Maven Financial Planning is one of Ireland’s leading financial planning and advisory firms. Maven provides impartial financial advice on pensions, savings, investments and protection including inheritance planning for clients. The expert team at Maven Financial Planning is passionate, professional and experienced, with diligence for gathering the most relevant information and recommending the most suitable products to clients.
People face many important financial decisions along their lifetime. From the decision to live close to home or far away, send children to public or private school, take a high-paying stressful job over a lower-stress one with less pay, or pursuing job stability versus starting a new business. Maven Financial Planning help clients navigate the financial challenges and opportunities that will arise throughout their life creating the environment to give clients the confidence to make the best decisions on how to manage their finances. Our approach to financial advice is different. The advisory team at Maven support the overall financial well-being of clients and how that well-being interacts with the clients work, family, leisure time, spending & investing behaviours, cash flow etc. Maven Financial Planning’s qualified financial advisors examine all financial touch points in their clients’ lives in order to more successfully design a solution to help reach their personalised goals.
The foundation of every comprehensive financial plan & successful relationship is to start with understanding our client’s goals and personal values. We do this during a factfinding process. Maven can then provide an analysis and a clear view to the client of their financial life. By profiling the client’s attitude to risk and by developing a personalised financial plan, Maven can identify what changes are needed today and in the future. Maven Financial Planning’s strategy is to integrate all areas of a client’s financial life at the very beginning of our engagement, review this on a continual basis and adjust portfolios accordingly. This allows our clients to plan for and reach their stated goals throughout their life journey, not just one portion of their life.
We are passionate about what we do. Financial planning is at the core of everything we do for our clients. We listen, we ask, we compile, and we put together a plan so that you can meet your objectives. We provide essential support, reassurance and guidance along your journey to help you worry less and achieve more with your finances.
Call us now or request a callback
Our clients range from individuals and families to corporates and those in Group Pension Schemes. We also guide some of the country’s leading professionals and entrepreneurs managing over €200 million of finances in total.