Business Details
19 Years
experience
Your Trusted Financial Partner in Irvinestown
Peter Mulrone Financial Planning is a Co Fermanagh-based firm of professional personal and corporate financial advisers. Established in 2007, we offer face-to-face services tailored to individual client needs, whether in our modern office or clients' homes. Our practice focuses on building long-term relationships, placing clients at the heart of every decision. As part of St. James's Place Wealth Management, we provide access to a comprehensive range of wealth management solutions. Our expertise spans investment planning, retirement strategies, protection planning, and intergenerational wealth management.We prioritise transparency, delivering high-quality advice aligned with clients' financial goals. Our team combines local market knowledge with the resources of a regulated, industry-recognised institution. We maintain regular client communication through market updates and bulletins. Our approach ensures clients receive personalised solutions for building, growing, protecting, and preserving wealth. With over 15 years of operational experience, we serve individuals and businesses across Co Fermanagh and surrounding areas.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Details
- Year established: 2007
Highlights and features
- We build long-term relationships with clients
- We offer face-to-face service in office or home
- We have operated since 2007 in Co Fermanagh
- We provide access to St. James's Place products
- We deliver personalised financial solutions
Associations and certifications
- Financial Conduct Authority
- St. James's Place Partnership
Services
Investment Management
Our investment management service helps clients grow wealth through diversified portfolios and strategic asset allocation. We create tailored strategies aligned with risk tolerance and financial goals. Clients benefit from regular portfolio reviews and market updates.
Retirement Planning
We design retirement plans ensuring financial security during post-employment years. Our approach considers pension options, tax efficiency, and lifestyle requirements. We help clients maximise retirement income through structured savings strategies.
Protection Planning
Our protection planning safeguards clients against financial risks through appropriate insurance solutions. We assess life cover, critical illness, and income protection needs. Plans ensure family security and business continuity during unforeseen circumstances.
Corporate Services
We provide tailored financial solutions for businesses including succession planning and employee benefits. Our corporate services address company pension schemes and tax-efficient investment structures. We help business owners protect and grow company assets.
Wealth Management
Our comprehensive wealth management covers all aspects of financial security. We integrate investment, retirement, and protection strategies into cohesive plans. The service addresses intergenerational wealth transfer and estate planning considerations.
People
Peter Mulrone
Financial Planner
Peter leads our practice with over 15 years' experience in financial advisory services. He specialises in creating tailored wealth management solutions for individuals and businesses across Co Fermanagh.
Questions
What services do you offer?
We provide investment management, retirement planning, protection planning, corporate services, mortgages, and intergenerational wealth management solutions.
How do you work with clients?
We build long-term relationships, offering face-to-face advice in our office or your home to create tailored financial strategies.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, authorised by the Financial Conduct Authority.
What areas do you serve?
We primarily serve clients in Co Fermanagh and surrounding regions of Northern Ireland.
How long have you been in business?
Our practice has operated from Irvinestown since 2007, providing financial advice for over 15 years.
What makes you different from other advisers?
We combine local expertise with access to St. James's Place's comprehensive wealth management resources and market insights.
