Waypoint Financial Planning Ltd

Waypoint Financial Planning Limited is a Dublin‑registered private company that helps individuals and families turn the idea of financial independence into a realistic, step‑by‑step plan. Drawing on more than 30 years of combined knowledge and experience, the firm works closely with clients and their partners to understand personal goals, assess current circumstances and design a bespoke roadmap that covers retirement, investment, tax, estate and protection needs.

The service suite includes lifestyle financial planning, tax and estate strategies, investment and retirement advice, as well as insurance and mortgage brokerage. Waypoint’s team of qualified advisers, regulated by the Central Bank of Ireland as an Authorised Adviser, Mortgage Intermediary and Insurance Intermediary, provides transparent written quotations before any work begins, ensuring clients know exactly what to expect. Based in Maynooth, Co. Kildare, the firm prides itself on a professional yet approachable style, guiding clients through complex financial terrain with clarity and confidence.