- Who We Are
- What We Do
- Investments & Wealth Management
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A major financial services company, SYS Wealth & Financial Planners are expert Financial Planners with particular expertise in pensions, life protection, retirement and inheritance planning, savings & investments and strategic wealth management.
The company was founded by Tony Delaney, CEO, who, after spending 24 years in various senior roles throughout the financial industry, wanted to deliver a broader unbiased product range to his client base. The company now has 17 staff, over 2,500 clients and 80M funds under management.
Since 2014, the company has been providing individuals, families and businesses with simplified and digestible explanations and advice on many complex products and concepts, thus reflecting the SYS in our company name - "Sophisticated Yet Simple"
Our advice is rigorous and transparent and our expertise will add considerable value to the decisions that you make for a financially secure future for you, your family and your business.
The company is fully regulated by the Central Bank of Ireland and a member of Brokers Ireland.
SYS Wealth & Financial Planners are experts at what we do.
Whether you are accumulating wealth and want to invest it wisely for loved ones, needing business advice, seeking a comfortable lifestyle in retirement or just wanting to have good protection plans in place, we have the expertise and years of financial services experience to help you.
Our particular style and approach to your financial journey is unique. The practical support we give our clients makes a real difference to people’s lives and this is measured by the strength of the lifetime relationships we continue to build. We develop a deep understanding of your financial goals and objectives. We then analyse what’s going on the World at large and compare that to what’s going on in your World. We measure your attitude to risk and make recommendations based on our market expertise.
Research carried out by the PIBA found that customers who had sought professional financial advice
(Source: The Value of Advice Ireland 2013 PIBA/Standard Life)
The advised community had greater confidence in having sufficient funds for retirement over the non-advised community.