CMC FINANCIAL PLANNING LIMITED

CMC Financial Planning is Ireland’s leading financial planning practice, dedicated to helping existing clients navigate every stage of their financial journey. Managed by Chris McKenzie, CFP®, QFA, SIA and Graduate Diploma holder, the firm offers a secure client portal where policy values can be monitored in real‑time and appointments such as annual reviews or portfolio meetings can be booked with ease.

The practice specialises in a comprehensive suite of services, including bespoke financial plans that cover retirement, estate and tax planning, protection, mortgage advice, income in retirement, investments and third‑level education costs. Their Investment Performance and Portfolio Review service provides expert, ongoing guidance, ensuring portfolios stay on track to meet clients’ objectives. For those approaching or already in retirement, CMC delivers pre‑ and post‑retirement reviews using cash‑flow technology to project pension assets and sustain income through ARFs.

With a focus on personalised, transparent advice, CMC Financial Planning combines professional expertise with an approachable, client‑centred ethos, making it simple for individuals to stay in control of their financial future.