HOW WE CAN HELP

Our ambition is to help you take control of your money and to be able to put the right financial plan in place to make your money work harder and go further.

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 CONSUTATION

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 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. 

Danny O’Brien QFA

Danny heads up the Mortgage Department in askpaul, he has over 20 years’ experience in the industry with 18 years specialising in Mortgage lending.

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.

After your call the team will then send you through the paperwork that is needed to activate the right product for you.

Implementation

Follow Up

Our paraplanning team will keep you updated throughout the process and are always there for you should you have any questions or if your circumstances change.

Discovery

You will complete our financial cashflow modelling tool that provides a deep view of your current financial situation. Your information is completely secure.
The team will then review your current situation and map out your future financial projections based on this information you have provided.

Analysis

Consultation

The Initial meeting will be held virtually preferably over Zoom. You will define and agree your financial goals and milestones. You will agree follow up & review stages.
The team will then create your personal financial plan and map out the steps required to achieve your financial goals that you have outlined.

Implementation

Follow Up

The team will follow up to ensure you are on track to meet your goals.

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

“The whole experience was so professional and assuring. Unlike other financial consultants where we felt spoken down to with way too much vagueness. It was the complete opposite with askpaul.”

“I have contacted other financial planners in the past but was told they only deal with people of a salary 100k plus. I found this service exceptional where anyone can get advice regardless of their salaries.”

“I booked the consultation only looking to talk about investments and Ian helped us with income protection, investment, savings and spending plans. We got a lot out of the consultation.”

“Darren went above and beyond. Seemed like he genuinely had our best interest at heart. Did not feel rushed at all.”

“The projection software was super, it was really cool to be able to see what the next 59 years looked like financially and what would happen if one income was gone.”

“It was a real eye opener and everything I need is taken into consideration. I felt everything was geared towards my success and not that of the advisor.”

“I now have very realistic goals to work towards and know that I can trust the advice I was given. I feel comfortable and confident entering 2021 with a plan.”

“Gave us a great insight on our future financially and how we could give our kids a bright future if we put the right plans into place.”

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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