Lifestyle Financial Planner

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

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 Services

Testimonial

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.