Lifestyle Financial Planning
Area of Expertise:
Verified Since: January 2019
Paul is a Certified Financial Planner, a Fellow of the Life Insurance Association by diploma and a Qualified Financial Advisor. He joined the Financial Services business in 1985 and had worked at senior management level both in Ireland and the UK with a number of leading life companies prior to setting up Optimum Pensions Company (now Lifestyle Financial Planners) in 1997. Paul is a strong advocate of continuous professional development and completed his Masters in Finance & Risk Management through UCD in 2015 with a 1st class honours.
We partner with clients in long term, trusted financial advisory relationships. We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own passion, dreams and talents.
At Lifestyle Financial Planners, we value our relationships with our clients above all else. As Certified Financial Planners CFP, we like to ensure transparency, by always looking to separate our "Lifestyle & Financial Planning Fee-Based Advice Service" from any product sale. The first meeting between us is always held entirely at our expense. This is known as The Discover Meeting and gives us both an opportunity to break the ice and see if we are potentially a "Good Fit" for each other. You will clearly see how we are different, what we stand for as a business and we can establish your requirements, if we feel we can satisfy these and add value to you as a client.