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Submitted URL: http://elevatefinancial.ie/
Effective URL: https://elevatefinancial.ie/
Submission: On December 11 via api from US — Scanned from GB
Effective URL: https://elevatefinancial.ie/
Submission: On December 11 via api from US — Scanned from GB
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</form>Text Content
Skip to Main Content
* Home
* About us
* Our Process
* Services
* Financial Planning
* Pension Transfers
* Investment Advice
* Starting a Pension
* Protection
* Post Retirement Advice
* All Services
* Useful Guides
* Case Studies
* Latest News
Contact us
* About us
* Services
* Financial Planning
* Pension Transfers
* Starting a Pension
* Investment Advice
* Protection
* Post Retirement Advice
* Our Process
* Resources
* Case Studies
* Useful Guides
* Latest News
* Blog Posts
* Free Consultation
Contact us
WE SPECIALISE IN
FINANCIAL PLANNING
We provide our clients with the best options available to them as independent,
impartial advisors.
Get started today
WE SPECIALISE IN
FINANCIAL PLANNING
We provide our clients with the best options available to them as independent,
impartial advisors.
Get started today
WE SPECIALISE IN
FINANCIAL PLANNING
We provide our clients with the best options available to them as independent,
impartial advisors.
Get started today
02 / 02
WE SPECIALISE IN
FINANCIAL PLANNING
We provide our clients with the best options available to them as independent,
impartial advisors.
Get started today
02 / 02
AS A CLOSE-KNIT TEAM, WE ARE DEDICATED TO PROVIDING A PERSONAL SERVICE, AND
DEVELOPING LONG LASTING RELATIONSHIPS WITH OUR CLIENTS.
We believe that financial planning doesn’t have to be so complicated, and we
strive to provide a simple process from start to finish for all of our services,
including financial planning, pension transfers, investment advice, and more.
Learn more about us
OUR AREAS OF EXPERTISE
FINANCIAL PLANNING
PENSION TRANSFERS
STARTING A PENSION
INVESTMENT ADVICE
PROTECTION
POST RETIREMENT ADVICE
WHAT OUR CLIENTS SAY
“Conor has worked with me to provide a holistic set of financial advice and has
really helped me break down my options while planning for the future. He is
extremely thorough and explains everything very simply but also makes sure you
have all your options well understood. I feel I’m in safe hand with Conor and
the team as they have been so professional at every stage and I would not
hesitate to recommend Conor to anyone.”
JOHN ROCHE
Head of Development at Regnology
“I have been working with Conor and his team over the past few months around all
areas of our financial wellness. Conor and the team are really exceptional at
what they do. They are very detailed oriented and do a lot of great research on
behalf of their clients to present back to them what is the best options
available to support their goals. I have been really impressed working with
Conor directly, I am safe in the knowledge that my family and I are well taken
care of for our future and I have no hesitancy in recommending the services of
Elevate. You will not be disappointed.”
JOE DUNLEAVY
Head of Innovation at Endava
“Conor has been fantastic to work with – a thorough professional who outlined
our plans in a clear, concise and easy to consume manner. Developed a fantastic
solution to an old investment issue – very knowledgeable – and most importantly
honest and practical. I’m very happy to highly recommend Conor and his team.”
DRYDEN GEARY
Marketing Director at TitanHQ
“Myself and my wife have been working with Conor now for a few years and we
would highly recommend him. When we moved back home to Ireland one of our
biggest concerns was our Pension and life cover, we see it as a paramount
requirement and dealing with Conor takes all the stress out of it. He is always
a pleasure to deal with and open and transparent in his work which gives the
added comfort that we know he is getting the best deal he can for us!!”
EDDIE MCCARTHY
“Conor has helped me with Financial Products such as my Pension, Life Assurance
and Serious Illness. His advice is always specific and bespoke for me and my
personal circumstances. I have a former 20 year financial services background
and am still guilty of getting overwhelmed by jargon used by Financial Services
institutions. What I loved about dealing with Conor is he explains things really
simply, he listened to my stage of life and gave careful consideration to mine
and my family’s specific needs. I highly recommend getting advice and entrusting
your Financial matters with Conor as he is really easy to deal with, has high
attention to detail and is very accommodating.”
JENNIFER MAHER
“I would highly recommend Conor for anyone looking for financial advice. His
service is both personal and efficient. I felt at ease and trusted Conor was
giving me the best possible advice and options available. I will definitely use
Conor in the future.”
IAN DEEGAN
“Having sought out and investigated a number of financial advice options,
following retirement from Microsoft, I was very impressed with Conor’s
enthusiasm, professionalism and customer service. His pension fund
recommendation and management fees were the most competitive and he is always on
had to discuss options to maximise return. I have no hesitation in recommending
Conor for pension and general financial advice.”
ANNE QUINN
“Conor is an asset to anyone looking for financial advise. and services. He is
great at explaining everything in easy to understand terms. I have every
confidence in his diligent ability to look after above and beyond my needs.”
LYNDA HARMAN
“Great company. Conor went through all of our options and explained everything
to us in an easy to understand manner. I would highly recommend Elevate”
AIS BYRNE
“Easy to deal with, accommodating and informative, recommend”
CIAN MCGOVERN
4.9
USEFUL GUIDES
View all guides
THE 3 KEY PRINCIPLES OF LONG TERM INVESTING
November 16, 2023
THE 3 KEY PRINCIPLES OF LONG TERM INVESTING
Read more
THE NO-NONSENSE GUIDE TO TRANSFERRING YOUR PENSION
October 18, 2023
THE NO-NONSENSE GUIDE TO TRANSFERRING YOUR PENSION
Read more
REDUNDANCY GUIDE
October 12, 2023
REDUNDANCY GUIDE
Read more
BOOK YOUR FREE 30 MINUTE
FINANCIAL STRATEGY SESSION TODAY.
Book Today
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At Elevate Financial Planning our philosophy is to offer a tailor-made advisory
service that is specific to your own financial wellbeing and goals.
Registered in Ireland No. 410782. Registered office as above. Contarorl Ltd
trading as Elevate Financial Planning is regulated by the Central Bank of
Ireland.
Locations
Financial Planning Dublin
*
*
*
* WEXFORD OFFICE
* Colliga House,
Rocklands,
Rosslare Road,
Wexford
Y35 A0X4
053 9013406
info@elevatefinancial.ie
* DUBLIN OFFICE
* Level 1, The Chase,
Carmanhall Road,
Sandyford Industrial Estate
Dublin
D18 Y3X2
01 5363071
info@elevatefinancial.ie
* CORK OFFICE
* Kenny Group House,
Park Avenue
South Douglas Road
Cork
T12 K2EH
021 4365650
info@elevatefinancial.ie
At Elevate Financial Planning our philosophy is to offer a tailor-made advisory
service that is specific to your own financial wellbeing and goals.
Registered in Ireland No. 410782. Registered office as above. Contarorl Ltd
trading as Elevate Financial Planning is regulated by the Central Bank of
Ireland.
Locations
Financial Planning Dublin
* WEXFORD OFFICE
Colliga House,
Rocklands,
Rosslare Road,
Wexford
Y35 A0X4
053 9013406
info@elevatefinancial.ie
* DUBLIN OFFICE
Level 1, The Chase,
Carmanhall Road,
Sandyford Industrial Estate
Dublin
D18 Y3X2
01 5363071
info@elevatefinancial.ie
* CORK OFFICE
Kenny Group House,
Park Avenue
South Douglas Road
Cork
T12 K2EH
021 4365650
info@elevatefinancial.ie
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* © 2024 Elevate Financial. All Rights Reserved.
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