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AIM Financial Planning

Personalised Planning. Lasting peace of mind.

Expert financial planning for individuals, families, and business owners with significant assets.

At AIM Financial Planning, we believe true wealth is about more than numbers—it’s about security, opportunity, and the legacy you leave behind. As Certified Financial Planners™ we offer discreet, highly personalised financial guidance to individuals, families, and business owners with significant investible assets. Our mission: to help you grow, protect, and transfer your wealth with confidence and clarity.

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Our Process

About AIM

Our Mission & Core Values

At AIM Financial Planning, we believe true wealth is about more than numbers—it’s about security, opportunity, and the legacy you leave behind. Led by Certified Financial Planner™ Niall Ó Loingsigh, we offer discreet, highly personalised financial guidance to individuals, families, and business owners with significant investible assets. Our mission: to help you grow, protect, and transfer your wealth with confidence and clarity.

Our goal is to enrich our clients’ lives. We are dedicated to helping you achieve financial security, peace of mind, and the freedom to live the life you truly desire. Our advice is always tailored, transparent, and focused on what matters most to you and your family.

Integrity

Unwavering honesty, transparency, and ethical standards.

Learning

Continuous professional development and up-to-date expertise.

Compassion

Empathetic, attentive, and personalised guidance.

Service

Exceptional, responsive, and proactive client care.

Enjoyment

Making financial planning a positive, empowering experience.

Planning Your Future

Our Services

At AIM Financial Planning, we understand that every individual’s financial needs and goals are unique. That’s why we offer a comprehensive range of personalised services tailored to individuals, families, and business owners at every stage of life.

Our commitment is to provide clear, practical advice and ongoing support that helps you achieve financial security and peace of mind. Whether you are starting your financial journey, planning for retirement, or managing complex wealth, we work closely with you to create a financial plan that fits your life and evolves as your circumstances change.

Our Services

Why Choose Us

Our Unique Process

AIM Financial Planning, we believe that true financial success is about more than numbers—it’s about living with purpose, security, and peace of mind. That’s why we’ve developed AIM Navigatio™, our signature process that combines world-class expertise, best-in-class technology, and the personal attention only a boutique firm can provide, guiding you on your financial journey.

1. Discovery & Vision

Discovery & Vision

We start with a deep conversation about your values, goals, and aspirations—what a fulfilled future looks like for you and your family.

2. Financial Health Assessment

Financial Health Assessment

Using best-in-class software, including Voyant for dynamic cash flow modelling, we analyse your assets, liabilities, income, and expenditure. This allows us to visualise your financial future and test scenarios together.

3. FinaMetrica Risk Profiling

FinaMetrica Risk Profiling

We use FinaMetrica’s globally recognised, psychometric-based risk profiling software to accurately assess your comfort with investment risk. This ensures your investment strategy is both suitable and sustainable, and that your portfolio truly matches your risk tolerance.

4. Bespoke Strategy Development

Bespoke Strategy Development

We design a tailored financial plan covering lifestyle, investment, tax, retirement, estate, and risk management—always in your best interest and fully compliant with CFP® standards.

5. Collaborative Implementation

Collaborative Implementation

We guide you through every step, coordinating with your other professional advisers as needed, and making the process seamless and transparent.

6. Ongoing Review & Engagement

Ongoing Review & Engagement

Life changes, and so should your plan. We schedule regular reviews, update your cash flow projections and risk profile, and keep your strategy aligned with your evolving goals.

1. Discovery & Vision

Discovery & Vision

We start with a deep conversation about your values, goals, and aspirations—what a fulfilled future looks like for you and your family.

2. Financial Health Assessment

Financial Health Assessment

Using best-in-class software, including Voyant for dynamic cash flow modelling, we analyse your assets, liabilities, income, and expenditure. This allows us to visualise your financial future and test scenarios together.

3. FinaMetrica Risk Profiling

FinaMetrica Risk Profiling

We use FinaMetrica’s globally recognised, psychometric-based risk profiling software to accurately assess your comfort with investment risk. This ensures your investment strategy is both suitable and sustainable, and that your portfolio truly matches your risk tolerance.

4. Bespoke Strategy Development

Bespoke Strategy Development

We design a tailored financial plan covering lifestyle, investment, tax, retirement, estate, and risk management—always in your best interest and fully compliant with CFP® standards.

5. Collaborative Implementation

Collaborative Implementation

We guide you through every step, coordinating with your other professional advisers as needed, and making the process seamless and transparent.

6. Ongoing Review & Engagement

Ongoing Review & Engagement

Life changes, and so should your plan. We schedule regular reviews, update your cash flow projections and risk profile, and keep your strategy aligned with your evolving goals.

At Your Service

Why choose a CFP® Professional?

Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the rigorous certification and renewal requirements of the CFP Board can display the CFP® certification trademarks. These marks represent a high level of competency, ethics, and professionalism.

To earn the CFP® certification, candidates must meet the “Four Es”:

  • Education: Complete approved coursework covering core financial planning topics such as investment management, tax planning, retirement planning, estate planning, and ethics.

  • Examination: Pass a comprehensive CFP certification exam that tests practical application of integrated financial planning knowledge.

  • Experience: Have a minimum of three years of relevant personal financial planning experience to demonstrate practical skills.

  • Ethics: Agree to abide by a strict code of ethics, including transparency in compensation and acting in the client’s best interest.

These standards set CFP® professionals apart by ensuring they have the knowledge, skills, and ethical commitment to deliver quality financial planning advice you can trust.

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At Your Service

Our Team

About Our Team

Niall O Loingsigh

Managing Director

Breda Hennebery

Client Services Manager

Suzanne Uí Loingsigh

Company Director

Want to Know More

Your Questions, Our Answers

The financial planning process shouldn’t be overwhelming. Here, we answer the most common questions about who we are and how we work.
See All FAQs

We offer a truly bespoke service, grounded in deep relationships and guided by our proprietary AIM Navigatio™ process. As a boutique, CFP®-led firm, we combine world-class expertise with personal attention—delivering clarity, confidence, and care at every step of your financial journey.

We work with individuals, families, and business owners who have significant investible assets and are seeking thoughtful, holistic financial advice. Many of our clients are preparing for retirement, managing complex wealth structures, or navigating key life transitions.

AIM Navigatio™ is our signature planning process—a step-by-step, collaborative journey that helps you define your goals, assess your financial health, design a tailored strategy, and stay on track through ongoing reviews. It integrates best-in-class technology with the personal attention of a boutique firm.