We specialise in

Financial Planning

We provide our clients with the best options available to them as independent, impartial advisors.

Get started today
https://elevatefinancial.ie/site/wp-content/uploads/2023/10/iStock-1477970026.jpg
We specialise in

Financial Planning

We provide our clients with the best options available to them as independent, impartial advisors.

Get started today
https://elevatefinancial.ie/site/wp-content/uploads/2023/12/iStock-1098111742-1.jpg

We specialise in

Financial Planning

We provide our clients with the best options available to them as independent, impartial advisors.

Get started today
01 / 01

We specialise in

Financial Planning

We provide our clients with the best options available to them as independent, impartial advisors.

Get started today
01 / 01

As a close-knit team, we are dedicated to providing a personal service, and developing long lasting relationships with our clients.

We believe that financial planning doesn’t have to be so complicated, and we strive to provide a simple process from start to finish for all of our services, including financial planning, pension transfers, investment advice, and more.

Learn more about us

What our clients say

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  • “Conor has worked with me to provide a holistic set of financial advice and has really helped me break down my options while planning for the future. He is extremely thorough and explains everything very simply but also makes sure you have all your options well understood. I feel I’m in safe hand with Conor and the team as they have been so professional at every stage and I would not hesitate to recommend Conor to anyone.”

    John Roche

    Head of Development at Regnology

  • “I have been working with Conor and his team over the past few months around all areas of our financial wellness. Conor and the team are really exceptional at what they do. They are very detailed oriented and do a lot of great research on behalf of their clients to present back to them what is the best options available to support their goals. I have been really impressed working with Conor directly, I am safe in the knowledge that my family and I are well taken care of for our future and I have no hesitancy in recommending the services of Elevate. You will not be disappointed.”

    Joe Dunleavy

    Head of Innovation at Endava

  • “Conor has been fantastic to work with – a thorough professional who outlined our plans in a clear, concise and easy to consume manner. Developed a fantastic solution to an old investment issue – very knowledgeable – and most importantly honest and practical. I’m very happy to highly recommend Conor and his team.”

    Dryden Geary

    Marketing Director at TitanHQ

  • “Myself and my wife have been working with Conor now for a few years and we would highly recommend him. When we moved back home to Ireland one of our biggest concerns was our Pension and life cover, we see it as a paramount requirement and dealing with Conor takes all the stress out of it. He is always a pleasure to deal with and open and transparent in his work which gives the added comfort that we know he is getting the best deal he can for us!!”

    Eddie McCarthy

  • “Conor has helped me with Financial Products such as my Pension, Life Assurance and Serious Illness. His advice is always specific and bespoke for me and my personal circumstances. I have a former 20 year financial services background and am still guilty of getting overwhelmed by jargon used by Financial Services institutions. What I loved about dealing with Conor is he explains things really simply, he listened to my stage of life and gave careful consideration to mine and my family’s specific needs. I highly recommend getting advice and entrusting your Financial matters with Conor as he is really easy to deal with, has high attention to detail and is very accommodating.”

    Jennifer Maher

  • “I would highly recommend Conor for anyone looking for financial advice. His service is both personal and efficient. I felt at ease and trusted Conor was giving me the best possible advice and options available. I will definitely use Conor in the future.”

    Ian Deegan

  • “Having sought out and investigated a number of financial advice options, following retirement from Microsoft, I was very impressed with Conor’s enthusiasm, professionalism and customer service. His pension fund recommendation and management fees were the most competitive and he is always on had to discuss options to maximise return. I have no hesitation in recommending Conor for pension and general financial advice.”

    Anne Quinn

  • “Conor is an asset to anyone looking for financial advise. and services. He is great at explaining everything in easy to understand terms. I have every confidence in his diligent ability to look after above and beyond my needs.”

    Lynda Harman

  • “Great company. Conor went through all of our options and explained everything to us in an easy to understand manner. I would highly recommend Elevate”

    Ais Byrne

  • “Easy to deal with, accommodating and informative, recommend”

    Cian McGovern

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