This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Why us?
With a reputation for client-focused, personalised service, our unique approach to wealth management centres on the security of our clients’ assets and trusted, long-term relationships.
Security
The security of our clients’ assets and funds is our number one priority. We will never ask you directly for money and only deal directly with reputable Irish financial institutions. We know that want to be able to sleep soundly at night, knowing your savings, investments – and your future – are in safe hands.
Personalised service
We see our service level as a big differentiator between ourselves and other firms. With us, there is no waiting to be called back or being left in the dark. We provide a consistently high-quality service, an individual account manager and a wealth of expert knowledge that we are always happy to share with our clients.
Independence
We respect that every client has a different risk profile. Our investment advice is tailored to meet each individual clients’ requirements. We advise based on what we believe to be in your best interests; that is the only criteria we need to meet. We are not tied to any fund manager, investment house or life office and can search the whole of the market to find solutions that work for you.
Experience
We understand what we are doing. Our team members are highly qualified, coming from backgrounds spanning investment, accounting, stockbroking, financial advice and financial administration. We encourage our team members to continue learning and gaining new qualifications that benefit our clients and add to the wealth of expertise we enjoy sharing.
Investment strategy
Our investment strategy is innovative, conservative, and International. We focus on long-term, sustainable returns that optimise your chances of realising your personal financial and lifestyle goals. ESG (Environmental, Social and Governance) options form a key part of our offering, alongside innovative investment opportunities that are not available to many other financial advice firms.
Transparency
We believe that you should have the opportunity from the very earliest stages of your journey with us, to weigh up the costs of our partnership with the value and benefits you will gain. That’s why we are completely transparent about our fee structure and promise you will never be unpleasantly surprised by hidden charges.
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.
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.