FORT FINANCIAL PLANNING
AND ADVISORY LIMITED
Fort Financial Planning and Advisory Limited, founded by Eamon Fennelly QFA, brings extensive experience in Ireland’s financial services industry, ensuring every client receives a high standard of personalised advice and support. Our focus is on understanding your unique circumstances and delivering financial solutions that are right for you, whether that’s a mortgage, life insurance, pension, or investment.
We work with a diverse range of clients, from first-time buyers taking their first step onto the property ladder, to home movers, switchers, home improvers, and buy-to-let investors. No matter your situation, we are committed to helping you make informed financial decisions with confidence.
At Fort Financial, we have particular expertise in life protection and pension planning. We help clients put the right safeguards in place to protect their families financially, while also building robust, long-term pension strategies to secure their future. Whether you are starting a pension, reviewing existing arrangements, or planning for retirement, we provide clear, tailored advice every step of the way.
As experienced and qualified financial professionals, we take pride in identifying the most suitable products to match your needs and long-term goals.
When it comes to mortgages, Fort Financial offers a fully guided, end-to-end service. From your initial enquiry right through to drawdown, we support you at every stage, simplifying the process, saving you time, and helping you secure the most appropriate mortgage solution available.
Mortgages
Whether you’re a first-time buyer, moving home, switching lenders, or investing in property, we simplify the mortgage process and find solutions tailored to your needs. Our goal is to save you time, money, and stress from start to finish.
Life & Pensions
We provide expert guidance on protecting your family, business, and future. From life insurance and income protection to pensions and inheritance tax planning, we help you plan and safeguard your financial well-being.
Savings & Investments
Whether saving for short-term goals, building long-term wealth, or investing for your future, we create personalised strategies that balance risk, growth, and flexibility to help you achieve your objectives.
My Fort Financial
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Effortlessly access your policies, coverage details, and values anytime, from any device.
In-person and remote options
Our process is simple and thoughtful, designed with your experience in mind. We work with clients both in person and remotely, offering flexible appointments by phone or video to suit your schedule.
Our office is conveniently located at 36 Main Street, Portlaoise, making it easy to meet face to face when you prefer. We believe the best results come from clear steps, open communication, and a shared sense of purpose at every stage of your financial journey.