About Decourcy Financial Planning

I am a Chartered Financial Planner and a Fellow of the CII. Fellowship of the CII is regarded as the premier designation for those working in the financial services profession. I operate with the highest levels of trust and integrity.
De Courcy Financial Planning provides impartial financial planning advice to private and corporate clients. We specialise in assisting with the creation of wealth and wealth management, providing professional, tailored financial planning advice, which helps to grow and protect clients’ wealth.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group protection

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