About Us

There is no such thing as ‘one size fits all’ when it comes to financial planning.

Financial adviser discussing pension transfers with client at Elevate Financial Planning office

There is no such thing as ‘one size fits all’ when it comes to financial planning.

Financial adviser discussing pension transfers with client at Elevate Financial Planning office

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.

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Why Choose Elevate Financial Planning?

Years Experience
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Happy Clients
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Assets Under Management
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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 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. We can accommodate our client meetings in-person, 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.

Meet Our Team

Conor Farrell

Conor established Elevate Financial Planning to provide a comprehensive approach to modern day financial planning. As a Qualified Financial Advisor,...

Ciara Thomas

Having joined Elevate Financial Planning in early 2020, Ciara has built a strong track record of helping her clients reach...

Joe Murphy

Joe joined Elevate Financial in 2020, He is a Qualified Financial Advisor, having spent over five years working in the...

Orlaith Farrell

Orlaith joined the Elevate Financial team in 2022 and has proven her commitment to delivering excellence for her clients to...

Aoife Lowndes

Joining Elevate in September 2023 with an Honours Bachelor’s in Sociology and Law, Aoife offers a dual lens of sociological...

Brendan Furlong

Brendan joined the team in 2024 as a Financial Administrator, bringing with him a strong academic foundation with an honours...

Aidan Murphy

With over 18 years of experience across Banking, Treasury, and Wealth Management, Aidan brings deep advisory expertise to Elevate Financial....

Nathan Gunn

Nathan joined the team in September 2025 as an apprentice with experience in Retail banking and IT. Nathan prides himself...

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