Want to Know More?
Your Questions, Our Answers
The financial planning process shouldn’t be overwhelming. Here, we answer questions about who we are and how we work.
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.
Simply request a private consultation through our website or by contacting us directly. We’ll schedule an initial meeting—at no obligation—where we can explore your needs, answer your questions, and determine if we’re the right fit for one another.
Yes. AIM Financial Planning is regulated by the Central Bank of Ireland. Our principal adviser, Niall Ó Loingsigh, is a Certified Financial Planner™ (CFP®), which is the global gold standard for financial planning professionals.
At the start of each year, we agree on a meeting schedule with you, locking in review dates and touchpoints tailored to your situation. We also remain available for any queries that arise between meetings.
Our fees are transparent and depend on the complexity of your financial needs. We offer flat fees for planning, as well as ongoing advisory services where appropriate. We always explain our fees clearly before any work begins.
We offer comprehensive advice, including retirement planning, investment strategy, tax planning, estate and legacy planning, risk management, education funding, business succession, and more—always tailored to your goals.
Yes. We design bespoke, evidence-based investment strategies aligned with your financial goals and risk tolerance. We don’t chase trends—we focus on diversification, long-term discipline, and low-cost, tax-efficient investing.
Absolutely. We take a collaborative approach and are happy to coordinate with your other professional advisers to ensure your entire financial ecosystem is aligned and working in your best interest.
We use Voyant for interactive cashflow modelling and FinaMetrica for psychometric risk profiling—two globally recognised tools that enhance clarity and decision-making.
While we don’t publish strict minimums, most of our clients have substantial investible assets or complex financial lives that benefit from our bespoke approach. If you’re unsure whether we’re the right fit, we’re happy to have a conversation.