Meet the Team

Paul

Certified Financial Planner

I am a Certified Financial Planner, a Fellow of the Life Insurance Association by diploma and a Qualified Financial Adviser. I joined the Financial Services business in 1985 and have worked at senior management level both in Ireland and the UK 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 completed my Masters in Finance & Risk Management through UCD in 2015 with a 1st class honours.

Caroline

Qualified Financial Advisor

I am a Ballina native, now living in Crossmolina with my daughter Aoibheann.  I have a Bachelor of Arts Degree in Law & Taxation from Letterkenny Institute of Technology and graduated from NUI Galway with a Masters in Law, Technology & Governance in 2011. I completed my QFA in 2022. 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. Aside from the human side of the business, I actually love all the paperwork and dealing with all the administration, and God knows, there’s plenty of that.

Amanda

Qualified Financial Advisor

I am involved full-time as part of the team since 2008 and ad-hoc in the family business for years, prior to this. I am married to Paul, and we have 5 grown-up children. I love walking our 3 dogs, travelling to see our daughter who lives in Perth and our son and 2 granddaughters in Canada. I am a QFA with a BA (Honours) in Business in Insurance Practice.
I am happy to help with any insurance requirements you may need.

Triona

Qualified Financial Advisor

I am from Kells, Co Meath. I am married to Richard whom I met while working in Prague twenty years ago. We have three football mad sons. We moved to Mayo 12 years ago, and settled in my husband’s native town of Louisburgh eight years ago. I graduated with an Honours Business Studies Degree from Dundalk RTC (now DKIT) in 1996. I have more than twenty five years’ experience working in sales roles in the recruitment and health and wellness industries. A long standing interest in economics and finance led me to pursue my studies professionally in 2021 and I completed my QFA exams in January 2023. I have been working with Paul and the team at Lifestyle Financial Planners since July. I am here to assist you with your Financial Planning, Income/Insurance Protection and Retirement Planning needs.

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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We are proud of our Certified Status – The ultimate symbol of professionalism

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