Company Information

Get to know De Courcy Financial Planning

Established in 2008 by Colm De Courcy, De Courcy Financial Planning is an independent financial advisory firm based in Cork, Ireland. The company's mission is to provide clear, professional, and impartial financial advice tailored to the individual needs of its clients. It specializes in helping individuals and businesses plan for their financial future, focusing on key areas such as retirement planning, investment strategies, savings goals, and protection products like life assurance. As an independent advisor, the firm is not tied to any single institution, allowing it to offer a wide range of products from various providers.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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De Courcy Financial Planning

United Kingdom

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.