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. 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, pensions planning (including SIPP's and SSAS's), investments and business protection. 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 pleased to have been chair of the Personal Finance Society for the last 3 years. 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 and their families live their best lives and helping them through each stage of their life. This can even include looking after their legacy and helping the next generation. Being open and honest and to act with my client’s interests, is at the heart of everything I do. I use my knowledge and expertise to help create a robust financial plan bespoke to their needs. My parents have always instilled in me that “you should treat others the way you would want to be treated yourself” and this is a fundamental part of how I work with my clients. When I am not working, I enjoy spending time travelling, playing darts and pool, reading, and looking after my three cats. I also absolutely love fly fishing, and I fly fish for the Irish Ladies International team. 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 | 1st Class Honours Economics with Distinction | Financial Adviser of the Year Northern Ireland and Scotland 2023 | Fellow of PFS | Chartered Financial Planner