Peter Mulrone Financial Planning

Our office, nestled in the heart of Irvinestown, Co Fermanagh, has been a trusted financial planning hub since 2007. We believe in building long-lasting relationships with our clients, understanding their individual goals, and crafting bespoke solutions to safeguard and enhance their wealth.

Who We Are

Peter Mulrone Financial Planning operates as a Partner Practice of St. James's Place Wealth Management plc. This esteemed partnership allows us to leverage the expertise of one of the UK's leading financial services providers, while maintaining the personal touch and local accessibility of an independent practice.

Our Approach

We take a holistic approach to wealth management, offering a comprehensive array of services designed to address your unique financial needs. Whether you're planning for retirement, navigating market volatility, or securing your family's future, our dedicated team will work alongside you every step of the way.

Our Services

Our diverse range of services include:

• Wealth planning: Creating and implementing strategies to build, grow, protect and preserve your wealth.
• Retirement planning: Optimizing your pension contributions, exploring defined benefit options, and planning for a secure retirement.
• Investment planning: Developing a tailored investment portfolio aligned with your risk tolerance, goals, and financial circumstances.
• Tax planning: Identifying ways to minimize your tax burden and maximize your returns.
• Protection planning: Addressing potential financial risks such as illness, disability, or unexpected events.

Our Values

Client-centricity, integrity, and transparency are the cornerstones of our practice. We are committed to:

• Building trust: We operate with transparency and confidentiality, upholding the highest ethical standards.
• Tailoring our advice: We take the time to understand your individual goals and circumstances to create personalized plans.
• Providing clarity: We communicate complex financial concepts in simple, easy-to-understand language.
• Client collaboration: We encourage open communication and engagement to ensure your needs are met and your plan remains relevant.

Our Beliefs

We believe in the power of financial planning to transform lives, enabling individuals and families to achieve their financial aspirations and navigate life's challenges with confidence. We are dedicated to helping our clients achieve financial security and live life on their own terms.