About Us
History Overview
Acquired in 2011 by Paul Merriman CFP®, CEO, PAX Financial Planning to provide tailored financial advice to individuals and businesses on all aspects of Financial Planning, such as Budgeting, investments, Children’s Education Planning, Family Insurance Protection, Wealth Creation & Management, Cashflow Modelling, Inheritance Planning , Pensions, Retirement Planning and Business Insurance. Mortgages
Registered with the Central Bank of Ireland, and acting as an independent advisor, Pax Financial Planning has grown from a two-man operation into one of Ireland’s leading financial planning firm with over 30 employees offering the full range of financial services. We also operate as a Mortgage intermediary with access to several prime lenders like Brokers Ireland, Broker Assist, Finance Ireland, Haven Mortgages & many more.
At Pax Financial Planning, we provide impartial, client- focused and tailored financial advice with the highest standards of customer service to individuals and businesses.
Earning trust & building life-long relationships with our clients has been a guiding principle & one of the reasons why so many of our clients continue to work with us for years and also recommend us to their family and friends.
We take the time to get to know our clients; to really understand their aims and objectives. This kind of personal service means we are able to provide bespoke | customised solutions that are right for you & suit your circumstances and not just something ‘off the shelf’. We also guide and advise our clients through their varying life changes aiming at offering lifelong financial planning support & ensuring our clients can adapt their financial strategies as their circumstances and needs evolve during their lifetime.
While working through 1000s of consultations, one common thing that Paul noticed during all his consultations is that people were so confused & fearful about Money. And so, askpaul was launched in 2016 by Paul Merriman CFP®, to give everyone a place to get access to jargon-free financial advice. Advice that you can relate to but also understand! He began with a Facebook page and a camera to provide short videos to educate people on their finances. With his straight-talking no-nonsense approach to money and business, he has quickly become Ireland’s favourite financial advisor.
askpaul is a place for everyone to get advice on all money matters that’s jargon-FREE, easy to follow and easy to implement.