What We Do

We provide impartial and informed financial advice to our clients affording them peace of mind and allowing them to build the financial future they desire and achieve the goals that are important to them.

We help our clients answer important financial questions such as:

  • Is our money working for us and beating inflation?
  • If an unexpected illness or death occurs what impact will that have on our household or next of kin?
  • Can I/we afford to meet the expected costs of further education for our children?
  • Can I/we afford to retire?
  • Is there a succession plan in place for the family business?

Our Financial Advice Services:


Financial Planning is the process of identifying and creating goals that you would like to achieve in your lifetime. Your financial plan may include owning a luxury home or business, or perhaps paying for your child’s third level education. Sometimes deciding what to prepare for can be overwhelming, this is why you should make financial planning a priority and speak to Blueprint Financial Planning.


Wealth Management is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth individuals and families.. Your goals reflect you, so should your investment portfolio. With our wealth management service we undertake a full review of your present investments


Pension planning is one of the cornerstones of a person’s financial plan. Pensions are also quite complex and require expert and informed advice. We advise on all pension arrangements including:

• Self-Administered Pensions

• Executive Pension Plans

• Personal Pensions

• Personal Retirement Savings Accounts

• Approved Retirement Funds

• Annuities


We provide comprehensive protection needs based analysis and advice on all areas of protection planning:

• Life Assurance

• Mortgage Protection

• Specified Illness Cover

• Income Protection

• Pension Term Assurance

• Cancer Cover

Never depend on a single income, make investments to create a second source.


The worlds most successful investor on income, investing and saving: