Lifestyle Financial Planners



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    About Lifestyle Financial Planners

    Lifestyle Financial Planners are a Fee-Based Financial Planning firm based on Tone Street, in Ballina Town centre.

    We have been successfully helping self-employed business owners, company directors, professional practices, retirees and those considering retirement around their options, for years. We help ease the complexity and stress of managing money, set realistic financial goals, and achieve financial peace of mind through the creation of a bespoke, but realistic Financial Plan.

    In business since 1985, Managing Director, Paul Cawley is a Certified Financial Planner, the ultimate symbol of professionalism in financial advice.  This is the highest possible endorsement for an advisory practice and is seen as the industry ‘Gold Standard’ for both firms and individuals.

    Why not get in touch to reserve your complimentary Discovery Meeting. This will take approximately 45 minutes and gives us both an opportunity to see if we can be of benefit and add value. At the very least, you’ll probably pick up a few free financial planning tips but more likely, for a very competitive fee arrangement partner with an Impartial Financial Planning Firm to guide you forward.

    Lifestyle Financial Planners Ltd trading as Lifestyle Financial Planners is regulated by the Central Bank of Ireland

    Services Provided

    • Life Insurance

    • Income Protection

    • Mortgage Protection

    • Pensions

    • Investments

    • Specified Illness

    • Serious Illness Cover

    • Mortgages