Financial Planning Service

At Financial Planning Matters, we offer a wide range of bespoke financial services designed to help you achieve your personal and professional financial goals. Whether you're planning for retirement, growing your wealth, or protecting your family’s future, our team of experienced advisors will provide clear, tailored guidance. Below is a selection of the comprehensive services we offer, all designed to deliver long-term financial security and peace of mind.

We offer a range of financial planning services that can be tailored to suit your needs.

We’re more than just impartial financial advisers. We’re comprehensive financial planners. We use the latest forecasting technology to generate a bespoke financial plan that works for you and your future. As such, your financial plan will give you:

  • Financial Peace of Mind – no more money worries

  • Financial Independence – enough money so that you don’t have to work

  • Financial Security – a backup plan for ‘what happens if’

What’s Included in Our Comprehensive Financial Planning

  • Personalised Financial Roadmap

    We begin with a detailed understanding of your financial situation and aspirations. By assessing your income, expenses, assets, and liabilities, we create a tailored financial plan designed to meet both your short-term needs and long-term goals.

  • Budgeting and Cash Flow Management

    Effective budgeting is key to financial success. We’ll help you track your income and expenses, identify areas for improvement, and develop a sustainable cash flow strategy that supports your lifestyle and future goals.

  • Investment Strategy

    Your investment portfolio is carefully designed to match your risk tolerance, time horizon, and financial objectives. Whether you’re looking to grow your wealth or preserve your assets, we provide a balanced investment strategy that aligns with your goals.

  • Retirement Planning

    We take the stress out of retirement planning by developing a clear path to secure your financial future. From pensions to personal savings, we’ll ensure your retirement is both comfortable and achievable.

  • Tax Efficiency

    Our tax planning experts work to optimise your financial situation, ensuring you make the most of available allowances and reliefs. We’ll help you minimise your tax liability without compromising your long-term goals.

  • Family and Intergenerational Planning

    We’ll help you create a financial plan that secures your family’s future. Whether it’s funding education, passing on wealth, or ensuring your loved ones are financially protected, our intergenerational planning is designed to give you peace of mind.

Why Choose Financial Planning Matters?

At Financial Planning Matters, we go beyond standard financial advice. Our team of experienced advisors take a holistic approach, considering all aspects of your financial life. With years of experience in multinational financial institutions, there isn’t a financial situation we haven’t seen or successfully solved.

We pride ourselves on building lasting relationships with our clients, offering guidance that evolves with you through life’s changes. With full independence and authorisation from the Central Bank of Ireland, we offer truly unbiased advice tailored specifically to you.

Get Started Today

Financial planning isn’t just for the wealthy—it’s for anyone who wants to take control of their financial future. Book an initial consultation today, and let us help you create a clear, comprehensive financial plan that gives you peace of mind for the road ahead.