It starts with your trust and our expertise.

We Empower Your Financial Decisions, with a Solid Foundation

financial planning services
tailored to your needs

01

Old Pensions

02

Retirement Planning

03

Protecting Your Family

04

Income Protection

05

Childrens Education Fund

06

Lump Sum investments

ABOUT US

Helping You To Optimise Your Financial Situation

Lifestyle Financial Planning Is What We Believe In.

Do you need help getting your house in order?
It all starts with a solid foundation!

We Provide Expert Advice
To Global Professionals & Executives

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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.

$ 0 B

assets under management

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Years In Business

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financial advisers & counting

OUR CUSTOMERS

Testimonials

Don’t just take our word for it. Take a look at some of our client testimonials:

David Brennan Senior Manager at EY

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.

Adrian Buckley Buckley Partnership Architects

Niall has a real gift of communication. He is the best financial advisor I have worked with to date. He has been of great help in our personal and business financial planning. He has provided clear well considered advice to us. I would have no hesitation in recomending Niall.

Robert Moore Business Support Manager at PrintPost Ltd
- Part of An Post Commerce

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.

Sean & Adi O’ Halloran

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.

John Rankin People Integration and Organisational Analysis,
Team Building in Diversity & Inclusion Strategy and People Retention

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.

Get personal advice when you need it most