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Compass Private Wealth
Home
About
Our Company
Our People
Regulation & Fees
Our Approach
You & Your Needs
Financial Planning Process
Asset Allocation Philosophy
How We Charge
Services
Compass FinPlan360
Holistic Asset Allocation
Retirement & Pensions
Investment Management
Protection Cover
Financial Education
Who We Serve
Business Owners
Retired, or Retiring
Charities
Professional Advisors
Content
Insights
Contact
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November 2022: Webinar on Financial Planning for 2023
Webinar, Investments Jonathan Sheahan 12/1/22 Webinar, Investments Jonathan Sheahan 12/1/22

November 2022: Webinar on Financial Planning for 2023

On 30 November 2022 we ran a 1 hour Webinar on Personal Financial Planning in the context of 2023 taking the current Economic & Market situation in account.

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Our Financial Planning Simplification Guide
Investments Jonathan Sheahan 8/26/21 Investments Jonathan Sheahan 8/26/21

Our Financial Planning Simplification Guide

This is the A - Z Financial Planning Simplification Guide for Irish Families.

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Our Asset Allocation Philosophy, 2021
Investments Jonathan Sheahan 8/24/21 Investments Jonathan Sheahan 8/24/21

Our Asset Allocation Philosophy, 2021

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Content Library: Main Content Library - Pensions Content - Investment Content - Protection Content

Our Services: Compass FinPlan360 - Holistic Asset Allocation - Pensions - Investments - Protection Policies - Corporate & Charity Consulting

Our Clients: Retired (or Retiring) - Business Owners - Charities - Professional Referrors

Main Sections: Home - About - Our Team - Insights - Contact

Address: 4 Upper Pembroke Street, Dublin 2 D02 VN24 / 12 South Mall, Cork City T12 RD43. Phone & Email: 01-6852530 & office@CompassPrivateWealth.ie

Compass Capital Solutions Ltd. t/a Compass Private Wealth, Compass Pensions, Compass Financial Planning, Compass Charities is regulated by the Central Bank of Ireland.

View our Customer Private Notice .