Adelphi Financial Brokers is an Investment Business Firm based in Waterford, serving the South East of Ireland and beyond.
Our team of highly trained and experienced advisors offers impartial financial advice in Mortgages & Lending, Life & Pensions and Savings & Investments.
The founding Directors, John Smiles and John O’Byrne, with over 40 years’ experience in financial services between them, continue to head up the business today.
Why Adelphi Financial Brokers?
For almost 20 years, Adelphi Financial Brokers has been proud to help our clients pursue their financial goals while giving them more time to focus on what really matters in life. Everything we offer — from guidance, to diversified portfolio construction, to retirement resources — is built around one thing…you.
We are there when you need us. – We know it’s important to get professional guidance you can trust. That’s why our qualified and experienced team are available by phone, email and in-person for one-on-one support – when you need it most.
You have needs; we have solutions – Invest how you want with access to a variety of investment choices that will help you achieve your goals.
You get education on your terms – we help you make smarter investing decisions by providing you with access to a wide range of resources such as timely articles and videos and engaging in one-to-one meetings.
You get research and insights you can trust – we provide fresh research from independent third parties like Morningstar®.
What We Do
Financial Planning is an ongoing process to help you make sense of your finances, understand the impact of your decisions and help you achieve your lifetime goals.
Good professional advice is one of the most worthwhile investments you will ever make. An Adviser you can trust will make all the difference to your peace of mind and your finances. We at Adelphi Financial Brokers pride ourselves on the responsive, personal relationships we have built with our clients. With our help you can improve your financial future.
We are members of the following organisations:
- Brokers Ireland
- Trusted Advisor Group [TAG]
Adelphi Financial Brokers is regulated by the Central Bank of Ireland as:
Insurance, Reinsurance or Ancillary Insurance Intermediary – Registered as an insurance, reinsurance or ancillary insurance intermediary under the European Union (Insurance Distribution) Regulations, 2018.
Investment Business Firm- Authorised as an Investment Business Firm under Section 10 of the Investment Intermediaries Act, 1995 (as amended).
Investment Product Intermediary – Service Providers holding appointments from IIA product producers, including intermediaries that may issue appointments, appearing in the register maintained under Section 31 of the Investment Intermediaries Act, 1995 (as amended)
Mortgage Credit Intermediaries/Mortgage Intermediaries – Mortgage Credit Intermediaries/Mortgage Intermediaries authorised pursuant to Section 31(10) of the European Union (Consumer Mortgage Credit Agreements) Regulations 2016 and Section 151A (1) of the Consumer Credit Act 1995.
Adelphi Financial Brokers is subject to and complies with:
- The Minimum Competency Code, 2011
- Part 1 Fitness and Probity Standards
- Part 2 Minimum Competency – Requirements
- Part 3 Minimum Competency – Qualifications
- Consumer Protection Code, 2012