LHW Financial Planning helps individuals, families, business owners, and retirees across Ireland make confident financial decisions through expert pension advice, retirement planning, wealth management, and financial protection strategies.
CERTIFIED FINANCIAL PLANNER™️
LHW Financial Planning is an Irish financial planning firm providing tailored financial advice to clients throughout Ireland.
We specialise in:
Our mission is simple:
To help you build long-term financial security through clear, transparent, and personalised advice.
Unlike product-led financial firms, we focus on long-term planning strategies aligned with each client’s goals, life stage, income, and risk tolerance.
Every recommendation is built around what is in the client’s best interests.
We provide financial planning advice focused on long-term outcomes.
Our advisors hold recognised financial planning qualifications.
Every financial plan is tailored to the client’s goals, income, family situation, retirement objectives, and future ambitions.
Financial planning is not a once-off process. We regularly review and adapt strategies as life changes.
We explain complex financial topics in straightforward language so clients feel informed and confident.
We focus on building trusted, lasting client relationships based on transparency and accountability.
LHW Financial Planning is an Irish financial planning firm providing tailored financial advice to clients throughout Ireland.
We specialise in:
Financial Planning Services for Every Stage of Life
Helping families plan for long-term financial security and protection.
Supporting directors and entrepreneurs with pensions, succession planning, and wealth strategies.
Tax-efficient investment and retirement planning solutions.
Helping clients transition confidently into retirement.
Managing income, pensions, investments, and estate considerations during retirement.
LHW have managed our Firm’s internal pension scheme for many years. During this time Cara has always been of huge help in navigating all aspects of the scheme and ancillary...
Delighted with the service from the LHW team . This whole pension auto enrolment scheme had me with more questions than anything but Alan , Jonathan and the team made...
LHW have been managing our pension and group life scheme cover plans for over 20 years. I highly recommend LHW, who over the years have given us expert advice and...
We at Sooner Than Later entrusted the management of our employees pension scheme along with managing the owner Directors portfolio’s for over twenty years. During this time we have experienced...
John gives very sound advice, and he sets out the financial plan in a way that is clear, concise and easy to understand. There is no jargon! As a person...
Congratulations on LHW reaching this milestone, it is a credit to all the staff members and the services you all provide . The best of luck in your new premises....
John Dunne has been a valued and trusted advisor for many years. In addition to meticulous financial planning and attention to detail, John excels in engaging with clients and making...
“Thanks to John Dunne I finally feel like I have a solid plan and some real confidence in my financial future. Before working with John I knew very little about...
“I feel both informed and prepared for retirement. John’s ability to bring our disparate retirement pools into a single cohesive view of what our finances will look like well into...
We are a long-standing client of LHW and have always been very impressed with their professionalism and expertise in advising on our staff pension arrangements. Their comprehensive approach, clear communication,...
LHW Financial Planning is an Irish financial planning firm providing tailored financial advice to clients throughout Ireland. We take a holistic approach to financial planning, helping individuals, families, professionals and business owners make informed decisions about their financial future. Our areas of expertise include pension and retirement planning, wealth management, investment advice, family financial protection, and financial planning for business owners and professionals.
Yes. LHW Financial Planning Ltd. is regulated by the Central Bank of Ireland and is registered in Ireland under company number 358717. As a regulated financial services firm, we operate in accordance with the regulatory standards and requirements set by the Central Bank of Ireland.
Our financial planning team holds recognised professional qualifications, including the Qualified Financial Adviser (QFA) qualification and the Graduate Diploma in Financial Planning. Members of our team who have completed the relevant education, examination and experience requirements are CERTIFIED FINANCIAL PLANNER professionals, reflecting a high standard of professional knowledge and expertise across the key areas of financial planning. We are committed to ongoing professional development to ensure our team maintains and continually develops its knowledge.
For over 50 years, LHW Financial Planning has helped individuals, families, professionals and business owners make informed financial decisions and plan for their financial futures. We focus on building long-term relationships with our clients, taking the time to understand their circumstances, priorities and goals before providing tailored advice. Our aim is to provide clear, considered and practical financial planning that gives our clients greater clarity and confidence in their financial decisions.
Yes. Pension and retirement planning are core areas of our expertise, with extensive experience across our team. We help clients understand their pension options, assess whether they are on track to achieve their desired retirement lifestyle and develop a strategy tailored to their individual circumstances. Whether you are starting to build your pension, approaching retirement or already retired, we can help you plan for the transition from building wealth to generating sustainable retirement income.
Yes. We work with business owners, company directors, entrepreneurs and self-employed professionals, helping them make informed decisions about both their personal and business finances. Our advice can cover areas such as pension planning, investment and wealth management, financial protection and succession planning. We recognise that business and personal finances are often closely connected, so we take a holistic approach to help align your financial strategy with both your business objectives and long-term personal goals.
Our financial planning process begins with an initial consultation, where we take the time to understand your circumstances, priorities and financial objectives. We then conduct a comprehensive financial review to assess your existing arrangements and identify your current and future needs. Based on this review, we develop a tailored financial plan with strategies and recommendations designed around your individual circumstances and goals. Once you are comfortable proceeding, we manage the implementation process and take care of the necessary administration and paperwork. We then provide ongoing support and regular reviews to ensure your financial plan continues to reflect your circumstances and remains aligned with your long-term objectives.
We work with clients throughout Ireland, supporting individuals, families, professionals and business owners across the country. While we have a strong presence in Dublin and offer face-to-face meetings, we also work with clients remotely using secure digital communication where appropriate. Wherever you are based in Ireland, our approach remains the same: taking the time to understand your circumstances and providing tailored financial advice based on your individual needs and goals.
Whether you are planning for retirement, protecting your family, growing investments, or preparing for major life changes, LHW Financial Planning provides expert financial advice tailored to your goals.
Speak with our experienced team today to start building a stronger financial future.
Start Your Financial Planning Journey Today
Whether you’re planning retirement, growing your savings, or managing employee pensions — let’s talk.
