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About PFP Financial Services LTD

PFP Financial Services Limited offer excellent value and service to clients to assist in meeting their financial planning needs. We believe that Financial Planning starts with discovering what's really important to you in life and what goals you have in your future. Whatever ambitions and plans you have, our proven 'Lifestyle Financial Planning' services are helping people to better manage their day-to-day finances, to grow and protect their wealth.

Directors
Paddy Mahony ACA QFA - Director

Paddy received a Bachelor of Commerce degree from University College Dublin in 2002. Subsequent to this Paddy trained as a Chartered Accountant with KPMG, Dublin. Paddy qualified as a Chartered Accountant in 2005. During his time at KPMG Paddy worked with some of the largest Irish private and public companies as well as a large number of multinational companies. Paddy is also a Qualified Financial Advisor and holds a Diploma in Insolvency from Chartered Accountants Ireland.

In 2006 Paddy joined Corless & Associates as Group Financial Controller. He co- founded PFP Financial Services Limited in August 2009.

Andrew Nevin QFA - Director

Andrew has 15 year's experience in the financial planning working with individual and corporate clients.

He is a Qualified Financial Adviser and a Member of the Life Insurance Association and Institute of Bankers in Ireland. Andrew joined Corless and Associates in 2004 as a Financial Services Manager. He worked previously with New Ireland Assurance, a leading company in the area of financial planning. He co-founded PFP Financial Services Limited in August 2009.

About you

Our Clients
We are privileged enough to work with some fantastic clients and assist them in achieving their long term lifestyle and financial goals. We advise corporate clients, individuals and families on their long term planning needs. We have particular experience with owner managed businesses, medical consultants and multi-national companies located in Ireland with up to 50 employees. We are committed to getting it right for clients.

Our Process
We believe that everyone is different with individual needs. As such we tailor our advice to these needs.

We do, however, follow a general process to ensure we deliver a structured, consistent service.

Initiall, we look to arrange a no cost, no obligation meeting in our offices in Rathgar, Dublin or at your place of business or home.

At this meeting we will discuss your existing circumstances and discuss your future plans and explain the services we offer.

Thereafter the process has three main attributes:

Our Process

As part of our servicewe will have an annual review meetings to ensure you are on track and make any adjustments required to the plan due to any changes in your circumstances.

Our Process

Our Partners and Service Providers

Our Partners and Service Providers

Investment and Fund Managers

Global Outlook, Local Expertise
We bring global expertise in investment manager to you locally in your pension, investments and savings.


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