Every new adventure requires a first step

Plan for your financial future with a trusted team that puts your needs first.

Taking you on a journey

We’ll support you along life’s journey, providing tailored, smart financial advice and guidance at every stage. From laying down strong financial foundations when you start out in life to planning for retirement and everything in between, we’re here for the duration.

Who we work with

Whether you’re building your career or business or winding down for retirement, financial planning will help you visualise your future and optimise your finances to achieve it.

Employees, company
owners and directors

Self
employed

Home
buyers

Approaching
retirement

Already
retired

Our expertise

Sustainability and ESG funds are key parts of our thinking.

Every member of our team holds a QFA certificate.

Our team educate and develop themselves.

Our team hold more than 100 years of experience.

What our clients say

My pension set-up was very complex, but thanks to the expert knowledge of the team at Lifesteps, I’ve managed to navigate the transition from pre-retirement to post-retirement with minimum fuss. This has given me a great deal of financial comfort.

Lifesteps conducted thorough research and met with me on a number of occasions before they offered me any advice. I am very happy that the portfolio they’ve recommended is suitable for my risk profile and liquidity needs. The level of service and communication post-investment is equally impressive and very reassuring.

Dorothy Ahearn

The team has expert knowledge of pensions and investments. They are always available and highly professional in their approach, and I have always trusted their judgement and advice. I would highly recommend them to anyone looking for financial advice.

Mark Bourke

My pension set-up was very complex, but thanks to the expert knowledge of the team at Lifesteps, I’ve managed to navigate the transition from pre-retirement to post-retirement with minimum fuss. This has given me a great deal of financial comfort.

Lifesteps conducted thorough research and met with me on a number of occasions before they offered me any advice. I am very happy that the portfolio they’ve recommended is suitable for my risk profile and liquidity needs. The level of service and communication post-investment is equally impressive and very reassuring.

Dorothy Ahearn

The team has expert knowledge of pensions and investments. They are always available and highly professional in their approach, and I have always trusted their judgement and advice. I would highly recommend them to anyone looking for financial advice.

Mark Bourke

My pension set-up was very complex, but thanks to the expert knowledge of the team at Lifesteps, I’ve managed to navigate the transition from pre-retirement to post-retirement with minimum fuss. This has given me a great deal of financial comfort.

Meet the team

Executive Chairman

Mark Dawson

Managing Director

Joe Moran

Financial Consultant

Ruth Woods

Latest insights

Market Update, News

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