Welcome to Rockbridge
Our mission at Rockbridge Financial Planning is to work in partnership with our clients, providing them with the appropriate financial advice and on-going support so that they can achieve their financial objectives efficiently and fulfil their lifestyle ambitions. Please feel free to talk to us»
Who We Are
Our service proposition embraces a commitment to provide the highest standards of professional advice, service and on-going support to our clients. Our relevant experience, commitment to excellence and professional expertise enables us to fulfil these objectives.
Our Unique Approach
We are a financial planning firm providing long term wealth management solutions in a trusted partnership with our clients. Our structured advice process enables us to meet the complex needs of our clients and deliver a consistently high level of service.
Our Services & Solutions
Rockbridge Financial Planning provides a comprehensive range of services and professional solutions which focus on helping our clients attain both their financial objectives and life goals.
Your Financial Lifecycle
The Financial Lifecycle
The process of achieving your long term financial objectives occurs through three main lifecycle stages. Our objective is to work in partnership with our clients from the initial phase of creating wealth right through to achieving financial freedom and thereafter. Each stage creates different financial planning needs for clients.
Our Clients Experience
“Shane McLoughlin is very good at what he does. He provides advice and guidance on complex financial issues in a clear, well-informed, logical way that makes sense to the non-expert. He gives great confidence that one is in very good hands with him. His personal values are also very strong. I have referred a number of friends to him and they are all very happy with the service he provides them. Shane has advised me personally on a complex pension and retirement issue and I am very pleased with his guidance and support. I could not recommend him highly enough.” Tim O’Connor Business Advisor and a former Irish government Dept. Secretary General
"Shane is a very dedicated, hard-working and personable Financial Advisor who places the interests of his clients to the fore. He is thorough and responsive, providing advice which is always clear and comprehensive; - quite simply, a very good guy to have in your corner." Peter McLoughlin Business Advisor, Former MD Oxigen Environmental & Director Thorn Group Europe
“I am more than happy to recommend Rockbridge Financial Planning. Following a comprehensive financial planning exercise a few years ago Shane has completely reorganised my investments and put them on a sound footing, ensuring that they are allocated in accordance with my appetite for risk and long term objectives. I feel that, come the next financial shock, I will be much better prepared. In the meantime, my portfolio is well placed to grow. He listens, thinks and comes back with sound ideas and I have great confidence that my best interests are always being looked after.” Jeremy Mitchell Solicitor
“Shane McLoughlin has been our financial advisor for nearly 10 years. He has given me and my family outstanding financial advice over the years, particularly most recently in the area of estate planning and pension advice. I have no hesitation in recommending Rockbridge Financial Planning to anyone looking for top class fee based financial advice”. Deirdre Hannick
“We have been working with Rockbridge Financial Planning for a number of years and have found them to possess an in-depth knowledge of their financial field and a refreshing trustworthiness in their handling of our affairs. We are happy to recommend Rockbridge Financial Planning” Sally Ann McDonald Company Owner
“I am a self-employed sole operator in professional practice who has benefited from some excellent advice and service from Rockbridge Financial Planning which has helped greatly in organising my financial affairs, in particular, my pension requirements. As a client, I look forward to availing of their expertise in managing my financial affairs and retirement planning in an important phase of my working life. I am especially pleased to deal with Rockbridge Financial Planning as they provide fee based independent financial advice” Gerry Murray Orthodontist
“Shane McLoughlin has been extremely helpful in providing me with excellent on-going advice relating to my Self-Administered Pension Scheme. What I appreciate most about the advice is his ability to simplify what is a very complex subject matter and ensure that I am utilising my retirement allowances as efficiently as possible. I am more than happy to recommend Rockbridge Financial Planning” Padraig McElwain Director, PGI Limited