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
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.
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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