There is no such thing as ‘one size fits all’ when it comes to financial planning.
At Elevate Financial Planning our philosophy is to offer a tailor-made advisory service that is specific to your own financial wellbeing and goals. We provide our clients with the best options available to them as independent, impartial advisors.
As a close-knit team, we are dedicated to providing a personal service, and developing long lasting relationships with our clients. We believe that financial planning doesn’t have to be so complicated, and we strive to provide a simple process from start to finish for all of our services, including financial planning, pension transfers, investment advice, and more.
From your initial consultation to yearly review meetings, our clients can be assured that their financial goals are on the right path, and they are equipped to deal with any unforeseen events that life can throw their way.
Why Choose Elevate Financial Planning?
Assets Under Management
We’re a team of highly skilled qualified financial advisors with expertise in all areas of financial planning. We work with clients nationwide and have offices in Dublin, Cork, and Wexford. We can accommodate our client meetings in-person (when Covid-19 restrictions are lifted), as well as through online and phone consultations.
Find out more about the team behind Elevate Financial and the specific areas that we can provide guidance on.
Conor Farrell BBS QFA
Conor established Elevate Financial Planning to provide a comprehensive approach to modern day financial planning. As a Qualified Financial Advisor, Conor has been a financial planning professional in the Financial Services Industry for over 10 years. Conor has previously worked as an advisor to Irish Pensions and Finance and New Ireland Assurance, and has been commended for his dedication and commitment to his clients. He was named as one of the Top 3 advisors in the country by New Ireland in 2016.
Conor’s specialities include:
- Occupational Pension Schemes
- Company Director Pensions
- Financial Planning
- Past Pension Specialist Advisor
- Future Savings Plan
- Financial Protection
Conor’s commitment extends to his personal life where he is an avid fitness lover, a loyal Wexford & Mayo GAA supporter and a keen follower of National Hunt Racing.
Book a consultation with Conor
Joe Murphy QFA
Joe joined Elevate Financial in 2020, He is a Qualified Financial Advisor, having spent over five years working in the banking, life and pension industries.
Joe holds an honours degree in Business from Maynooth University, bringing a strong business acumen to financial planning, helping clients to clearly understand their financial objectives and carve out a path to help them achieve those goals, from now to retirement.
Joe’s specialties include:
- Public and Private Sector Pensions
- Company Pensions
- Life and Serious Illness Protection
- Income Protection
- Savings and Investment
In his spare time, Joe enjoys time with his family, friends and exercising.
Book a 1:1 consultation with Joe
Conor O’Shaughnessy QFA CFP
Conor joined Elevate Financial in 2020 as a Qualified Financial Advisor. With over 12 years of experience working in banking and finance for PTSB, and Investec Private Bank, Conor also brings international experience to Elevate Financial having spent 5 years working in the Middle East.
Conor is passionate about educating clients on portfolio management and really making sure they are maximising their resources to the best of their ability. He is passionate about putting an effective plan in place that not only provides a comfortable income in retirement, but also protects your income now should the unforeseen happen.
Conor’s specialties include:
- Specialist Financial Protection Advisor
- Investment & Pension Portfolio Management
- Tax Advice
- Financial Planning
In Conor’s spare time he enjoys GAA, cycling and running.
Book a 1:1 consultation with Conor
Ciara Thomas QFA
Having joined Elevate Financial Planning in early 2020, Ciara has built a strong track record of helping her clients reach their maximum client potential. As an LIA qualified financial advisor, Ciara prioritises her individual clients’ financial needs and objectives and provides them with a detailed, clear and straight forward approach to helping them plan effectively for their future. With a keen interest in the current financial market, Ciara brings her natural know-how and understanding of the current Irish landscape into each financial plan, ensuring that her clients have a fresh and unbiased view of their financial future.
Ciara’s specialities include:
Life and Serious Illness Protection
Savings and Investment
Outside of the financial sphere, Ciara spends her spare time catching up with friends and family, enjoying road trips across Ireland and getting stuck into a good true-crime documentary.
Martin Ward QFA
Martin oversees the day-to-day administration and operations. With a laser-focus on detail, Martin is committed to driving excellence in all aspects of his role and ensuring that all client needs are being catered for in the proper manner. Currently studying for the LIA QFA diploma, Martin has a deep interest in the financial sector and looks forward to continuing to develop his skillset within the industry.
Given his enthusiasm for the sector, Martin has a keen interest in the rise of cyrpto-currency within the Irish market and the growing popularity of NFTs. He dedicates his spare time to expanding on his knowledge of the broader financial landscape and aims to introduce his learnings into his role at Elevate Financial
Orlaith Farrell QFA
Not only interested in the financial world, Orlaith is an avid music fan, loyal follower of Wexford and Mayo GAA and a regular sea swimmer.
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You’ve gotten this far. Now what? Speak to a member of the team about how we can help you to plan (and reach) your financial goals.