All our staff are 'Qualified Financial Advisors'.
Talk to us for confidential advice on your needs. We will analyse your current structure and examine your financial objectives in the short, medium and long term. Only then can you decide if the various decisions you have already made actually fit your requirements.
We can meet in private during office hours.
We also offer the flexibility to meet during lunchtime, in the evening or on the weekend and will be happy to call to your place of work or home if it is more convenient.
Bill Coyne - QFA
With almost 30 years experience in the Financial Services Industry, Bill is a founding director of Lifepath Financial Planning and a Qualified Financial Advisor. He previously worked in a leading brokerage in Galway and held a number of positions in Banking in Dublin. Bill has also completed exams in Banking and Accountancy. Bill specialises in wealth extraction and passing assets for SME owners and Company Directors.
Chris Kearney - QFA
Based in our Castlebar office, Christina has been in the financial services industry for over 17 years, having previously worked for Canada Life and in brokerage as an Independent Financial Adviser. Throughout her career she has gained specialist knowledge in all areas of financial planning as well as retirement and protection planning. Christina is a Qualified Financial Adviser (QFA) and Retirement Planning Adviser (RPA) and also holds a specialist Diploma in Pensions (LIA)