Coleman
Financial Planning

We provide personal financial planning advice to individuals
and businesses in the areas of pensions,
investments, and insurance protection.

Celebrating 10 Years
in Business

Since 2014, Coleman Financial Planning has been helping individuals,
businesses and families to structure, protect and grow their financial well-being.

Financial Planning

Through our structured and open financial planning consultation process we will produce a tailor-made report which details your goals and financial priorities and most importantly, it will show you how to achieve these.

For Me

We look at the relevant components that are specific to you.

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For my Family

We will identify what is important to you and your family.

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For my Business

We have saved businesses significant sums of money.

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About Daragh Coleman

Financial Planner

Daragh Coleman is a Certified Financial Planner™ (CFP®) with over 23 years experience advising clients on investments, retirement planning and insurance protection.
Before setting up Coleman Financial Planning, Daragh held advisory positions with Bank of Ireland, GMC Life & Pensions, and New Ireland Assurance.

Testimonials

”I am delighted to have chosen Coleman Financial Planning to advise me on protecting my family and planning for my retirement. The advice I received was presented in a very clear and concise manner and I was confident I was getting the best deal in the market. I would recommend anyone to contact them if you are looking to get real independent advice.”

Karl Jennings
Commercial Finance Director
10th January 2017

”We have been working with Coleman Financial Planning since early 2016. We both have a number of pensions from previous employments, and weren’t sure that we were maximising our return – or unnecessarily duplicating on fees. Daragh undertook a full review and came back with recommendations. We have made some changes e.g. consolidating funds where it made sense. We feel we are in safe hands with an expert who doesn’t try to blind you with science or numbers. We know that someone will now be looking at annual statements who understands them, and will work with us to secure our financial future.”

Niamh Gavin & David Considine
10th January 2017

“I met Daragh to look at setting up a 2nd pension which he gave me great advice on and helped me setup. He then went through some other areas like the life insurance attached to my mortgage and came up with a significantly cheaper option providing identical cover. I also setup a saving scheme with him as well. He explained everything really well and I would not hesitate to recommend him for anyone looking for sound financial advice which is explained in terms that you don’t need to be an accountant to understand!”

Marc Flanagan
EmEa Director-loT & Embedded at Dell
27th January 2017

Blog

Things that caught my interest!

Things that caught my interest!

Every day I, like everyone, am bombarded by different news and messages from all directions - websites, email, social media, podcasts even the good old newspapers and...

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