Martin D Joyce
DipFA AwPETR Adv DipFA Chartered ALIBF
Laura E Joyce
Brierie Financial Planning was established in 2013. Our founder and director Martin D Joyce has been helping and advising clients since 2003. As someone who wasn't always in the financial profession, he understands and has experienced what it is like to be on the receiving end of financial advice. Laura E Joyce, Co-director and Office Manager, worked in banking as a branch director’s assistant for sixteen years before joining Martin in the family business in 2016.
We are a bit different…
We wanted to create a financial planning company built on honesty, integrity and trust. Somewhere that was independent and completely focused on establishing lifetime harmonious relationships that clients really value. We’d seen and experienced the antiquated systems and poor service culture of the traditional IFA industry and decided that we wanted to be different.
Our clients tell us that they highly value the long-term relationships with us. We take the time to get to know you and gain a true understanding of your personal situation, as well as the financial plans you already have in place (don’t worry if you don’t have any – we’re here to help you start one). This helps us to paint a complete picture of your financial vision for the future – cutting through complexity to create financial solutions that will deliver the lifestyle you desire. But of course circumstances will change so we like to meet up with our clients at least once a year for a catch up.
Meet our mascot #brieriebee. He has been on his travels helping people he meets towards their financial goals for a secure future for them and their loved ones. Follow Brierie Financial Planning on facebook to keep up to date with all our buzzing around....
The way we work
We dedicate lots of time in really getting to know you (which may mean several cups of tea!).
We concentrate on what is most important to you – it’s all about you.
We oppose overcomplication because we believe the simplest things in life are the most effective.
To help provide peace of mind, because there is no greater wealth!
We educate our clients to separate emotions when investing – they don’t mix well.
We give reassurance to our clients that we are on their financial journey together.