INTRODUCTION
Having led the creation and development of Galway’s largest wealth management firm, DHKN Life & Wealth, over the past 15 years, our Managing Director, Fintan Corrigan & Padraig Kelly, rebranded the firm as Maven Financial Planning in 2018 in order to better reflect the business we are today.
The term ‘maven’ was coined to define someone as ‘a trusted expert in a particular field, who seeks to pass knowledge on to others’. It comes from Hebrew, meaning “one who understands”, based on an accumulation of knowledge. Our financial advisors hold the internationally recognised Certified Financial Planner certification (CFP®) which means they understand the importance of financial control, achieving goals, and peace of mind.
We are delighted that many of our original clients are still with us today, reaping the benefits of their individual plans. Maven Financial Planning works with individual clients from a cross section of professions, along with business owners and SMEs.
OUR CORE VALUES
At Maven Financial Planning, our goal is to build long-term relationships and trusted partnerships.
We endeavour to succeed in this by upholding the following core values:
Outstanding Client
Service
Service
Operational
excellence
excellence
A commitment to integrity
and responsibility
and responsibility
A great team and
winning culture
winning culture
OUR PARTNERS & ACCREDITATION
Maven Financial Planning has strong, collaborative relationships with partners across a spectrum of professional areas including investment, legal, tax, audit and debt structuring in Ireland and abroad. Maven are members of Irish Brokers Association (IBA).
By successfully implementing ISO 9001:2015, Maven Financial Planning continually improve their quality management system (QMS) and processes, which in turn, improves Maven’s ability to meet client expectations. As such, Maven blend quantitative data with qualitative information to provide comprehensive financial planning solutions to our clients.
