Our Story

Who we are

The story behind the people behind Pax Financial

PAX Financial as we know it today was born when our CEO, Paul Merriman, acquired the business in 2011. Since then the company has grown from a two-man operation into one of the most successful financial planning consultancies in Ireland with over 54 employees, including 13 accredited advisors, 6 mortgage advisors, 9 paraplanners and 5 mortgage case managers offering a full range of financial services.

The team advises individuals and businesses on all aspects of financial planning, investments, wealth creation and management, cash flow modelling, inheritance planning, pensions, retirement planning, business insurance and mortgages. We are here to help our clients to afford the lifestyles they want now, and in the future, using considered, well-researched and experience led advice.

As a leading Irish consultancy we are registered with the Central Bank of Ireland, and provide clear, client-focused, tailored financial advice with the highest standards of customer service.

When we take on a new client we work hard to earn their trust and to build a life-long relationship with them built on mutual respect and transparency. That’s why nearly all of our clients are with us for the long haul and readily recommend us to their friends and family.

Got a question? Askpaul

In 2016, having worked through thousands of consultations, Paul noticed that nearly everyone he met was confused and fearful about money. And so, askpaul was launched as a channel through which everyone could access jargon-free financial advice. It began with a Facebook page and short videos that featured a straight-talking no-nonsense approach to money and business and this helped him quickly become Ireland’s favourite financial advisor, offering high-quality customer care experience, dedicated advisors and a paraplanning team.

With highly specialised and qualified professional advisors in-house, cutting edge technology and innovative processes, the Pax Financial team is passionate about guiding our clients towards successful financial futures.

Today, askpaul is a place where everyone can get excellent, free, easy-to-follow and easy-to-implement advice on all money matters.

Our Journey

2011 – Professional rebranding and acquisition

Paul Merriman (CEO) acquires PAX Financial Planning and is joined by Conor Byrne (executive director)

2014 – Established second branch

Extended our operation to Limerick

2015 – Established third branch

Extended our operation to Cork

2016 – Launched askpaul

Ian Britton joins PAX Financial Planning as managing director. askpaul established as a place for everyone to get advice on all money matters

2018 – Mortgage licence and expansion

Obtained our mortgage licence, introduced a cash flow forecast tool into the system and established new paraplanner and sales teams

2019 – Launch of dedicated customer care team

A new era in superior customer service for Pax Financial Planning’s clients

2020 – 100M under management

A major milestone for any financial consultancy in Ireland

2021 – Continued Growth

  • Expanded our team to more than 50 Staff Members
  • 7250+ Happy Clients
  • Doubled our Advisors & Triple our Advice Capabilities