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info@lifestepsfp.ie 01 569 2950
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Every new adventure requires a first step

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

About us
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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.

Why us?

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
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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

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

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

I have been dealing with the team at Lifesteps for the last 10 years, and in that time the level of service and attention to detail has been second to none.

Frank McCarthy

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

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Executive Chairman

Mark Dawson
Managing Director

Joe Moran
Financial Consultant

Ruth Woods
Financial Consultant

John O’Donnell
Senior Pension Administration Manager

Elaine Gahan
Senior Pension Administrator

Patricia O’Farrell
Senior Pension Administrator

Niamh Coyle
Senior Pension Administrator

Clare Herridge

Latest insights

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Market Update, News

Pension Auto Enrolment
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The pros and cons of choosing a living legacy over leaving an inheritance
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The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
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Research: How to slow the signs of ageing and feel healthier in your later years
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Uncategorized

Why general elections in 2024 could lead to volatile investment markets
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Contact us

Take your first step on the road to long-term financial confidence and speak to our team about your vision for your future. We’re always happy to answer your questions.

info@lifestepsfp.ie 01 569 2950

    Lifesteps Financial Planning Limited is regulated by the Central Bank of Ireland. Registered in Ireland No: 566323. Registered Office: Pembroke Hall, 38/39 Fitzwilliam Square West, Dublin, D02 NX53

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