Company Information

Get to know Lifestyle Financial Planners, Tone Street, Ballina, Co. Mayo

Founded in 2007 by Paul Cawley, Lifestyle Financial Planners is an independent financial advisory firm dedicated to helping clients in the West of Ireland achieve their financial goals and independence. Regulated by the Central Bank of Ireland, the company provides impartial, client-focused advice on pensions, investments, savings, and financial protection, emphasizing the building of long-term client relationships.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Lifestyle Financial Planners, Tone Street, Ballina, Co. Mayo

Ireland

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.