TRAP: The Real Adviser Podcast cover image

74 - From Football to Finance with guest host Paddy Andrews

TRAP: The Real Adviser Podcast

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Navigating Financial Planning Challenges in Ireland

This chapter explores the evolution of financial planning in Ireland, discussing the significant advancements made by early adopters and critiquing traditional banks' attempts to enter the market. It highlights the struggles faced by financial advisory platforms like Tillit and NetWealth Investments, while also examining the preferences of affluent clients in wealth management. Additionally, the chapter addresses the growing tax burdens on the baby boomer generation, underscoring the challenges that lie ahead in an evolving economic landscape.

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