Individuals: what FGS can do for you
You may be a high net worth individual, a director, a business owner, a professional or a company executive who needs independent financial advice about a range of issues such as tax, personal financial planning, investments, retirement planning or even making a will.
Whatever your background, you can benefit from expert financial assistance in:
- Managing your personal financial affairs in a tax-efficient manner
- Making your investment portfolio work harder for you
- Avoiding potential “tax traps” that can affect the return you get on an investment
- Ensuring you make adequate provision for retirement
- Help you plan transfer of assets to family members
- Identifying, funding and realising value from property investments
- Ensuring you meet your obligations with the tax authorities
- Ensuring you meet your obligations as a company director
FGS provides such services to individual clients. We take a 360o approach to you and your personal finances. This means that instead of offering you an individual service in isolation – such as preparing and filing your tax return – we take a holistic approach to your needs and draw on expertise from across our firm.
Typical clients
FGS acts for
- Many of Ireland's senior business figures
- Executives in Irish-based businesses or in multinational companies and
- Professionals such as barristers, solicitors, doctors and dentists
- Owner-managers of family businesses, high growth companies and SMEs
- Individuals with diverse investment portfolios including property
Our clients value our independence, our focus on holistic financial planning and the access they get to partners and senior specialists. They also appreciate our responsiveness – our ability to deliver on time, every time.
Individual services
Follow the links in the right hand column to learn more about specific services FGS offers individual clients.