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Financial Planning For Individuals

We're really good at helping you make the right financial decisions.

We provide financial planning and education designed to give you long-term peace of mind. With over 20 years of experience in the industry, we've identified what truly works—and we’re here to share those insights with you.

 
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Empowering your financial future

At Financial Health, we’re changing the way people think about their finances. Our mission is to guide you toward long-term financial wellbeing through a holistic, personalized approach—every step of the way.

Whether you're planning for retirement, managing your savings, or building a financial strategy for your future, our specialist Financial Coaches are ready when you are.

We Offer tailored Financial Advice.

Financial Health isn’t tied to any one provider, we offer services from all providers on the Irish market, ensuring you get the best. This provides access to higher return investment funds, more cost effective insurance plans and lower charges on pension plans.

We trust the numbers:

According to research from the Central Bank of Ireland and Irish Life (2023):

  • Only 30% of Irish adults feel confident about their financial future

  • Those working with a financial advisor are up to 3× more likely to feel on track

Survey Source: iReach Insights, 2023 – Representative Body for Insurance Brokers

Savings & Investments

  • With advice: €71,332

  • Without advice: €44,754
    → That’s 60% more with financial advice

Pension Pots

  • With advice: €130,525

  • Without advice: €84,230
    → That’s 55% more with financial advice

 

We offer a range of Specialized services:

Investments

Income Protection

Pensions

 
 
52% of Irish people are doing financially fine now but generally lack provision against financial shocks in the future.
— CCPC 2018
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 What’s Your Money Personality?

 
 

Some facts about us:

 
  • We have assisted over 2,000 people through employee assistance programs and financial clinics

  • We regularly work with some of the most well-known companies in Ireland, providing financial seminars and 1 to 1 consultation both in person and online

  • All of our advisors are fully qualified financial advisors

  • We pursue continuous professional development (CPD) to ensure we stay sharp with our knowledge

  • We are based in Sandyford in South Dublin, but in today’s world a lot of the work we do is virtual meaning our reach is beyond the Capital city, over the phone, MS teams and zoom.

  • With 20 years of experience working in Financial services we’ve been around long enough to know what works

  • We manage a portfolio of funds for a close-knit number of clients

 

Unsure what’s right for you? Let us Help.

Ask a question below or request a callback - you’ll receive a prompt response with sound advice.