Fortis Financial

Fortis Financial We are a team of financial planners dedicated to providing the highest standard of financial advice to individuals, families and businesses all over Ireland.

We are specialist on:

Retirement Planning
Succession Planning
Personal Protection
Business Protection
Investments and Savings

24/05/2026

📈 Do You Receive Shares From Your Employer?

If you work — or have worked — in the multinational sector and received company shares as part of your remuneration, understanding the tax implications is essential.

Join Gerry O’Brien, Managing Director of Fortis Financial, together with David Bruton of Bruton Tax, for an informative webinar covering the key areas employees need to be aware of when dealing with share-based compensation.

📅 Tuesday, 26th May
🕖 7:00 PM

During the session, we’ll discuss:

✅ The tax treatment of dividends
✅ The succession of shares
✅ The disposal and sale of shares
✅ Common issues and mistakes employees should avoid

This webinar is designed to help you better understand your responsibilities and make informed financial decisions around your shares.

📍Register through the link and join us on the night.

22/05/2026

🚨 Do You Receive Company Shares as Part of Your Compensation?

Share schemes can be a valuable part of your overall package — but many employees are unclear on the tax implications, reporting obligations, and potential pitfalls involved.

That’s why we’re hosting a practical webinar designed to simplify the key rules and help employees better understand their responsibilities.

📅 Tuesday, 26th May
🕖 7:00 PM

Join Gerry O’Brien of Fortis Financial alongside David Bruton of Bruton Tax Advisory & Accountancy as they discuss:

✅ How company shares are taxed
✅ What happens when shares are transferred or sold
✅ Important tax deadlines employees need to know
✅ Common mistakes that can lead to unnecessary tax issues

If you receive company shares, stock options, or equity-based compensation, this session could help you avoid costly misunderstandings and make more informed financial decisions.

📍Register through the link in comments and join us on the night.

21/05/2026

If your salary, bonus and shares all come from the same company, how diversified are you really?

Conor Tobin QFA walks through how employees can use their vested company shares to build a broader, more resilient portfolio, without necessarily selling everything at once.
It's something most people don't realise is an option. We'll be covering it in full at our free webinar on 26th May.

🗓 26th May | 7pm | Live on Zoom
🎁 All attendees get a free 30-min one to one Financial review.

Register Here:
If you've ever wondered whether you owe tax on your company shares, this is worth watching.

David Bruton FCCA, CTA joins Fortis Financial on the 26th of May for a free webinar covering the tax rules, deadlines and common mistakes employees make with RSUs and share schemes.

🗓 26th May | 7pm | Live on Zoom
🎁 Free 30-min consultation for all attendees

Register Here:
https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew?fbclid=IwY2xjawR6cdlleHRuA2FlbQIxMABzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeNFODO1CAWQIAge7ICi4i31ZNORLSR3C_dTMbPg5fIeRiMytv-Idw102s6tg_aem_hgF15q7rkoNFsDec7y5XQw #/registration

20/05/2026

If you've ever wondered whether you owe tax on your company shares, this is worth watching.

David Bruton FCCA, CTA joins Fortis Financial on the 26th of May for a free webinar covering the tax rules, deadlines and common mistakes employees make with RSUs and share schemes.

🗓 26th May | 7pm | Live on Zoom
🎁 Free 30-min consultation for all attendees

Register Here:
https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew?fbclid=IwY2xjawR6cdlleHRuA2FlbQIxMABzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeNFODO1CAWQIAge7ICi4i31ZNORLSR3C_dTMbPg5fIeRiMytv-Idw102s6tg_aem_hgF15q7rkoNFsDec7y5XQw #/registration

12/05/2026

Did you get your bonus paid in company shares?
RSUs, SAYE schemes and employee share awards can be a great benefit, but many employees are unsure how they are taxed, when they can sell, and what mistakes to avoid.
Join Conor Tobin QFA and Gerry O'Brien B Comm, MBS, QFA from Fortis Financial, alongside guest speaker David Bruton of Bruton Tax Advisory & Accountancy, as they discuss company shares, tax rules, diversification and wider financial planning.
Date & Time: May 26, 2026 at 7:00 PM
Location: Online via Zoom
Register for the free webinar here:
https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew #/registration

07/05/2026

Paid in company shares and unsure about the tax implications or when to sell? Join Conor Tobin QFA on 26 May for a free webinar covering RSU & SAYE tax rules, smart selling strategies, and how to build a diversified financial portfolio. Includes a FREE 30-minute financial review for attendees.

