engineering wealth.
enabling freedom.
We help high-income professionals, founders, and families turn complexity into clarity — building personalised wealth strategies across investments, retirement, tax, and legacy.
So you can grow your assets, reduce stress, and gain the freedom to focus on what matters most.
How can kevin help you?
Wealth Master Plan™
Strategic financial planning for individuals, families, and business owners who want more than just a pension projection — they want a plan that connects their money to their life.
The Wealth Master Plan™ is our flagship service — a collaborative, structured process designed to help you engineer your wealth around the life you actually want to live.
We begin where every great plan should:
With you. Your values, your family, your ambitions, and the lifestyle you want — now and in the future.
From there, we map your full financial picture:
Your income, business, pensions, and investments
Your current assets and future earning potential
Your spending needs today — and tomorrow
Then we engineer a personalised strategy to:
Fund your goals
Manage risk
Reduce tax
And ultimately give you the freedom to choose how you live and work
Retirement Plan
You’ve built wealth. Now it’s time to make it work for you — without running out, overpaying tax, or getting lost in complexity.
Whether you’re 50 or 60, the retirement decisions you make today will shape the next 30 years. I’ll help you answer the big questions:
How much do I need to retire — and when?
How do I draw income efficiently from pensions, company assets, and investments?
How do I avoid SFT charges or overfunding?
Can I retire early — or downshift gradually?
Together, we’ll create a retirement plan that gives you clarity, control, and confidence — backed by numbers, not guesswork.
Our Promise
People First Planning
We start with you — your life, your family, your values. Before we talk numbers, we take time to understand what matters most, so every financial decision is built around your real-world goals.
Unbiased Advice
Independent, transparent advice rooted in integrity — so you can build wealth with confidence and peace of mind.
Clarity Over Complexity
We make the complex simple — so you can take control, make smart decisions, and stay focused on what really matters.
About Kevin
Kevin Elliott, CFP®
Kevin is a Certified Financial Planner™ and former global finance director with 18+ years’ experience across firms like Bank of America and hedge fund Bridgewater Associates. He now runs an independent, fee-only wealth firm in Ireland, helping individuals, families, and business owners build strategic, tax-efficient plans for investing, retirement, and long-term wealth.
With a first-class academic foundation — including an MBA from Imperial College London and degrees from UCD — Kevin brings global expertise and personal insight to every client. He holds the CFP®, EFA, QFA, and PRMIA designations and acts as a personal CFO to those seeking clarity, structure, and lifelong financial confidence.
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Helping you make smarter financial decisions — with clear, practical insights on pensions, investing, tax, retirement, and building lasting wealth.
