Debbie Connolly FPFS's Linkedin Analytics

I love working with my clients to really understand what really matters to them the most, both now and in the future. Some advisers work with a figure to reach, and it is all about the numbers and return on investment, I work using return on their life. I want my clients to live their best life, with the money they have worked so hard to obtain. I try to make the complicated advice areas as simple as possible so that my clients can focus on what really matters to them and their family. I am deeply knowledgeable in all aspects of financial planning, including complex areas such as Inheritance tax/Trust planning, Business relief products and Lifetime allowance issues. I have achieved Fellow status within the Personal Finance Society and Chartered status. This means that I have attained and maintained the most prestigious level of professional achievement within my profession, so you are in safe hands. I am also Chair of the Personal Finance Society in Northern Ireland. The most crucial element in a client relationship is Trust. You need to be open and honest with each other to try and get the most out of your financial planning goals and objectives. A client/adviser relationship is normally long term and I really enjoy being there every step of the way watching my client’s life cycles change. This can even include looking after their legacy and helping the next generation after they are gone. Being open and honest and to act with my clients interests at the forefront is at the heart of everything I do. I use my knowledge and expertise to help create a robust financial plan in which they can believe in. My parents have always instilled in me that “you should treat others the way you would want to be treated yourself” and I really believe this to be a fundamental part of building trust with my clients. When I am not working, I enjoy spending time travelling, reading, and volunteering at my local animal sanctuary. I also absolutely love fly fishing and I am the secretary of the Irish Ladies Fly Fishing Association, and I obtained my first cap for the team this year at the Lake of Menteith in Scotland. Qualifications: Advanced Diploma in Financial Planning | Diploma in Regulated Financial Planning | Diploma in Financial Planning | Certificate in Financial Planning | Award in Pensions Update | Certificate in Mortgage Advice | Award in Long Term Care Insurance | Certificate in Life and Pensions | AF3 | 1st Class Honours Economics with Distinction | Financial Adviser of the Year Northern Ireland and Scotland 2023