About - Lifetime Financial Planning

ABOUT LIFETIME
FINANCIAL PLANNING

We’re in the Lifestyle Business

Our goal is to build and protect our Client’s long term financial wellbeing
in a relationship built on trust.

Aidan Wall Financial Services Ltd was established in 1983 and has provided impartial unbiased financial advice and guidance to individuals, families and business owners at all stages in their lives ever since. In 2014, we changed our trading name to Lifetime Financial Planning to better reflect our holistic long term approach to financial planning.

Through our shared vision, Lifetime Financial Planning now provides robust planning solutions to assist our Clients in achieving their lifestyle goals.

Our Financial Planning concept is based on 3 principles

• The need to reduce complexity

• The need to codify an investment philosophy

• The need to provide clarity

It makes us feel good when…

• We solve tomorrows financial problems today

• We contribute to our clients achieving their Lifetime Goals

• We provide peace of mind by putting our clients finances in order

Code of Ethics

At Lifetime Financial Planning we pledge to:

1. To always act in our Client’s best interests.

2. To provide professional services with integrity.

3. To provide professional services objectively.

4. To act fairly in all professional relationships.

5. To conduct ourselves in a professional manner at all times.

6. To maintain the knowledge and skill necessary to provide professional services competently.

7. To provide professional services diligently.

8. To protect the confidentiality of all Client information.

Meet the Principals

Aidan Wall, Senior Financial Advisor CFP® FLIA SIA RPA

Aidan Wall (Managing Director). Aidan has been providing impartial financial advice and guidance to individuals, families and business owners at all stages in their lives since 1983. Aidan is a Certified Financial Planner ™, Fellow of the Life Insurance Association, Specialist Investment Advisor and Retirement Planning Advisor.

Aidan has been a founder member and President of Kells Chamber of Commerce, Chairman of Kells Tourism Forum and Treasurer of Kells Archaeological and Historical Society.

Michael Wall, CFP®, QFA, SIA, LIB, MSc, PhD

Michael Wall (Director). In 2015 Michael joined Lifetime Financial Planning from the commercial science industry. Michael is a Certified Financial Planner™, Qualified Financial Advisor, and Specialist Investment Advisor and provides forward thinking Financial Planning solutions for his Clients. He is a Licentiate of the Institute of Banking and a member of the LIA.
He also holds postgraduate Masters (MSc) and Doctoral (PhD) Scientific degrees.
Michael is an active member of his local community with Meath County Chamber and as a 2nd Dan Sensei, teaches Shotokan Karate at the Moynalty Karate Club.

As an affiliate of the following organisations we are proud to uphold the highest standards of our Profession.

If you think you might like to work with us – call us at 046 92 40961 or send us an email