Lifestyle Financial Planners helps successful self-employed professionals and company directors to ease the complexity and stress of managing money, set realistic financial goals, and achieve financial peace of mind through the creation of a bespoke, realistic and comprehensive Financial Plan.
We are proud of our Certified Status – The ultimate symbol of professionalism
This is the highest possible endorsement for an advisory practice and is seen as the industry ‘Gold Standard’ for both firms and individuals.
I am a Certified Financial Planner, a Qualified Financial Adviser and a Fellow of the Life Insurance Association by diploma. I joined the Financial Services business in 1985 and have worked at senior management level with a number of leading life companies prior to setting up Optimum Pensions Company (now Lifestyle Financial Planners) in 1997. I’m a strong advocate of continuous professional development and attained my Masters in Finance through University College Dublin in 2015 with a 1st class honours.
I started my career with Bank of Ireland Group Treasury in 1989 before moving to Mayo as a Senior Bank Official where I spent 7 years and attained my Financial Services Degree. I am a QFA and a Chartered Banker. After moving to New York I worked as a paralegal before joining Northwestern Mutual in 2003, where as an Associate Financial Planner, I provided financial planning advice to clients. Having returned to Ireland, I joined the local Ballina Credit Union as their Lending Officer until August 2017 when I got the opportunity to join Lifestyle Financial Planners.
CLIENT SERVICE MANAGER
I am now involved full-time as part of the team since 2008 and ad-hoc in the family business prior to this. My role as Clients Services Manager means that I will be most clients first point of contact for all non-advice related queries.
I oversee the administration of procedures, deal with all internal IT systems, PR and Marketing.
Advisor Financial Qualifications
Specialist Investment Advisor (SIA) – The Life Insurance Association of Ireland
Qualified Financial Advisor (QFA) – The Life Insurance Association of Ireland
Fellow of the LIA (FLIA) – The Life Insurance Association of Ireland
Graduate Diploma in Financial Planning – University College Dublin
CERTIFIED FINANCIAL PLANNER™ CFP® – Financial Planning Standards Board Ireland
Masters Degree in Finance – University College Dublin