Stephen Norris CFP®
Managing Director & Financial Planner
Stephen has been advising clients for over 18 years. He believes in a client first approach and seeks to empower his clients to achieve their goals.
Stephen set up Evolution FP so that he could spend more time with clients and develop stronger relationships with them. He is passionate about financial planning and loves working with his clients to ensure they create a financial plan, that’s right for them and their families.
Background
Stephen is a Certified Financial Planner™ and a Qualified Financial Advisor. He holds a Bachelor of Business Studies Degree, as well as a Higher Diploma in Financial Planning and a MSc in Financial Services from University College Dublin. He spent 13 years working within Wealth Management for a leading Irish Financial Services Organisation, before working with a number of financial planning firms and then founding Evolution Financial Planning.
To start your journey today, book your complimentary discovery call.
The Support Team
Marta Pelc CFP®
Financial Planning Specialist
Marta is our financial planning consultant with over 13 years experience focusing on cash flow analysis and modelling. Marta helps ensure that our clients get the very best financial plan to meet their goals.
Kieran Daly
IT Specialist
Kieran looks after all things technical and is always on hand with a quick solution to keep everything running smoothly.
Trusted Partners
Partner with us
We also work with other skilled professionals such as Solicitors, Accountants and Tax Advisors, to provide our clients with the most holistic advice.
We are always looking to expand our network of advisors, to help us best serve our clients. Are you a working professional in one of the listed areas, and would like to partner with a client focused firm? Don’t hesitate to get in touch with us.