Milford Financial Services Ltd

Milford Financial Services Limited is a boutique advisory practice founded in 2021 by seasoned adviser Rory Hennessy. Drawing on more than fifteen years of experience and a suite of qualifications—including QFA, RPA, PTP and APA—Milford delivers clear, accessible financial planning for individuals and families across Ireland.

The firm’s core offering centres on personalised strategies that cover every stage of a client’s financial journey: retirement planning, home purchase or build, education funding, and comprehensive protection for loved ones. A distinctive feature is its transparent, fee‑aware approach, ensuring clients always know how their investments are performing and what they are paying for. Milford also provides a “Second Opinion” service, offering an independent review of existing portfolios and policies to uncover hidden value, address blind spots and confirm that plans remain aligned with personal goals.

Milford’s mission is simple – to demystify finance, empower clients with knowledge, and help them achieve a better, less stressful life. By combining professional expertise with a friendly, coffee‑table conversation style, the team turns complex financial concepts into practical, actionable roadmaps tailored to each client’s unique values and aspirations.