Lifestyle Financial Planners Tone Street, Ballina, County Mayo F26 PX76
About the Business
Lifestyle Financial Planners is a trusted and reputable financial institution located on Tone St in the beautiful Ballina, Co. Mayo, Ireland. With a focus on helping individuals and families make the most of their finances, this dedicated team of professionals offers a wide range of financial planning and investment services.
At Lifestyle Financial Planners, we understand that no two people have the same financial goals or needs. That's why we take the time to get to know each of our clients on a personal level, so we can provide tailored financial advice and create a unique plan for their individual needs.
Whether you're saving for retirement, planning for your children's education, looking to invest in the stock market, or just need help setting a budget, our team of seasoned financial advisors can help guide you every step of the way. We believe that a comprehensive financial plan is the key to long-term financial success, and we work tirelessly to help our clients achieve their financial goals.
Our office on Tone St in Ballina is warm and welcoming, and we invite you to stop by and meet with us. We offer a wide range of financial planning services, including retirement planning, investment management, estate planning, tax planning, and more. Our team is dedicated to providing you with the highest level of service and support, so you can feel confident in your financial future.
At Lifestyle Financial Planners, we believe that everyone deserves to achieve their financial goals, regardless of their income or net worth. We welcome clients from all walks of life and pride ourselves on offering affordable, customized financial planning services.
So if you're looking for a reliable and trustworthy financial institution in Ballina, Co. Mayo, come visit us at Lifestyle Financial Planners. We're confident that we can help you achieve your financial goals and plan for a bright and secure future.
Photos
Location & Phone number
Tone St, Ballina, Co. Mayo, F26 PX76, Ireland
Hours open
Monday:
09:45 - 17:00
Tuesday:
09:45 - 17:00
Wednesday:
09:45 - 17:00
Thursday:
09:45 - 17:00
Friday:
09:45 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I had a financial review with Paul and I found it very informative. He gave me a clear and precise picture of where I am now and where I need to be in the future. Would highly recommend lifestyle financial planners for a top quality and friendly service."
"Paul is very considerate, understanding and professional in his advice. He pays attention to detail and explains things in a way that is easy to understand. Paul helped me review some personal and professional financial matters. Paul did so with clear communication in a way that I was not left in any doubt and not using too much financial language, so it was easy to understand as an ordinary person! Paul is very helpful and respectful in his dealings, no matter how little or how much financial knowledge you have. He is not dismissive. If you're considering contacting Paul or his team, I would encourage you to do so without delay, I will definitely be recommending Paul and Lifestyle Financial Planners to all my family, friends and professional network."
"Met Paul on 14th Jan 2021. Was very impressed by his knowledge and expertise in all aspects of pension benefits. He gave me great advice for going forward. I would highly recommend it to have a chat with him if you have any queries in relation to pensions, he will put you on the right road. His secretary Amanda was also very welcoming, friendly & efficient."
"I recently had a financial consultation with Paul. He gave me clear, impartial and no-nonsense advice about a number of policies I wished to review. I found him to be very helpful and easy to deal with. I will definitely be recommending Lifestyle Financial Planners to family and friends."
"I recently engaged with Paul and Caroline from Lifestyle Financial Planners. They were brilliant! They explained things very clearly and were available at any stage to provide expert advice and guidance. Both were a pleasure to deal with and very honest throughout the process. They handled my queries in a very timely and open manner. I'll definitely be using their excellent financial services again. Highly recommend them. Michael"
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