Financial Planning

Let’s make a road map to where you want to be.

Pax Financial will give you a clear view of your financial future and then help you to explore your options. We’ll explain how you can protect your income and your assets, how you can grow your wealth and how you can replace your income when you retire. We’ll set out a personal financial road map that’s easy for you to follow and will get you to where you want to be.

 

Ready? Lets go.

Protect

The first step is to find a way to protect your home and your income should something unplanned happen. We’re talking about insuring against a serious illness, injury or death so that your family or business will not suffer financially.

Grow

The second step on your journey is to find a way to increase your wealth with a long-term strategy.

This involves building your very own investment portfolio that balances your appetite for risk with maximum potential for growth.

Replace

The third step is to find a way to maximise your retirement fund. This is about making sure you have the best plan in place and that you’re making the most of any tax breaks so that you and your next of kin will be as comfortable as possible in the future.

Financial Planning

We have been Ireland’s specialists in personal financial planning for over 20 years. Our experts use all of that experience and a bespoke cash flow modelling and planning tool to give you a complete picture of your finances and a road map to financial security.

Wealth Management

We tell you everything you want to know about pensions, investments and inheritance planning, show you your options and give you access to the largest institutional pension, investment and asset insurance providers.

Mortgage

Your mortgage is probably the biggest financial commitment you will ever make and the interest rate and length of the loan will have a huge impact on how much you repay to the bank. We will help find you the best deal possible.

Our Directors

Paul Merriman

QFA Grad Dip CFP®

Ian Britton

QFA RPA

Conor Byrne

QFA APA

Pax Means Peace

Peace of mind for you, peace of mind for your financial future.

Testimonials

"I have been receiving advice from Pax since 2010 and have always found Paul very well-informed and up-to-date on all aspects of pensions and investments and his experience has assisted me in all facets of my personal finances, for which I am very grateful. He is an honourable and principled individual and I respect his integrity and have no hesitation in recommending him."
placeholder - DK, Company Director, Foxrock, Dublin
"Paul, Conor and all the team at PAX deliver a truly professional financial planning service, specifically tailored to their clients’ own interests. They have a wealth of knowledge at their disposal and I would happily recommend PAX to anyone seeking a sound personalised service."
placeholder - Ken, Dublin 2
"Paul Merriman is someone who delivers expert advice when it comes to money management – he certainly turned our life around. He’s someone we would trust and highly recommend."
placeholder - Seamus & Siobhán Dublin