Chartered Capital

Welcome to Chartered Capital, a leading financial institution located at 53 Kenyon Street, Nenagh. As an establishment focused on finance, we are dedicated to providing our clients with exceptional service and tailored solutions to meet their specific needs.

At Chartered Capital, our clients are at the heart of everything we do. Whether you are a business owner looking for tax efficient wealth extraction strategies or an Irish expat in need of a long-term financial plan, we are here to help. Our team of experts, including experienced Chartered Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner Diarmuid, will work closely with you to identify opportunities and establish effective financial planning solutions. We are committed to helping you protect and grow your wealth over time.

Our team also includes Noel, who brings over 40 years of experience in business development in the engineering and construction sector, as well as Caroline, a compliance expert with extensive knowledge in the Financial Services Industry. Catherine, with her background in banking, contributes valuable client service experience, while Naomi, with her expertise in the Education Sector, adds a unique perspective to our interdisciplinary approach.

Using cutting-edge technology and best-in-class financial modelling software, we will work with you to address your financial goals and concerns. Our recommendations will be based on thorough research and analysis, ensuring that you achieve your desired outcomes. We believe in delivering the highest quality in everything we do and strive to build trust with our clients through ethical practices and a commitment to their well-being.

At Chartered Capital Financial Planning, we understand that behind every financial decision, there is a person with hopes and aspirations for a better future. We see ourselves as conduits between you and that future, guiding you towards a brighter tomorrow. We also recognize the importance of environmental, social, and governance factors in investment decisions and aim to develop portfolios that align with your values without compromising on returns or risk.

A 2019 study by Vanguard estimates that using an advisor can lead to around 3% additional net annual gains for investors. We believe in the power of our expertise and the value we bring to our clients. Whether you are considering an exit from your business, optimizing your resources, building a team of professionals, or impacting your family's well-being for generations to come, we are here to support you every step of the way.

Thank you for considering Chartered Capital as your financial partner. We look forward to helping you achieve your financial goals and shaping a better future together. Please check your inbox, including your junk folder, for a confirmation email regarding your subscription.