It starts with your trust and our expertise.
We Empower Your Financial Decisions, with a Solid Foundation
financial planning services
tailored to your needs
Helping You To Optimise Your Financial Situation
Lifestyle Financial Planning Is What We Believe In.
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It all starts with a solid foundation!
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IT STARTS WITH A SOLID FOUNDATION
Advancing the profession to benefit your financial
We will look at your current financial situation and develop a strategy that will give you a roadmap to achieve your financial goals.
assets under management
Years In Business
financial advisers & counting
Don’t just take our word for it. Take a look at some of our client testimonials:
Niall O'Connor has expert knowledge in his field, and can create a detailed recommendation for personal requirements. His first hand approach to meeting with and listening to customer needs ensures he provides a flawless and quality service.
His prompt response and willingness to assist at any stage, enlivens his commitment and reassures the customer that they have made the correct choice.
I can, and have, personally recommended Niall without any hesitation.
Niall's priceless advice and ability to disseminate complex information to me in a jargon free manner is why I would highly recommend him to my colleagues and friends.
Niall is a very ethical individual whose judgement I completely trust, and I have made my financial planning and pension decisions through him. A complete service managed professionally by Niall, couldn't fault his advice.
We were concerned about our pensions and investments, especially in relation to where they were invested and what fee structures were associated with them. We approached Stephen from FPMs and asked him to complete and overall review and come up with a plan for our families’ future. Our experience was excellent and we have found Stephen and the team to be friendly, efficient and easy to work with. They came up with a plan for our future that now gives us great peace of mind and we would, and have recommended them to our colleagues and friends.
Niall is one of the few Certified Financial Planners that I have come across in my 40+ years in financial services who I would recommend as an extremely ethical and dedicated financial consultant. As a financial assurance broker it is extremely refreshing to see such dedication to customer service and wellbeing and I would virtually guarantee that you will receive a superior service that will be hard to beat.