Financial Planning

At Sherry FitzGerald Financial Services, we simplify Financial Planning to ensure you achieve your goals.

With the support and guidance of our experienced Financial Planners, no goal is out of reach. By understanding your goals and when you want to achieve them, we tailor a plan to your specific needs. Your new Financial Planning roadmap will offer you the clarity you need to plan for the years ahead. You may want to plan for retirement; buy your dream home; or ensure your family’s financial future is secure.

For many of you, your financial plan involves aiming to achieve many goals at once. We will explain how best to use your income and assets to best effect and implement a plan which will help you live well and secure your financial future.

To get started, book a quick chat with us today!

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Further Education

Meet the Team

Director of Life and Pensions

Eoin Macken

Sherry FitzGerald Financial Services

Associate Director, Financial Services

Noreen McKenzie

Sherry FitzGerald Financial Services

Financial Planner

Evan Farrelly

Sherry FitzGerald Financial Services

Get in touch for Financial Planning advice

Give us a call

Give our Advisors a call today!

Send us an email

Contact our Advisors today!

Book an Appointment

Set up an appointment with one of our Financial Advisors today!