CFS Ireland was founded in Dublin in 2004 by Shane Brennan, Mark Haskins and Justin Prendergast. Click below to find out more about our story.
Chartered Financial Solutions
Guiding Your Financial Future
About Us
About CFS
Our terms of business set out the basis on which we work with our clients. This includes information on our regulatory status and our credentials to work with you.
Chartered Financial Solutions Limited provides a transparent charging structure for clients. We operate a fee basis if this is your preferred method of payment.
Pursuant to provision 4.58A of the Central Bank of Ireland’s September 2019 Addendum to the Consumer Protection Code, please find a summary of the details of all arrangements for any fee, commission, other reward or remuneration provided to CFS.
Chartered Financial Solutions Ltd is regulated by the Central Bank of Ireland
Financial Planning
We believe that financial success is based on rigorous planning, careful implementation and on-going guidance. To deliver this, we’ve developed the CFS “Financial Success Solution”.
Our approach enables us to achieve excellent client outcomes, and as we are fully independent of any other institution, our solutions are solely based on maximising your outcomes. We will deliver these solutions to you, in a simple and clear way without wasting your time. And we want you to enjoy working with us, for a very long time!
Team
Meet the faces behind our company
Our Services
Find out what we can offer your business
Pensions
A pension is the best, most tax-efficient way of planning for your retirement. With the right advice, pensions are plain sailing.
Investments
See your money grow by investing in shares, property, bonds and more. We can advise you on your investment plans.
Life & Illness Cover
Protect your life, your lifestyle and your loved ones. We’ll show you how affordable and worthwhile peace of mind can be.
Deposits
We are committed to advising our clients on the best rates available and on current guarantee schemes.
Our Blog
Find out what’s happening at our company
Recent Market Volatility – May 2020By Shane Brennan |
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Dublin Broker of the Year!By Shane Brennan |
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Updated Privacy StatementBy Shane Brennan |
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Updated Terms of BusinessBy Shane Brennan |
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Budget 2017By Shane Brennan |
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Retirement Options Changes for Defined Benefit MembersBy Shane Brennan |
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BREXIT – Further Update (Friday 1st July)By Shane Brennan |
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Brexit – Initial UpdateBy Shane Brennan |
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Justin Prendergast RIPBy Shane Brennan |
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Update on Greece – 30th June 2015By Shane Brennan |
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Pension Fund Thresholds – July 2015 DeadlineBy Shane Brennan |
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Updated Terms of BusinessBy Shane Brennan |
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CFS Fee ScheduleBy Shane Brennan |
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Finance Bill 2014 – Changes to ARF’s & AMRF’sBy Shane Brennan |
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Budget 2015 – SummaryBy Shane Brennan |
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Market Review – Q2 2014By Shane Brennan |
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Updated Terms of BusinessBy Shane Brennan |
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Markets Review – Q4 2013By Shane Brennan |
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Market Review – Q2 2013By Shane Brennan |
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Finance Act 2013 – Implications for PensionsBy Shane Brennan |
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Market Update – Q1 2013By Shane Brennan |
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Cessation of the Eligible Liabilities Bank Guarantee SchemeBy Shane Brennan |
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Irish Bank Deposit Guarantee SchemesBy Shane Brennan |
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Deposit Rates – 18th December 2012By Shane Brennan |
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Budget 2013 – SummaryBy Shane Brennan |
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Deposit Rates – 24 September 2012By Shane Brennan |
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Where now for Europe?By Shane Brennan |
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Market Update – Q2 2012By Shane Brennan |
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Deposit Rates – 5th March 2012By Shane Brennan |
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Pension Levy UpdateBy Shane Brennan |
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Deposit Rates – 20th June 2011By Shane Brennan |
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Extension of Eligible Liabilities Guarantee SchemeBy Shane Brennan |
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Pension LevyBy Shane Brennan |
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Market Update – Q1 2011By Shane Brennan |
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Deposit Rates – 25th March 2011By Shane Brennan |
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Markets Review – December 2010By Shane Brennan |
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Budget 2011 – SummaryBy Shane Brennan |
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EU/IMF Support PackageBy Shane Brennan |
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Deposit Rates – 10th November 2010By Shane Brennan |
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Deposit Rates – 25th August 2010By Shane Brennan |
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Market Review – H1 2010By Shane Brennan |
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Deposit Rates – 24 June 2010By Shane Brennan |
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Deposit Rates – 9th April 2010By Shane Brennan |
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Market Review – Q1 2010By Shane Brennan |
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Deposit Rates – 1st March 2010By Shane Brennan |
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Deposit Rates – 15th January 2010By Shane Brennan |
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Market Review – December 2009By Shane Brennan |
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We’ve Moved!By Shane Brennan |
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Market Review – November 2009By Shane Brennan |
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Deposit Rates – 1st December 2009By Shane Brennan |
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Market Review – October 2009By Shane Brennan |
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Market Review – September 2009By Shane Brennan |
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Justin Prendergast – FLIA !!By Shane Brennan |
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Deposit Rates – 8th October 2009By Shane Brennan |
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Market Review – August 2009By Shane Brennan |
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Market Review – July 2009By Shane Brennan |
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Deposit Rates – 5th August 2009By Shane Brennan |
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Deposit Rates – 16th July 2009By Shane Brennan |
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Market Review – June 2009By Shane Brennan |
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Protected: Pension Scheme Briefing – June 09By Shane Brennan |
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Deposit Rates – 10th June 2009By Shane Brennan |
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Market Review – May 2009By Shane Brennan |
Market Review – April 2009By Shane Brennan |
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Market Review – March 2009By Shane Brennan |
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Market Review – February 2009By Shane Brennan |
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DCU In The Community, Lecture Series – 4th March 2009By Shane Brennan |
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Market Review – January 2009By Shane Brennan |
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Marathon SuccessBy Shane Brennan |
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