerald
Whether you're buying your first property or switching your mortgage, we make the process simple.