Financial Planning

Financial planning

Your financial plan is your road map to financial freedom.

Pax Financial offers expert financial planning for individuals, business owners and professionals at all stages of their careers. Our advice is tailored to each client’s personal circumstances, hopes and dreams using an established financial planning process, as described by the international CFP® board. This ensures we give you insightful, accurate, relevant, professional advice to help you achieve your financial goals. We build a plan that looks at your present condition, including your income, expenses, assets and liabilities, and where you want to get to.

We’ll make sure that you have the best plan to reach your goals while also continuing to enjoy your current lifestyle. We’ll help you to make changes and modify your plan as your goals and priorities change with time, making sure your plan stays up-to-date. Your financial plan will be unique, a personal road map, tailored to your own individual circumstances.

Why Pax Financial?

Because we put our clients at the heart of everything we do. We make sure we demystify financial planning and keep everything relevant and easy to understand. We’ll take the time to appreciate where you’re coming from and where you want to go. Using all of our skills and experience, we’ll do our utmost to get you there, with a financial plan that brings hope, security and peace of mind, protecting and growing your money.

Testimonials

"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