Company description
OpesFidelio Ireland, is a leading financial planning business that supports our clients both in Ireland and around the world.
Their Team
Being part of the international OpesFidelio network brings enormous benefits and opportunities to their clients. Alongside they pride theirselves on the very personal relationships that they build with their clients over many years, through our Dublin based team.
Company Historu
Nick’s father Robert Reid originally founded the business in Dublin in 1990. Originally called Home & Overseas Ltd., the business provided professional financial advice to global investors, focusing on key markets such as South Africa and East Africa.
Today OpesFidelio Ireland continues to guide investors across the world, as well as providing advice and support to their Irish based clients.
As a member of the OpesFidelio international network, they have access to the best professional services available to financial advisers around the world. OpesFidelio originates from the UK in the late 1990’s and is part of the Aisa Group, which in turn is regulated in both the UK and the USA through the Financial Conduct Authority (FCA) and the Securities & Exchange Commission (SEC) respectively.
Specialist Expertise
Personal Financial Planning for Business Owners and Professionals
Investment Planning and Portfolio Construction
Retirement Planning & Business Exit Strategies
Family Wealth Transfer
Financial Protection for families & business partners