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

18/08/2026

Auto-enrolment is a solid start, but it's not the full picture.

If your employees are in the government's My Future Fund scheme, a private pension could mean better value, more fund choice and a real edge when it comes to attracting and retaining staff.

Get in touch with us to see what's right for your business.

11/08/2026

Chasing the biggest tax free lump sum when you’ve been made redundant feels like the smart move.

In reality, it could seriously impact your retirement income years down the line and you might not realise until it’s too late.

Before you sign anything, book a free chat with us and we’ll walk you through all your best options.

Don’t let short term gain cause you long term pain.

07/08/2026

Most people never speak to a financial advisor because they assume the first meeting comes with a bill.

So they keep guessing. Another year goes by and nothing changes.

At Fortis, the first consultation is free. No cost, no obligation.

Just a conversation about where you're at and what you actually want.

Come in and ask the question. You might find out you're already on the right track.

Link in bio.

We were delighted to support Sibling Days here in Cork this year. The work LauraLynn does for children and families is ...
28/07/2026

We were delighted to support Sibling Days here in Cork this year.

The work LauraLynn does for children and families is truly invaluable, and being able to contribute in a small way to such a meaningful initiative is something we’re delighted to be a part of.

We’re proud to stand behind a charity that continues to have such a positive impact across Ireland.

27/07/2026

Would your family manage without your income?

3 quick questions to ask yourself. If any of them bother you, it might be time to look at income protection.

Free chat with the team at Fortis, link in bio.

22/07/2026

Hoping for the best is not a strategy, no matter how many candles you light. Income protection means an actual income if you're out sick, not a lump sum, not a prayer.

Worried about your cover?
Book a free 30-minute consultation

17/07/2026

"Ah I'll sort it out eventually" said every Irish person ever.

Quickfire answers on the questions you keep forgeting to ask.
Book a free 30-min consultation with us.

03/07/2026

Unmarried couples living together usually don't consider this until it's sadly too late.

If one partner dies, the other only gets €20k tax free. Everything else, including the family home, is taxed at 33%. That tax bill alone could force you to sell the house you shared.

A Life Assurance policy can cover that liability, so you're not left scrambling when it matters most.

If this you're worried about this, we offer a free 30-minute consultation to discuss your options

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.

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

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