About Lifestyle Financial Planners

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

Our Team

Paul

Financial Planner

I am a Certified Financial Planner, a Fellow of the Life Insurance Association by diploma and Qualified Financial Adviser. 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 a Masters in Finance & Risk Management through UCD in 2015 with a 1st class honouIrs.

Caroline

Office Administrator

I am a Ballina native, now living in Crossmolina with my daughter Aoibheann.  I graduated from NUI Galway with a Masters in Law, Technology & Governance in 2011. I also have a Bachelor of Arts Degree in Law & Taxation from Letterkenny Institute of Technology. I love travelling and even spent a year working in the Emerald Isle Immigration Centre in New York in 2012. I joined Lifestyle Financial Planners in 2019 and love it because I love paperwork and dealing with all the administration in this business, there’s plenty of that.

Amanda

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 front of office or telephone.
I deal with all internal IT systems, PR and Marketing and currently studying  towards my QFA qualification.

Ann

Financial Advisor

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 I worked as an Associate Financial Planner. Having returned to Ireland I got the opportunity to join Lifestyle Financial Planners.

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

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