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.
Brian Fehily
Client Services Associate
Brian joined Evolution Financial Planning as an intern while completing their degree in Economics, Maths and Statistics at University College Dublin. During his internship, he gained hands-on experience in financial planning, investment management and client relations.
After graduating, Brian transitioned into a full-time role as a Client Services Associate. In this position, he works closely with the financial advisory team, to ensure that clients receive exceptional service and that all their ongoing needs are met. With a detail-oriented approach and a strong foundation in financial planning principles, Brian is dedicated to helping clients navigate their financial journeys and meet their long-term objectives.
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.