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Why work
with Paddy?

I understand that finding someone you can trust with important financial decisions is not easy, to say the least! Clients get in touch with me when they need a genuinely independent source of help who is focused on helping them. My focus is to help you achieve positive outcomes, and avoid costly mistakes.

I was fortunate to have had a choice of career paths; I chose this one, and am hugely motivated to make a positive difference in doing so. I have earned a reputation of delivering real results, combined with technical expertise, and a win-win attitude.

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Financial Planning Solutions

Unbiased Investment & pension income planning for individuals and business owners within 10 years of retirement

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Training Solutions

Training & coaching workshops for medium and large financial services companies

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Success Solutions

A globally recognised Success Workshop for aspiring professionals, benefiting them in their work and personal lives

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Award Winning

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Success Stories

Retired Civil Servant, Meath

The fact that Paddy is genuinely independent and does not sell any ‘product’, meant that his entire focus was on linking my short, medium and long-term goals to a sound financial plan. He produced an excellent financial plan, showing exactly what I needed to do, in order to achieve my goals.

John Tierney
Director, Alan Tierney & Co, Dublin

Paddy has enabled our Financial Planning department to fully engage and deliver real value to our long-standing clients.He now works with all our professional insurance staff to help us deliver better results for our clients, and for our business

Will Sparks
Director, Dublin

The success workshop with Paddy brings the characteristics of successful people down to everyday practical tips and habits that can be implemented by us all immediately. It demystifies success and the concept that people who have made it were born that way

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Work with Paddy

If you would like to get in touch to see how Paddy can help, please complete the form below and we will be in touch.

While we would love to help everyone we offer our service to individuals and business owners who have accumulated €200,000+ of investment and pension assets, and who are aiming to retire within 10 years.

The details collected in this form will be used so that we can contact you in relation to your query either by telephone or email. You can read our privacy policy here.

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