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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! Successful consultants & Business-Owners seek my help to make important financial decisions as they approach and enjoy retirement.

I was fortunate to have had a choice of career paths; I chose this one, and am determined to make a positive difference in doing so. I have earned a reputation of achieving real results for clients.

Frequently asked questions

Services

Independent Financial Planning 

Fee-based Financial Planning & Investment Management for consultants & business owners within 10 years of retirement

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Corporate Training Solutions

Training & coaching workshops for medium and large financial services companies seeking to serve their clients better

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Corporate 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

B.N.
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

Knowledge Centre

next steps

Work with Paddy

I would be delighted if you wish to get in touch to explore working together. Please get in touch below, and I will contact you directly and in confidence. Thanks.

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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