Lifestyle Financial Planner

See life in a new perspective. Re-imagine your financial planning.

Book your free discovery call

We understand that navigating your financial future can be overwhelming, and we’re here to help. We are offering a complimentary 15-minute financial planning consultation with our experienced lifestyle financial planner, John Joe Muldoon.
John Joe is dedicated to understanding your unique needs and goals. Whether you’re looking to create a budget, plan for retirement, or explore investment opportunities, he’s here to provide guidance and support every step of the way.

What we Do

Who We Are

We’ve been in the financial services sector since 1992.  Using the breadth and depth of understanding, gleaned through years of business and life experience, our goal is to bring you the peace of mind that your financial planning is in safe hands.  This will leave you free to make better informed choices.  Good for you, good for your business and good for your family.


Financial Planning

Family Protection

Business & Corporate

Pensions & Retirement

Our Insights

Planning for a Secure Retirement

Planning for a Secure Retirement

Planning for a Secure Retirement: Key Insights from Financial Planner Are you looking ahead to your retirement years and want to make the most of them? We've had the privilege of assisting numerous clients in the UK with their retirement planning, and we're excited to...


I find John Joe a pleasure to deal with. He deals with complicated issues in a very straightforward way. He is a trusted advisor and is very expert in his field. I have no hesitation in recommending his services.

Joseph Mallon LLB
Director. Mallon & Co Solicitors.
Mallon & Co Solicitors (incorporating Rafferty & Boyle Solicitors).

Our Culture

We see life in a different perspective. You’ve already got part of the who we are: We want to build your finances to help you live a life that is uniquely yours. That’s half the story. The other half is all about our expertise.


Be different


Looking ahead

Latest Videos

Find out more

Click below to find out more on how we can best help you with your future investments and financial planning.

JJ Financial Podcast

Society of Later Life Adviser

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