Personalised and Proactive Financial Planning Solutions for Individuals and Families Seeking Trusted Expertise and Value

Ferris Financial Planning Limited is a Financial Planning Firm and Brokerage, regulated and authorised by the Central Bank of Ireland.

We provide Financial Advice, Future Planning, and Wealth Management to our clients, servicing them through our extensive agency network of providers.

About Us

Hear From Our Clients

We believe that their firsthand experiences can speak volumes about the level of service and expertise that we provide.

I found Ferris Financial Planning a breath of fresh air, Ritchie is very personable and has a knack for cutting through the difficult stuff. He not only helped us with our pensions but highlighted a number of options on things we were unaware of. Couldn't recommend Ferris Financial Planning enough!

Neil Kennedy Co. Meath

I reached out to Richard after I left Ulster Bank. I had seen him in action with Ulster Bank customers over the years and it was never the art of hard sell. From day one it was all about what was good for me and my family. He was always available on the phone and responded when he said he would. Critically he spotted some gaps in my life cover and provided a solution for us. I couldn't speak highly enough of his down to earth approach.

Shane F Co. Monaghan

I knew Richard from our time working together in Ulster Bank. He has a wealth of experience and always puts his customers’ needs first. I had no hesitation in signing with him when he opened his own business as I knew he was the best person to manage my finances going forward. It was clear after only a brief call that any business I would give to him would be in safe hands. He instantly puts your mind at ease, which I feel is the most important trait.

Brian Co. Cavan

I met with Richard Ferris to discuss my Protection & Pension requirements due to shortly leaving my employment with Ulster Bank. I found Richard very thorough, competent, and personable during our Review. I felt confident in the product I had chosen as Richard had gone through everything so well with me. Well worth doing a Financial Review with him.

Lynn Shirley Co. Meath

I first met Richard nine years ago in Ulster Bank. He was always very upfront and honest about my investments and always steered me in the right direction. I am glad to say that working with Richard personally has been a very straightforward process as he is always very clear, diligent and accommodating with his time. I would highly recommend him for any investment needs or advice.

J Geraghty Co. Westmeath

Planning

Creating a financial plan is one of the most important steps you can take to secure your future. We believe that every individual and family has unique financial goals, challenges, and aspirations. That's why we offer personalised planning services that take a 360 degree view of your life, and is tailored to your specific needs and circumstances.

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Protection

We understand that protecting yourself and your loved ones is a top priority. That's why we're here to help you safeguard your future against the unexpected. We believe that comprehensive protection planning is the foundation of any good financial plan, and our team are here to guide you through the process.

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Investments

We help our clients to grow and manage their wealth effectively. We understand that managing your investments and finances can be a daunting task, but with our expertise and guidance, we can help you navigate the complex world of finance and make informed decisions that align with your goals.

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Get an Insurance Quote

With our easy-to-use online quote system, you can get a personalised quote in just a few minutes. Our team of experienced advisors are here to help you navigate the often-complicated world of insurance and protection, and we're dedicated to finding you the best coverage at the most competitive rates.

Protect your loved ones' future with our life insurance plans.

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Don't let unexpected events take away your home.

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Secure your family's finances in case of a serious illness.

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Protect your income & lifestyle from unexpected events.

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Let Us Help You Make Sense of Your Finances

Whether you're planning for retirement, are looking for cover, or want to invest, we can help you make informed decisions and get the most out of your money. Contact us today to schedule a consultation.

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