Who we are
About
Riordan Financial
We at Riordan Financial think that people should have the tools and information they need to make informed financial decisions for their families. We recognize that financial tension is one of today’s most significant causes of mental health issues. We are dedicated to assisting individuals in preserving the things they have worked so hard for, as well as planning ahead for potential events like putting
Who we are
Founded by Maurice Riordan, we are a team of creative and passionate Qualified Financial Advisers who bring a real human, purposeful view to how we engage with our clients. Our main objective is to listen and to understand your circumstances so we can take all the aspects of your life into account when working with you to establish a financial plan.
What We Offer
Solutions to help you achieve your financial objectives are available. We’ll create a strategy that is tailored to your specific needs, from protection for the things you’ve already earned to planning for the ones yet to come.
Protecting your family if you die
We consider how your family will manage financially after you pass on. From day-to-day living to long-term planning for your loved ones' future.
Reassurance during a Serious Illness
We consider how you would handle if you became seriously ill. What alternatives are available to ensure that you can cover unforeseen expenditures?
Security if you cant work
We consider your job and what would happen to your finances if you were unable to work. How are you going to continue to pay your rent or mortgage if you can no longer work?
Protecting your Mortgage
If you die, most lenders demand Mortgage Protection. If you pass away, your mortgage will be canceled. We can assist you in acquiring this protection as well as the finest mortgage rates possible.
Protecting your Business
We pay attention to your company's situation, structure, and reliance on key personnel. We'll recommend the best way to prevent illness or death of important people.
Helping you save for your future
We examine your present and future goals. For example, what activities must you complete right now in order to pay for your children's education up to the third level?
Planning your Retirement
We listen to understand what sort of lifestyle you desire in retirement (how far away that may be), then collaborate to develop a strategy for attaining it.
Making my money work harder
With rates as they are now, you're actually losing money because inflation is outpacing the return you earn. We assist you in exploring additional alternatives so that you can get a greater return.
Meet the Team
Bernard Butler QFA, SIA, CFP®, Director
With over 25 years industry experience in a number of roles, Bernard continually looks to build on his knowledge to benefit our clients.
Having completed the Graduate Diploma in Financial Planning with UCD and the internationally recognised Certified Financial Planner™ Designation in 2021, Bernard has the right balance between technical knowledge and real-world experience that assists his clients to attain their financial goals.
He also holds the Qualified Financial Advisor and Specialist Investment Advisor designations.
My hobbies include leisurely road cycling, coaching of his local Juvenile GAA teams and officiating at an intercounty level.
Shaun Riordan BA, QFA, RPA, Director
From Charleville Co. Cork
Joined the family business in 2016 and was part of the first graduating class of the Life Assurance Apprenticeship programme ran by Sligo IT and the LIA.
Graduating with a 1st Class honours in Bachelor of Arts in Business Life Insurance Practice,
A Qualified Financial Adviser as well as a Retirement Planning Adviser.
All Round Sports fan with a particular interest in Hurling Soccer and likes to keep active through leisurely Cycling & the Gym
Maurice Riordan QFA, RPA, RIA Managing Director
Managing Director of Riordan Financial since it was established in 2003.
I am 35 years in the Financial Business having previously worked with both New Ireland Assurance and Friends First. I am a Qualified Financial Advisor and specialize in the area of Retirement Planning and Responsible investing.
I am the current honorary Chairman of St Joseph’s Foundation. My hobbies include leisurely road cycling, mountain biking and I am a keen G.A.A Follower.
