Choose the consultation type that best suits your needs
We would always recommend booking a Financial Planning Consultation so that the team will review and analyse your current financial situation and build a full financial plan to help you achieve your goals.
BUT, if you just want advice on a specific product, our team can talk you through the best options to suit your personal situation and get it all set up for you.
Financial Planning Consultation
A private consultation on your own or with a partner to deep dive your current finances, set objectives and create a clear financial plan where you’re in control and to set you on the path to achieve your financial goals.
- Assess your current financial situation.
- Set short & long-term financial goals.
- Cashflow modelling & analysis.
- Organise spending and saving.
- Find financial leaks and gaps.
- Protect, grow & replace your income.
- Full Financial Plan for your future.
Mortgage Consultation
If you have or need a mortgage, with a 99% success rate, we will get you the most competitive rate in the market for your circumstances so that you pay less to the bank and get more for your own back pocket.
- Analyse & review your current situation.
- Find the best lender for your situation
- Create a plan to get you ready to apply.
- Carry out internal mortgage underwriting.
- Submit your application.
- Regular communication updates.
- Askpaul mortgages are here to support you through the whole process
Protection CONSULTATION
Income, life or mortgage…it can get very confusing. We’ll determine the right level of cover and the policies you need to protect what’s most important to you and your family.
- Fact find & review your current situation.
- Define the right level of cover required.
- Implementation & activation of policies.
- Access to your askpaul advisor & paraplanning team.
Investment Consultation
Make your money work smarter and earn more money for you by placing it in an investment fund that matches your risk appetite to grow over time.
- Fact find & review of your current situation.
- Risk appetite questionnaire.
- Investment Fund recommendations.
- Implementation & activation of policies.
- Access to your askpaul advisor & paraplanning team.
- Join the askpaul investment club for;
- Regular fund updates, communications & Investment Education.
Pension Consultation
Fund your retirement in the most tax-efficient manner with a consultation from our team, we’ll review your pension or start one up to fund your lifestyle when work stops.
- Fact find & review of your current situation.
- Risk appetite questionnaire.
- Investment Fund recommendations.
- Implementation & activation of policies.
- Access to your askpaul advisor & paraplanning team.
“Our personal clients arrive at a stage in their life where they have more disposable income, childcare costs are reducing, their income has increased, they want to pay off the mortgage, start education funds for the children or save for the future. Our business clients want to protect their assets and grow their profits in the most tax efficient manner.
No matter what life-stage our clients are in, we are here to help everyone figure out what steps to take control of their financial situation and start their journey to achieve their goals and dreams”
Paul Merriman
Meet the askpaul team of financial advisors
All our advisors have been handpicked by Paul aka askpaul, they’re all senior advisors with tonnes of experience to give you great advice for your financial situation and to help you achieve your financial goals.
Paul Merriman QFA, Grad Dip, CFP®
Paul Merriman heads up the team at askpaul. Paul is considered one of Ireland’s leading financial advisors and is an internationally recognised CFP® (Certified Financial Planner), as certified by the Financial Planning Standards Board (FPSB).
Ian Britton QFA RPA
Ian joined Paul in 2016, taking up the role of Managing Director. Cutting his teeth in Cornmarket, Ian has over 12 years’ experience in the industry and specialises in investment strategies, pensions & protection.
Conor Byrne, QFA, APA
Conor has worked in the financial services sector since 2006, starting off in Irish Life, and then moving to the intermediary sector in 2011.
Darren Nolan QFA IATI CFP®
Darren is a CFP® with over 10 years’ experience in the industry working in the traditional pillar banks and private investment funds specialising in Financial Planning & Wealth Management.
Conor O’Hara QFA MIIPM
Conor is a qualified financial advisor and member of the Irish Institute Pension Managers and has over 30 years’ experience in the pensions industry.
Áine Cullen CFP® MSc GDip QFA
Aine is an experienced Certified Financial Planner CFP® with a Masters in Financial Services working for over 12 years in the Financial Services Industry.
Financial Planning Appointment
Mortgage Consultation
Protection Consultation
Investment Consultation
Pension Consultation
Discovery Consultation
The initial meeting will be held virtually over Zoom. Together you will define and agree your financial goal.
Our advisors will complete a fact find to assess your current situation so that they can understand the right financial product to suit your needs.
Implementation
Follow Up
Discovery
Analysis
Consultation
Implementation
Follow Up
The askpaul planning team will be in touch to schedule your review at the agreed stages.
Our advisors & paraplanning team are always there for you should you have any questions or if your circumstances change.
Review
Client Testimonials
Why work with us?
Work with Ireland’s leading financial advisors to make your money work smarter, harder and go further.
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