Issue 9 2019

Acquisition International - Issue 9 2019 55 Jul19665 Providing Peace of Mind Based in Dublin, Ireland, Pax Financial Planning are a financial planning and wealth company committed to guiding clients through the entirety of their financial life. Following their recent success in AI’s International Finance Awards 2019 where they were recognised as the Best Financial Planning Firm 2019 - Republic of Ireland, we profiled the firm and caught up with their CEO, Paul Merriman who provided us with a detailed glimpse into the innerworkings of the award-winning company. stablished in 2011, Pax Financial Planning offer financial planning services which are designed to help their clients to achieve their financial goals. Today, the firm offers their clients a full range of financial services across a vast range of areas, including wealth management, asset management, financial planning and also cashflow modelling to name but a few. With over a staggering 30 years’ worth of experience under their belt in financial advice industry, as well as a team of fully qualified advisors split between multiple locations in Ireland, Pax Financial Planning have built a career on not focusing on a particular product or service, as Paul beings to explain. “Here at Pax Financial Planning, we use cashflow modelling and financial mapping for all of our clients to ensure that we understand their current financial situation, as well as their goals and objectives. As a result, this then helps us to build the right financial plan that will be successful for them going forward.” Supporting the firm in their mission to provide their clients with a personalised, award-winning service, is the highly motivated, experienced and dynamic team which forms the backbone of Pax Financial Planning. When discussing the internal culture, Paul is keen to highlight the significant role the team plays in the overall success of the firm. “The team is what makes Pax Financial Planning the firm it is today. We are a boutique financial planning organisation, using each day to continue improving our business. Enabling us to do this, is our talented team which includes Wealth managers and Paraplanners to support the wealth managers, ensuring that the client is kept informed of their journey at all times.” Looking ahead to what the future holds for the firm, the team at Pax Financial Planning will continue to deliver an impeccable service, one which ensures that they not only meet their clients’ requirements, but also surpasses their expectations. Bringing the interview to a close, Paul signs off by revealing the exciting plans which lie in the pipeline, which includes the hopes to further expand the business in the years to come. “Ultimately, we are so excited about the future. Moving forward, we will continue to develop our proposition to ensure that we keep our clients at the heart of what we do every day, keeping a customer centric approach while the company scales. As a result of this scale, our team will also continue to grow. As such, we now have a commitment to our employees to ensure that they are supported in their roles, so they are able to deliver our clients with an exceptional service.” “The team is what makes Pax Financial Planning the firm it is today. We are a boutique financial planning organisation, using each day to continue improving our business.” E Contact: Paul Merriman Address: 10 Sandyford Office Park, Sandyford, Dublin, Ireland Telephone: 00 353 1 2955766 Web Address: www.pax.ie Left to Right: Conor Byrne (Executive director QFAAPA), Paul Merriman (CEO, CFP, QFA) and Ian Britton ( managing director, QFA, RPA)