When it comes to managing your finances, there’s nothing like having a trusted expert by your side. That’s where a Certified Financial Planner™ (CFP) professional comes in.

Global research conducted by FPSB shows that consumers with a financial plan are more confident – and that those with a written, comprehensive plan are nearly three times more likely to feel strongly confident about achieving their life goals.

Meet your Certified Financial Planner, Ruth Hennelly.

People who work with a Certified Financial Planner compared to other advisors are 63% more likely to feel very knowledgeable about financial matters, and 48% more likely to consider themselves very successful at sticking with financial strategies. Certified Financial Planners, compared to other advisors spend almost twice as much time working directly with their clients to help them understand their clients’ financial and life goals.

Here’s why choosing a CFP professional is one of the best decisions you can make for your financial future.

Expertise and Education

Certified Financial Planners undergo rigorous training and education. They complete a comprehensive course in financial planning, approved by FPSB Ireland, covering everything from tax planning and investment management to retirement and estate planning. This ensures they have a solid foundation to guide you through any financial situation.

Rigorous Examination

To earn the CFP certification, candidates must pass a demanding exam that tests their ability to apply their knowledge in real-world scenarios. This exam is based on ongoing research into what financial planners actually do and covers the full spectrum of financial planning. Administered by FPSB Ireland, the exam meets the highest standards set by Ireland’s educational authorities.

Extensive Experience

Experience matters, and CFP professionals bring it in spades. They must have at least three years of hands-on experience in personal financial planning, ensuring they have the practical know-how to back up their theoretical knowledge.

Commitment to Ethics

Every CFP professional commits to a strict Code of Ethics, pledging to put your interests first. This ethical framework guarantees that you’ll receive advice and recommendations that are in your best interest, free from conflicts of interest.

Personalised Financial Planning

Working with a CFP professional means you’ll get a financial plan tailored specifically to you. They take the time to understand your unique situation and goals, whether you’re planning for a major life event like marriage or buying a home, managing an inheritance, or saving for retirement.

Ongoing Support and Adjustments

Life is full of changes, and your financial plan needs to adapt accordingly. CFP professionals are there to help you adjust your plan as your life evolves, ensuring you stay on track to meet your goals no matter what life throws your way.

Personal Connection and Convenience

Whether you prefer meeting face-to-face or online, CFP professionals work directly with you in whatever way is most convenient. They’ll help you craft a bespoke, actionable plan that aligns with what’s most important to you. From saving for a home and providing for your children’s education to ensuring a comfortable retirement, they’re with you every step of the way, making sure you’re financially secure and on track to achieve your lifestyle goals.

Clear Communication

Financial jargon can be overwhelming. That’s why CFP professionals strive to communicate in clear, understandable terms. They focus on strategies you feel comfortable with and can stick to, because it’s your plan and your life. They’re here to help you achieve your financial and lifestyle goals on your terms, making the complex world of finance accessible and manageable.

Peace of Mind

Ultimately, working with a CFP professional offers peace of mind. Knowing that you have a dedicated expert looking out for your financial well-being allows you to focus on what truly matters in life. Take the first step towards securing your financial future by partnering with a Certified Financial Planner today.