Lifetime Financial Planning

YOUR LIFETIME FINANCIAL
PLANNING PARTNER


START FINANCIAL PLANNING TODAY

Welcome to Lifetime Financial Planning

What we do

Long Term Financial Planning

Together, we create your Lifetime Financial Plan which is:

• Unique to you

• A roadmap to your lifestyle goals

• Tailored to your stage in life

Bespoke Investment Solutions

Together, we craft your individual investment strategy to:

• Meet your lifestyle goals

• Leverage tax advantages

• Avoid “Own Goals”

Financial Behavioural Coaching

Our Financial Planning Philosophy will:

• Crystallise your investment goals

• Prevent common investment mistakes

• Create long term lasting wealth

WE BRING SIMPLICITY TO FINANCIAL COMPLEXITY

We are:

– A Boutique Family Company

– A Trusted Confidant since 1984

– Absolutely Client Focused

– Gold Standard Accredited

We specialise in:

– Bespoke Financial Planning

– Innovative Problem Solving

– Goal-Driven Investment

– Behavioural Coaching

We provide:

– Professional Advice

– Plain Language Recommendations

– Long Term Financial Planning

– Strategic Finance Advice

We avoid:

– Making Predictions

– Unregulated Markets

– Timing the Capital Markets

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

CONTACT US

Client Testimonials

“As a busy practice owner, I was looking for Retirement planning advice and met with Michael to discuss my options. Michael explained my options in simple language and together we agreed and implemented a solution appropriate to my circumstances. I am confident now in my long term plans and working with Michael has allowed me to focus my energy on continuing to build my practice.”

Fiachra WardBusiness Owner

“I have been a client of Lifetime Financial Planning since February 2020. I decided to work with them for a number of reasons. They are highly approachable, personable, pro-active, and extremely knowledgeable in the fields of investment, pensions and other financial specialisms.”

“A key aspect of their detailed financial planning process involves listening closely to client needs and putting clearly laid-out recommendations together. Detailed insight into each recommendation is provided in a jargon-free manner that is easy to understand. Considered collaborative choices are made for each step along the planned route towards a safeguarded future.”

“I am very pleased to have found Lifetime Financial Planning, and to be working with this local company in relation to the long term goal of securing the financial future of my family.”

Eamonn ConneelyBusiness Owner

“I have worked with Michael & Aidan for many years and over these times I have built up a confident & trusted relationship. Their Financial advice, understanding and evaluation of my objectives has enabled me to be comfortable and confident in making financial decisions. As I am also confident that their financial advice to others will reflect the same level of quality and understanding, I am very happy to recommend their services.”

Mr Barry Segrave(Retired Executive)

Latest News

Video Meetings

We are happy to meet our Clients by Video call, which is safer in this Covid time. Our Clients find it very convenient. The Meeting can be arranged at a time to suit you, in your own home. No driving or parking. Meetings tend to take less time. Distance is no object, we deal with Clients all over the 26 Counties.