Brian and Conor Croke have over 50 years' of experience in financial advice, pensions, life insurance, mortgage broking and banking with a proven track record in building long-term relationships based on mutual trust with our clients. Fiduciam Financial Planning is a family-run firm where the emphasis is on building on our relationship with our clients through good advice, service and availability.
Our Financial Planning Mission
We strive to help our clients achieve financial independence.
What does financial independence look like to you?
It may be buying your first home, setting up a savings plan for your children or helping you prepare for retirement and the sea-change that this entails in your finances. We work with our clients at all stages of their life to help them achieve their independence and maintain their lifestyles.
We will help you set out a plan with short, medium and long term goals by getting to know you and your financial circumstances. We sit with you to discover what your immediate goals are and what your long term aspirations are. This coupled with our expertise and experience will allow us to set out a long-term plan for you with key benchmarks along the way, and most importantly, we will review this with you regularly along the way because life changes and your plan has to change with it.
Easy to deal with and always give solid advice. My retirement is looking brighter already now that I know how to prepare my finances.
- Mark B, Dublin -
Conor has worked with some of the largest financial institutions in the country building up experience in personal and corporate financial advice. A bank manager in his 20s, he wanted to expand the range of financial services he could bring to his clients and work more closely with them, helping them to achieve their goals. He is a co-founding director of Fiduciam. Conor is a Certified Financial Planner (CFP) and QFA
Brian has many years of experience in banking, financial services, broking and real estate investment and financing. Co-founding Director and Managing Director, he brings a lifetime of experience and knowledge to the table in helping his clients achieve their financial independence. Brian also advises on corporate fundraising for property transactions and asset-backed trading company acquisitions.