Specialist financial planning for individuals, families, and advocates navigating Ireland’s new Assisted Decision-Making framework
At Cantor Fitzgerald Ireland, we partner with solicitors to provide expert, compassionate financial guidance during the transition from Ward of Court. Combining technical expertise with empathy, our team supports you and your clients through the financial planning aspects of Assisted Decision-Making cases, with clarity and confidence.
We focus on:
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Protecting your client’s interests
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Meeting legal requirements
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Delivering Court-approved financial strategies
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Ensuring every financial planning decision reflects the client’s will, preferences and long-term needs
Why Solicitors Choose Cantor Fitzgerald
We understand the unique responsibilities solicitors face under Ireland’s 2015 Capacity Act. With us, you gain a partner who:
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Aligns with your client’s values, preferences and future care needs
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Meets Court expectations for capital preservation and care provision
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Integrates seamlessly with your legal advice and care arrangements
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Provides transparent reporting and ongoing oversight
Person-First Philosophy
Every client’s story is unique. That’s why our approach begins with listening. We combine empathy with expertise to design solutions that not only protect assets but also support dignity, independence and peace of mind. With Cantor Fitzgerald, you have a financial partner who understands the law, respects the person and delivers with care.
Our process
Initial Consultation
A dedicated relationship manager will meet with you and your client (and their family where appropriate) to understand their financial position, care requirements and legal context
Court Approval
We work with you to prepare and present the plan for approval, ensuring all compliance and legal standards are met
Tailored Financial Plan
We create a Court-aligned plan focusing on income sustainability, capital preservation and future care provision
Ongoing Oversight
We provide regular reporting, annual reviews and continuous monitoring to keep the plan effective, transparent and legally compliant
Implementation
Once approved, we establish the investment structure and manage funds accordingly
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