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

About Ferris Financial Planning

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.

Established by Richard Ferris, a Financial Planning Manager who previously worked for Ulster Bank in Ireland for over 25 years, providing Pensions, Investments and Insurance advice to customers across a number of branches.

Our Commitment

Richard's dedication to building long-term relationships with clients is the bedrock of Ferris Financial Planning. Our aim isn't just to manage your financial portfolio, but to ensure that it's managed better than any of the institutions or banks would.

We understand the value of your hard-earned money, and we strive to ensure that you get the best returns on your investments. Our commitment is to be approachable, transparent, and proactive in our services, ensuring your financial success is our topmost priority.

What Makes Us Different

Ferris Financial Planning is a true trusted advisor to our clients, providing an approachable and proactive service to each of our clients. We take the time to get to know you and your unique situation, and we're always happy to answer any questions you may have around your finances.

Proactive Guidance & Support

We proactively proide expert guidance and support to help clients make informed financial decisions and stay on track to meet their goals.

Expertise

Our team posses extensive knowledge in the industry, with years of experience providing tailored financial planning solutions to our clients

Transparent & Empowering

We believe in educating our clients and giving them the knowledge they need to make informed decisions about their finances.

Approachable & Friendly

We understand that financial planning can seem daunting, so we aim to provide a warm and welcoming atmosphere to all our clients.

Hear From Our Clients

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

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 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

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 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
Legal

Ferris Financial Planning Limited

Regulated by the Central Bank of Ireland.
Registered in Ireland.

Register Number

723041

Registered Office

Oakdene, 10 Ballinderry, Mullingar, Co. Westmeath, Ireland

Director

Richard Ferris

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.

Schedule a Consultation