Skip to main content

We are here to help you secure your financial future.

We develop strategies which are designed to help you achieve your financial objectives and life goals.

review my pension icon

Retirement Planning

college icon

College Funding

consolidate icon

Investment Advice

housing icon

All Things Housing

wedding icon

Planning Your Wedding

family icon

Protecting Your Family

starting a business icon

Starting a Business

experiences icon

Funding for Experiences

starting a business icon

Tax Planning

protection icon

Business Protection

estate planning icon

Estate Planning

buy property icon

Share Dealing

debt icon

Management of Debt

nearing retirement icon

Householding Budgeting

mature pension icon

Cashflow Planning

arfs icon

Work Life Balance

Why Engage in Financial Planning?

Are you unhappy with progress towards your financial goals? Do you have a good income but little to show for it? Have you been procrastinating regarding Retirement Planning, funding for children’s third level education or accumulating funds for a specific purpose? Maybe you’ve been doing all these things in piecemeal fashion but have no overall cohesive plan?

Many people who approach us for financial planning services tell us that they feel that what they have been getting is sales, and they want advice. Our most successful clients use Financial Planning to manage their finances and accumulate wealth. Studies have shown that people who engage in Financial Planning are more on track with their financial affairs and have higher net worths.

small house figurine on a calculator
up close of two people looking at pages with graphs on them

Who Is Financial Planning Suitable For?

  • You own your own home or are planning to purchase a home soon
  • You have surplus income (although you may well feel that it is not being used optimally)
  • You may have financial products (pensions, life assurance, investments etc) but they were sold to you by someone who had a target to achieve
  • You are interested in developing a cohesive plan to achieve your financial objectives
man using tablet with graphs on screen

Our Process


Establishing the client-planner relationship

Explain the services that will be provided and the process as well as the remuneration structure.

Pre-planning and data gathering

Completion of the financial factfind and queries on same, as well as obtaining information on any existing financial products. Agreeing the financial objectives and timing. Discussion of investments and assets classes and assessment of your attitude, tolerance and capacity for risk.

Analysis and identification of financial problems

Establish your current situation and analysis of your objectives. A financial problem is when the figures indicate a deficit of resources. Formulation of solutions for same.

Develop and present the financial planning recommendations

Devising the financial planning recommendations. Discussion of the recommendations and revision if necessary.

Implementation of agreed-upon recommendations

Implementation of the agreed upon recommendations by client and planner, coordinating the process with other professionals such as accountants, tax advisers or solicitors.

Ongoing actions and review

Diary actions for future implementation, as well as the timing of the review and pre-work.
institute of banking logo
fpsb logo
brokers ireland logo
cfp logo

I would highly recommend Eoghan to anyone looking for expert financial advice. From my first meeting with Eoghan, the level of service has been exceptional. He's extremely knowledgeable, very patient and explains things in way that you can easily understand. I'm delighted with the product he found for me and I hope to be a client of his for years to come.

Gareth M21/9/2020

I dealt with Eoghan regarding my pension. It wasn't a clear cut situation and Eoghan went above and beyond to explain all details and possible scenarios with me. Eoghan constantly kept me updated and aware of any new information without being prompted. Eoghan was efficient, knowledgeable, professional and a pleasure to deal with. I would not hesitate to use Highfield Financial Planning in the future and would recommend this reliable company with confidence.

Patricia Duggan21/3/2022

Eoghan is a pleasure to deal with. Eoghan has a deep knowledge base and is always up to date with latest market developments. I couldn't recommend Eoghan highly enough.

Colm Ryan21/7/2022

As a complete novice when it comes to pensions I was delighted to come across Eoghan. He explained everything that I needed to know and do. He is very professional yet explains everything in ‘lay’ terms. Even during Covid he kept in touch through Zoom and e mail. Thanks Eoghan

Sheila Weller21/5/2022

My partner and I did a financial plan with Eoghan, with a number of scenarios for our future. The final product was very professional, and provided proactive investment and protection options which Eoghan carried out fully for us. We felt it was very good value for peace of mind for our financial future!

Tim Lee21/5/2021

Excellent service provided by Eoghan since I took the decision to take my pension out of the Banks and use a financial advisor to help me maximise incomes from the market. He is always attentive and quick to offer current valuable advice. Happy to recommend Eoghan to anyone interested in getting sound financial advice.

Niall Hearn2/3/2020

For pensions and advice, Eoghan is an expert, professional and thorough. He has a knack for explaining and summarising this important and complex subject in layman's terms. This helps enormously, making you comfortable that you are making the right financial choices for you. He is also a patient and nice guy to deal with.

Bill Glennon18/9/2019

As well as advising me on the performance of my existing personal pension & arranging life insurance policies, Eoghan is also now overseeing our business needs. So far, he has implemented an employee pension scheme & is advising on corporate co-director & key-person insurance. I have found him to be exceptionally knowledgeable and honest and wouldn't hesitate in recommending him to others for either business or personal pensions/investments etc.

Dawn Richardson10/10/2019

We first met when i was made redundant and needed help with moving my pension. Since then, he has advised me on my life insurance policy for my mortgage and helped me to get a much better deal than I had with my bank. He is extremely helpful and I can ask him anything without feeling like it's a stupid question!

Rachel Egan1/2/2020

Want to hear more?

Make contact today and we’ll tell you more about the kind of work we do.
Skip to content