Never one to let a good opportunity go to waste !

Never one to let a good opportunity go to waste – Fiona used her time in Lockdown to get the head down and study 🤓📚
Well done to her for obtaining the SIA designation (Specialist Investment Adviser) through Institute of Bankers (IOB) today, and getting the most for her clients in investment, asset and wealth management strategies. 🎉🎉👏👏
You can find out more about this course here:
A big congratulations from Grainne and Deirdre ! 😁
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Business All Stars


Delighted to receive our framed Certificate of Accreditation and medals from AIBF – Business All Stars. It has certainly brightened up our week. Looking forward to the virtual award ceremony next Thursday 25th June!


#DIL 2020 Sunrise Appeal

Early morning views of the Sunrise from both Clare and Limerick – in aid of Pieta House and their Urgent Sunrise Appeal #DIL 2020.




Urgent Sunrise Appeal – Pieta House


With the ongoing global COVID-19 outbreak, we would like to reassure all our clients that we have contingency plans in place to ensure that we can maintain a service for you.

As you are aware, the Irish government confirmed on Thursday last that the country has moved to the “delay phase” of the COVID-19 outbreak and announced additional measures designed to slow the spread of the coronavirus. Our priority is the welfare of our staff and our clients. 

As a result our office will be closed to the public but will be manned by a reduced staff going forward.  In the event that you are unable to get through to us by telephone please leave a message and we will call you back;  or alternatively email us with your query and we will respond asap.

We will continue to help and assist you through these difficult times.

2020 – Business All-Star Award for Sunrise Financial Planning

We are delighted to have recently received the acclaimed Business All-Star Accreditation award.

Our team has been very busy over recent weeks working with the All-Ireland Business Foundation to achieve our Business All-Star Accreditation Certificate. This accreditation is an outstanding achievement and recognises the hard work and dedication of all our team over the years in providing a best in class service to all our customers. We are really delighted and looking forward to attending the Gold Medal Ceremony on March 24th at Croke Park.

Business All-Star accredited companies are defined as; progressive, indigenous Irish businesses which meet the highest standards of verified performance, trust and customer centricity. In achieving this accreditation we join a unique group of businesses and we believe this continues to demonstrate our commitment to improving our service to our customers and suppliers. The three pillars of All-Ireland Business All-Star accreditation are Performance, Trust and Customer Centricity.

Sunrise Financial Planning is one of the few financial advisory firms in Ireland to have received this award. We are very proud and honoured as not only have we received this award, but in 2020 we are also celebrating 45 years in business.


Celebrating 45 years in business during 2020

We had a celebratory lunch to mark 45 years in business this year and two generations in business.

A great milestone for Sunrise Financial Planning.







Go Red for Women this February

Great campaign just launched by the Irish Heart Foundation – Go Red for Women this February – supporting women throughout Ireland.