Sunrise Financial Planning Limited

We are trusted financial advisers

We help you achieve your financial goals by providing client focused solutions to your financial needs. So whether you need advice on your financial planning, pensions, investment, protection or inheritance tax planning, we can help you achieve your goals.

PLAN YOUR FINANCIAL FUTURE

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Financial Planning sits at the heart of what we do. Your financial plan and any financial solutions that we suggest are based on your lifestyle and financial goals.

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PLAN YOUR RETIREMENT

retirement
Put simply, planning for your retirement means saving over the long term so that you can have sufficient income to maintain…

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SAVE MONEY & INVEST MONEY

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We all have different saving and investing needs. For some of us, it might be saving a regular amount of money each month to cover…

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PROTECT YOUR FAMILY

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Everyone has something to protect – your health, your wealth, your life and your family. We can help you protect yourself and your family…

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INHERITANCE TAX PLANNING

inheritance-tax-planning
A significant challenge for many families on the death of a loved one is the challenge posed by inheritance tax. Inheritance tax is paid when someone…

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FINANCIAL SOLUTIONS FOR YOUR BUSINESS

business-solutions
Business owners sometimes require financial advice too. We assist business owners in addressing a range…

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What our customer say about us

“Sunrise Financial Planning always take the time to discuss all options and explain the best and worse things that could happen to all investments and explain the elements of risks involved. I would have no hesitation to advise my family to do business with you.”

James HurleyCo. Tipperary.

“I have been doing business with Teddy since 1985 and all through my dealings have found him excellent to work with. I have recommended him to many of my friends and business colleagues. I am still doing business with Teddy 33 years on and that should speak for itself.”

Michael Murphy Seahorse Atlantic, Castletownbere, Co Cork

‘I have dealt with Sunrise Financial Planning on behalf of clients of mine, my family and myself for a good number of years now, and I have found Grainne at all times, to be very helpful and approachable, explaining their business in easy to understand language, very efficient with prompt attention to any questions or requests’.

Pamela ClancyClancy Solicitors, Ennis, Co Clare.

“I have been a customer with Sunrise Financial Planning for over 33 years and I have valued their advice and commitment to finding the best financial solution for each stage of my working and retirement life. Sunrise Financial Planning offer both a professional and friendly service and I am delighted to see that Paddy has passed on this same work ethic to his two daughters Grainne and Deirdre”

Michael Dillon Michael Dillon UPVC Limited, Kilkee, Co.Clare.

“I always loved that your family-business was run in a friendly, honest, personal and still in a very professional way. That you have advised me and handled all my finances over many years accordingly. I always had faith in doing business with you, even through difficult times and I cannot say this about many other financial institutions.

The future is bright with” SUNRISE “! A grateful and happy long time customer.”

Els de Wilde Co. Wexford
Sunrise Financial Planning Limited is regulated by the Central Bank of Ireland.

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