• BEGIN YOUR FINANCIAL PLANNING JOURNEY HERE


    BOOK A CONSULTATIONSUBSCRIBE

  • WHAT MAKES US DIFFERENT?

    FAMILY RUN, IRISH OWNED BUSINESS, 48 YEARS EXPERIENCE, CONTINUITY OF SERVICE, CLAIMS HISTORY

  • CELEBRATING 48 YEARS IN BUSINESS - 2023

123


Sunrise Financial Planning Limited

COVID 19 – REFER TO OUR NEWS SECTION FOR OUR RESPONSE.

We are trusted financial advisers

We can help you achieve your financial goals by providing bespoke solutions for your financial needs. So whether you wish to put a Lifestyle Plan in place or need advice on your pensions, investments, protection, inheritance tax planning or business protection, we can help you on your journey and help you achieve your financial goals.

PLAN YOUR FINANCIAL FUTURE

plan-financial-future
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.

Learn more…

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…

Learn more…

SAVE MONEY & INVEST MONEY

piggy-bank
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…

Learn more…

PROTECT YOUR FAMILY

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

Learn more…

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…

Learn more…

FINANCIAL SOLUTIONS FOR YOUR BUSINESS

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

Learn more…

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.”

“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.”

‘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’.

“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”

“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.”

Read more client testimonials
Sunrise Financial Planning Limited is regulated by the Central Bank of Ireland.

© Copyright Sunrise Financial Planning - Reg. 107515. All Rights Reserved.