Registration Link Below :

https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew #/registration

Every business owner plans for growth — but how many actively plan for stability?Having a structured savings plan isn’t ...
07/05/2026

Every business owner plans for growth — but how many actively plan for stability?
Having a structured savings plan isn’t just a safety net… it’s a strategic advantage. Here are 3 reasons why every business owner should prioritise one:

1️⃣ Cash Flow Confidence
Unexpected expenses, seasonal dips, or delayed payments can disrupt even the strongest businesses. A savings plan ensures you always have a buffer to keep operations running smoothly.
2️⃣ Opportunity Readiness
Growth opportunities don’t always come with warning. Whether it’s investing in new equipment, hiring talent, or expanding your services, having savings means you can act quickly — without relying on costly borrowing.
3️⃣ Peace of Mind
Running a business comes with enough uncertainty. Knowing you have financial reserves in place allows you to focus on strategy, growth, and long-term success — not just short-term survival.

At Fortis Financial, we believe that strong businesses are built on strong financial foundations.

💬 Are you confident in your current savings strategy?

05/05/2026

Do you receive company shares? You could be overpaying tax.
Most employees don’t fully understand when tax applies, when to sell, or how to avoid costly mistakes.

Join Gerry O'Brien and Conor Tobin, with guest speaker David Bruton, for a FREE Zoom webinar on tax rules, deadlines, and smart strategies.

📅 26th May | ⏰ 7PM

👉 Register now to secure your spot on Zoom + claim a free 30-min review

https://us06web.zoom.us/webinar/register/WN__ESUvl_YRkajBu5Of-tyew #/registration

Cohabiting in Ireland? You may have more risks than you think.With over 150,000 cohabiting couples nationwide, many assu...
05/05/2026

Cohabiting in Ireland? You may have more risks than you think.

With over 150,000 cohabiting couples nationwide, many assume their financial and legal
position mirrors that of married couples. In reality, the gap remains significant — even in
2026.

While recent changes have extended certain pension rights to qualified cohabitants, key
challenges still exist:
• No automatic inheritance rights without a will
• A €20,000 lifetime tax-free threshold between partners (with 33% tax beyond that)
• No ability to share income tax credits or reliefs
• Limited property protections compared to married couples
• Potential exposure to delays and taxes if protection policies are not structured correctly
The good news? With the right planning, many of these risks can be managed.

Strategies such as properly structured life cover, making full use of tax exemptions, and
ensuring you have a valid will in place can make a significant difference to your financial
security.

Cohabiting couples need to be proactive — not reactive.
If you’re unsure where you stand or want to ensure you and your partner are fully protected,
now is the time to act.

Contact Fortis Financial today to arrange a consultation and take control of your financial
future.


If you’re earning a solid income but still feel like your money is always “tight,” you’renot alone. Many professionals i...
02/05/2026

If you’re earning a solid income but still feel like your money is always “tight,” you’re
not alone. Many professionals in the €50k–€80k range experience this — and it often
comes down to structure, not salary.
At Fortis Financial, we believe financial confidence starts with clarity and
consistency. Here are 8 practical steps to help you take control:
1. Understand where your money is going each month
2. Build an initial emergency fund (start with 1 month of expenses)
3. Clear short-term debt that’s holding you back
4. Grow your safety net to 3–6 months of expenses
5. Review your protection cover (life, income, mortgage)
6. Ensure your pension aligns with your future goals
7. Start investing with a long-term mindset
8. Use pay increases and bonuses to build wealth — before lifestyle inflation
kicks in
Financial progress isn’t about quick wins — it’s about building strong foundations
over time.
If you’re ready to feel more in control of your finances, start with these steps. Small
changes today can create significant results tomorrow.


Address

12 Cook Street
Cork
T12FH72

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+353212375110

Website

Alerts

Be the first to know and let us send you an email when Fortis Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fortis Financial:

Shortcuts

Share

Category