At Elevate Financial Planning our philosophy is to offer a tailor-made advisory service that is specific to your needs and concerns.
It is our mission to understand your unique financial position and ascertain the areas of importance in order to offer effective guidance to your financial wellbeing.
Our aim is to develop and maintain longstanding relationships. We pride ourselves on our dedication to each individual and offer a personalised service that will provide security and peace of mind for the future.
We want our clients to fulfil their full potential in life. We believe that starts by managing your finances effectively. By having a specialised financial plan in place, our clients will unlock a multitude of benefits, including;
- A better work/Life Balance
- Reduced stress due to peace of mind
- Providing security for Family and Business alike
- Wealth Creation and maintenance.
From the initial consultation to yearly review meetings, our clients can be assured that they are being provided with an entirely personalised and committed service that will unlock their financial potential and provide reassurance that you are on the right track.
Conor Farrell BBS QFA
A Qualified Financial Advisor Conor has been a financial planning professional in the Financial Services Industry for over 8 years. Working as an advisor to Irish Pensions and Finance and New Ireland Assurance, Conor has been commended for his dedication and commitment to his clients. He was named as one of the Top 3 advisors the country by New Ireland in 2016. Conor established Elevate Financial Planning to provide a comprehensive approach to modern day financial planning.
Elevate Financial Planning strives to achieve full financial potential for each individual, with an effective plan that protects their family, provides a comfortable income in retirement and maximises the clients’ assets.
Conor’s commitment extends to his personal life where he is an avid fitness lover, a loyal Wexford & Mayo GAA supporter and a keen follower of National Hunt Racing.
Joe joined Elevate Financial in 2020, He is a Qualified Financial Advisor.
Joe has a strong background in finance. He has over 5 years of experience within the banking,
Life and Pension industry.
He holds an honours degree in Business from Maynooth University,
Joe strives on continuous development to ensure he can offer his clients the best advice for
their circumstances. His main aim when with a client is to get a clear idea of their financial
objectives and to help them achieve their financial goals to give them security now and in
Joe Can give guidance on :
Public and Private Sector pensions
Life and Serious Illness Protection
Savings and Investment
In his spare time, Joe enjoys time with his family, friends and exercising.
Companies who’s employees we have worked with