Financial Planning for everything life brings

Managing in the Present and Planning for the Future

Your Financial Advisor in Cork

MBC Financial are financial advisors based in Cork. Dealing with your finances can sometimes be quite complex and stressful. We are here for you. We help our customers deal with their present finances by helping with savings and investments and cash flow planning. We help customers protect their current and future incomes with income protection cover, life and serious illness cover and business protection. We can help make your future and that of your loved ones more secure by helping you with wealth management, retirement planning and estate tax planning.

Financial life plans can help you achieve your goals in the most financially efficient ways. Research in 2018 of over 1,000 people found that people who’ve received financial advice more than doubled their savings on deposit. Our in-depth knowledge and expertise in financial matters, complemented by a highly personalised service means we are ideally positioned to help you achieve your own business and financial goals.

Financial Planning

Financial Planning

Financial Planning is setting out your route to attain your financial goals through savings and investments.

A goal could be a post-retirement lump sum, savings for your kids’ weddings or college education or it might be leaving an inheritance to your family. It’s also really important that you get good advice.

Family Protection

Family Protection

Protecting you and your family in case of illness or a tragedy is very important.

We can help you with Life Cover, Income Protection and Illness cover. Taking care of those who matter most is the first step in your financial plan.


Business Protection

Business Protection

What happens if a co-owner gets very ill or your best employee tragically dies? It might end in your business closing.

You can be protected with Keyman Insurance, Partnership Protection Insurance, Shareholder Protection Insurance.

Wealth Management

Wealth Management

Are you getting the best return for your hard earned wealth? Sitting in a regular bank account might see your wealth shrink.

Consider Capital Protected Bonds, Tracker Bonds, Unit Linked Funds. Whether it's for education, retirement, or a rainy day fund, we can help you with your plans.

Retirement Planning

Retirement Planning

Look forward to a very comfortable retirement by planning ahead. We can help you look at an Executive Pension Plan, Occupational Schemes, Personal Pension Plan, Pensions with Previous Employer, Post Retirement.

Your lifestyle should improve once you retire. We will give you the best advice to achieve this.

Estate Planning

Estate Planning

Estate Planning also known as Inheritance Tax Planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, property, cars, personal belongings, and debts are all part of one's estate. Believe it or not, you have an estate. In fact, nearly everyone does.

Financial Planning and Advice

Frequently Asked Questions on Financial Advice.

Financial Advisor Cork - MBC Financial

MBC Financial Cork brings a distinctive approach to the management of our client’s affairs. We are a leading financial planning consultancy and we are very conscious of the responsibilities entrusted to us by our clients.

We are dedicated to our clients and strive to assist them in achieving their financial objectives. We have the expertise, experience and state of the art systems required to deliver tailored, holistic advice embracing the full spectrum of financial services for individuals, families and businesses.

Since 2007 MBC Financial has been providing expert financial advice to business owners and private individuals all over Ireland. As your world changes so do your financial plans. MBC Financial will help you identify these priorities and put suitable plans in place. We are committed to our clients, and to ensuring that their financial requirements are met with knowledge and understanding.

Questions on Financial Advice? Contact us.

Contact Alan or Sarah if you want private financial advice.

Alan and Sarah MBC Financial Advisors
Let us know how we can help you.

Latest News

MBC Financial is delighted to announce that we have been awarded Cork Pension and Investment Broker 2021 by the All-Ireland […]

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Financial Planning Standards Board

Financial Planning Standards Board

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Certified Financial Planner

Certified Financial Planner