Peter Mulrone Financial Planning

Our office is nestled in the heart of Irvinestown, Co Fermanagh, and we've proudly served the local community for over 15 years. We are a team of dedicated and experienced personal and corporate financial advisors, passionate about guiding clients towards achieving their financial goals through personalized solutions tailored to their unique needs.

Who We Are

St. James's Place is one of the UK's leading financial advice companies, trusted by over a million clients and entrusted with over 168 billion in investments. Our team forms part of the prestigious St. James's Place Partnership, comprising over 5,000 highly qualified and experienced financial advisors. We are proud to be part of this esteemed network, allowing us to offer our clients access to comprehensive resources and expertise.

What We Do

We provide a wide range of services to help clients navigate their financial journey, regardless of their goals. Whether you're looking to:

• Build wealth: We can guide you in creating a robust investment portfolio and planning for future financial security.
• Grow your wealth: We will help you maximize returns on your investments while mitigating potential risks.
• Protect your wealth: We can provide expert advice on inheritance planning, life insurance, and other risk mitigation strategies.
• Preserve your wealth: We can help you develop a tailored retirement plan and other strategies to safeguard your wealth for the future.

Our Approach

We understand that every client is unique, with individual needs and aspirations. We take the time to understand your financial goals, risk tolerance, and aspirations before creating a personalized plan. We believe in open communication and will work alongside you every step of the way, ensuring you feel empowered and informed throughout the process.

Our Philosophy

At the heart of our philosophy lies a commitment to personalized attention and a focus on you, our valued client. We believe in:

• Client-centricity: Your needs and goals are our top priority.
• Transparency: We provide clear and concise explanations, ensuring you understand every aspect of your financial plan.
• Collaboration: We work as a team with you, utilizing the expertise of St. James's Place to provide comprehensive solutions.
• Sustainability: We take a long-term view, focusing on building financial security for the future.

Let's discuss your financial journey together. Contact us today to schedule a confidential consultation and discover how we can help you achieve your financial goals.