askpaul

askpaul: jargon-free financial advice for Irish clients

askpaul is a financial advice firm based in Ireland that presents itself as a personalised, jargon-free service for all types of financial matters. Founded in 2016 by Paul Merriman, CFP®, the company serves both individuals and business owners and operates with a holistic approach spanning from financial planning to family protection.

Since 2023 the firm has been part of the Fairstone group, a UK-based wealth management provider. According to published information, askpaul has served over 70,000 clients and manages more than €4 billion in assets. The entity operating under the Fairstone and askpaul brands, Fairstone Asset Management DAC, is regulated by the Central Bank of Ireland under registration number 461783.

Planning and consultation services

askpaul's service catalogue is organised around specialised consultations. The financial planning consultation is aimed at building a financial future under the client's control. The pension consultation offers a jargon-free approach to retirement. The investment consultation seeks to make money work harder. The mortgage consultation supports the client at every stage of the process, with whole-of-market independent mortgage advice. The protection consultation covers the needs of the client and their family, and includes a specific mortgage protection insurance service to protect the home. For business owners there is a consultation combining personal and business financial advice.

The firm also offers a Will Service and access to high-interest savings accounts to grow the emergency fund and achieve financial goals.

Client resources and tools

askpaul makes several free resources available to users. The Finance Planner is a downloadable personal finance planner that helps maintain control and focus on financial goals. The On-Demand Webinars platform offers recorded seminars on managing and improving finances. The firm's blog publishes practical advice and tools on retirement planning, estate planning and other subjects. There is also a Savings Challenge and an Employee Wellbeing service aimed at employees.

Team and specialisation

askpaul's team is led by Paul Merriman, CEO, and Derek Delany as Managing Director. The structure includes specialists in financial planning, mortgage applications, retirement planning and investment advice. Among the published profiles are heads of private clients, wealth, pensions, national financial planning, mortgages, compliance, finance, investments and pensions, marketing, operations and client services, as well as a paraplanning team and mortgage processing specialists.

Presence and reach

The firm states it has helped over 1,000 clients a month grow and protect their wealth. Its social media community exceeds 256,000 followers, according to published data. Its operational headquarters is in Dublin, from where it serves clients throughout Ireland.

Location and contact

2nd Floor, Maple House, Lower Kilmacud Road, Stillorgan, Co. Dublin · Phone: 01-295 5766 · Email: info@fairstone.ie