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About Broker
Ferris Financial Planning was formed in 2023 and is built on a simple belief: every client deserves individual attention, honest advice, and recommendations that are truly in their best interests. For prospective clients looking for a broker they can trust, we offer a warm, personal approach backed by deep experience and a genuine commitment to doing the right thing.
With 23 years of experience as a financial adviser, and a strong background gained within a leading bank, we combine professional expertise with a personal understanding of what matters most to our clients. We recognise that no two people are the same. Every family, individual, and business owner has different goals, concerns, and priorities, which is why we tailor our advice carefully to each client’s own needs and circumstances.
We provide guidance across pensions, investments, protection, retirement planning, and mortgage protection. However, our real focus is not just on products or policies. It is about helping clients make informed financial decisions with confidence, clarity, and peace of mind.
At Ferris Financial Planning, clients are treated as people, not numbers. We take the time to listen, to understand what is important, and to put solutions in place that reflect each client’s life, ambitions, and future plans. Our aim is always to build long-term relationships based on trust, service, and genuine care.
At our core, we want the very best for our clients. Everything we do is centred on helping them move forward with confidence, knowing their financial future is being looked after properly.
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DISCLAIMER
Ferris Financial Planning Limited is regulated by the Central Bank of Ireland.