A group of professionals attending a meeting or workshop in an office conference room, with a man standing and presenting with a marker on a whiteboard, and five others seated around a table listening and engaging. The room has large windows, bookshelves, and potted plants.

THE FPM PROMISE

Whether you create your own Complete Financial House or you work with an CERTIFIED FINANCIAL PLANNER (CFP®), you will be on your way to making your lifetime dreams and goals a reality. write better. UK english, friendly tone. consider seo best practice

A group of six people in a meeting room with a large window, sitting around a table. One man is standing and presenting with a marker in front of a whiteboard. The room has bookshelves and plants.

THE FPM PROMISE

We commit to working with you to enhance your financial well-being. We will empower you to make sound financial decisions based on a two-way dialogue founded on feedback and trust. We don’t talk in terms of products; we focus on your specific requirements and develop a tailored personal strategy. Cash flow planning is included as part of our service to you at no extra cost because we believe having a complete view of our current and financial future is essential to your success. - do the same for this

Our Commitment

We commit to working with you to enhance your financial well-being. We will empower you to make sound financial decisions based on a two-way dialogue founded on feedback and trust. We don’t talk in terms of products; we focus on your specific requirements and develop a tailored personal strategy. Cash flow planning is included as part of our service to you at no extra cost because we believe having a complete view of our current and financial future is essential to your success.

  • Customer First

    Our priority is to understand your values and to anticipate your needs. We will empower you to translate your vision into your reality by helping you with optimal strategy and along the way. We will make every effort to streamline all services and be available for a chat whenever you need us.

  • Transparency

    We will set expectations early on in our dealings with you, so you will know exactly what we are paid for and the basis of our advice. You will have access to all of our financial research used to build your plan. We will show you the real picture of your finances and keep you focused on the end goal without forgetting to enjoy the journey.

  • Accountability

    We are accountable for providing expert advice delivered without technical jargon. We will also make sure that you are accountable for making the changes needed for your plan to work, for your and your family’s future

Trusted Partnerships

We work with some of the top Insurance and Financial Investment companies in Ireland:

Logo of New Ireland Assurance featuring stylized green figures and text.
AVIVA logo featuring a multicolored abstract shape above the word "AVIVA" in blue capital letters.
A purple heron illustration with the black text 'Royal London' beneath it.
Logo of ITC with the slogan "Your future. Our focus." in blue, green, and gray colors.
Irish Life logo with a stylized figure holding a fish, on a blue background, and the text 'Irish Life' in black.
ConEXIM Advisors Ltd logo with text and graphic elements.
GreenMan logo with stylized person sitting, next to the text 'greenman'
Standard Life logo featuring a stylized 'S' with orange and navy blue geometric shapes and the words 'STANDARD LIFE' in navy blue text.
Zurich Insurance logo with a blue circular icon containing a stylized white Z and smile, and the word 'ZURICH' in bold blue letters beneath.