Founded by Kelly-Anne Quinn, Life Planning is dedicated to providing transparent, non-judgmental, and jargon-free financial advice. Driven by a passion for financial planning, we aim to make expert financial advice accessible to everyone. Putting the customer first is the core principle guiding all our services and recommendations.
Kelly-Anne Quinn has over 25 years of experience in the Financial Services Industry, including more than 20 years as a Financial Advisor. Drawing on her extensive background in financial planning, Kelly-Anne provides expert advice and brings a wealth of knowledge across a wide range of services.
Kelly-Anne is a CERTIFIED FINANCIAL PLANNER™ professional. She believes in client-focused financial planning and works with individuals to create holistic, tailored financial plans that align with each client’s values and goals.
“ I enjoy helping clients identify what is most important to them. By showing them strategies we can put a plan in place that gives certainty to their financial future and provides peace of mind”
Kelly-Anne was awarded the 2023 LIA Daniel Grimes Gold Medal Award for top student performance within the Postgraduate Diploma in Financial Planning awarded by ATU Sligo.
In 2024, she achieved First Class Hounours in a Master’s of Business in Financial Planning and Sustainability from ATU Sligo.
She has also been awarded the following designations:
- Qualified Financial Adviser QFA (2005)
- Retirement Planning Adviser RPA (2014)
- Financial Planning Risk Adviser FPRA (2022)
- Specialist Investment Adviser SIA (2021)
- Postgraduate Diplomas in Financial Planning (2023)
- Certified Financial Planner CFP® (2023)
- Master of Business in Financial Planning and Sustainability MBus (2024)
Ciara Sommerfield is a Client Services Associate at Life Planning, supporting clients and advisors throughout the financial planning process.
She is dedicated to delivering a high standard of service and helping clients feel confident in their financial journey.
With over seven years’ experience in the Financial Services Industry, Ciara has developed a strong background across banking, pensions, and life insurance.
Ciara brings a detail-oriented and client-focused approach to her role, helping to ensure a smooth and efficient experience for clients at every stage.
Ciara holds a Professional Diploma in Financial Advice (QFA) since 2023.