Who we work with

We’ll support you along life’s journey. From laying down strong financial foundations in early adulthood to planning for retirement, we’re here for the duration.

Employees, company
owners and directors

Self
employed

Home
buyers

Approaching
retirement

Already
retired

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

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.

How our process works

Our five-step approach also recognises that life is a journey. For that reason, we work with clients over the long term, tailoring our services to your changing circumstances, goals and needs.

How the journey works

Who we work with

Employees, company owners and directors

Self employed

Home buyers

Approaching retirement

Already retired

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.

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.

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.

How our process works

Employees, company
owners and directors

Self
employed

Home
buyers

Approaching
retirement

Already
retired