Maven Financial Planning LTD
Area of Expertise: Pension & Retirement Planning, Savings & Investments with specific targets in mind, Inheritance & Estate planning
Verified Since: January 2019
Having commenced his career as a Chartered Accountant where he worked closely with self employed individuals and business owners/company directors Padraig has accumulated significant business and financial experience. Working in this environment helped Padraig realise that no two individuals have the same needs and, for this reason, his approach to his engagement with all clients is to ascertain what their objectives and goals are in the short and medium term while always being cognoscente of the longer term outcome.
Solutions and recommendations are designed to suit the best client outcome and these are updated to reflect changes in personal circumstances Padraig received a BComm Degree from NUIG, is a Qualified Financial Advisor while also being a Fellow of The Institute of Chartered Accountants and holds the internationally recognised Certified Financial Planner qualification
The term ‘maven’ was coined to define someone as ‘a trusted expert in a particular field, who seeks to pass knowledge on to others’. It comes from Hebrew, meaning “one who understands”, based on an accumulation of knowledge. Our financial advisors hold the internationally recognised Certified Financial Planner certification (CFP®) which means they understand the importance of financial control, achieving goals, and peace of mind.
We are delighted that many of our original clients are still with us today, reaping the benefits of their individual plans. Maven Financial Planning works with individual clients from a cross section of professions, along with business owners and SMEs.