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I help medium and large Financial Service companies in Ireland and UK to deliver better results for themselves and their clients. I help them to determine and adapt the behaviours required to be more client-focused in a changing profession. I have developed a reputation as one of Ireland's most impactful facilitators, and specialists in Financial Services training and development.

Corporate Training Solutions

Why Work With Paddy


I understand that any investment in the development of your teams must yield a tangible result. I develop workshops and training interventions that have a focus on being highly practicable and will shift behaviours that deliver tangible business outcomes


I understand all aspects of Financial Services in Ireland, having worked in many areas over almost 20 years.As someone who works with clients to this day I can help your teams develop skills that are specific to the job that they do and how they interact with clients


I have developed a reputation of delivering workshops and programmes that are highly engaging and interactive. Participants are encouraged to get involved, to learn while doing and invariably enjoy the experience. More importantly they all gain ideas and practical knowledge that they can apply immediately


I am very proud to have been recognised on a national stage as part of a training team that won the Irish Training Consultancy Award in 2018. This award was for delivering a long-term advisor development programme for a large insurance company. We helped them to deliver better outcomes for themselves and their clients.

If you are a progressive Financial Services company that wants to invest in your people in order to deliver results for your business and your clients I would be delighted to explore how I can help you

How I Work With Training Clients

Understand Your Needs

It is not uncommon for us to be asked to ‘just deliver a session that they’ll enjoy’, however this is both a waste of time and a waste of money. We challenge clients to consider what the real desired outcome should be, and to understand how far, or near they are from that desired state of skills, knowledge and competence

Develop A Programme

It may require a short intervention, or it may need something more in-depth. Based on where you are at now, and where you want to get to, I will design a development plan which stands a high probability of delivering tangible results


Typically at your offices, or a nearby venue we will host the 1-to-1 or group sessions. These are always high-energy and hugely interactive. A lot of work goes into design to help ensure that the development required is delivered. You supporting your teams following this session is also key to success


I encourage all clients to focus, and measure the impact on the bottom-line. While this can be challenging to do it helps prove Return on Investment, and focuses next steps and on-going support required for your teams.


"Paddy has enabled our Financial Planning department to fully engage and deliver 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."

Alan Tierney & Partners

"I've had a few sessions with Paddy over the years, and come away from each one much clearer in my ideas of how I want to work with my clients. He's helped to keep my message clear, client-centred and focused on what I do best - simple but essential help in generating new and repeat business."

Stewart Taylor
Director, Kirwan Financial Services

next steps

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.

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