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.

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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

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

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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