Regulated

by | Jun 23, 2014 | REGULATED

Allan Matthew Cuthbert t/a Financial Wellbeing is regulated by the Central Bank of Ireland to carry out the following activities: Mortgage Guidance  Life & Protection Advice Pension & Retirement Planning Investment & Savings Advice Financial Planning &...
Financial Wellbeing Terms of Business

Financial Wellbeing Terms of Business

by | Apr 24, 2014 | REGULATED

Allan Mathew Cuthbert t/a Financial Wellbeing. These Terms of Business set out the general terms under which our firm will provide business services to you and the respective duties and responsibilities of both the firm and you in relation to such services. Please...

Caution: When Saving For Your Special Child’s Future

by | Oct 31, 2013 | REGULATED

As you are probably aware Budget 2014 has increased the Deposit Interest Retention Tax (DIRT) on all savings or investments to 41%. This comes at a time when interest rates are low and it is extremely hard to get a decent return (check www.bonkers.ie to compare saving...
HOW TO HAVE A PROSPEROUS 2013?

HOW TO HAVE A PROSPEROUS 2013?

by | Jan 15, 2013 | REGULATED

Let’s do something different this time, let’s make a New Year’s Resolution that lasts. Financial resolutions are often high on the list with promises of “spend less and save more”. Let me guide you on how to make it happen. The following key pointers should help make...
Christmas Financial Tips

Christmas Financial Tips

by | Dec 3, 2012 | REGULATED

Christmas is coming, spirits are rising and after a tough financial year for most Irish people, I would like to share some of my best Christmas financial tips to help you. Christmas Budget Sheet* A great tool I ask my clients to use is a Christmas Budget Sheet because...