Who We Are
Financial planning is personal and choosing the right financial advisor is important, one that shares your financial vision, works in partnership with you and builds long term trust.
MSc, CFP®, BA (Hons), QFA FLIA, RPA
After graduating with an honours degree in Financial Services from Manchester Metropolitan University, Karen began her career in the financial planning sector in the UK over 23 years ago. After moving to Ireland in 2004 and joining New Ireland Assurance as a Broker Account Manager, she achieved the accreditations of Qualified Financial Adviser and Retirement Planning Advisor (RPA) as well as becoming a Fellow of the Life Insurance Association (QFA FLIA).
Wishing to be more at the forefront of the financial advice process and to use her knowledge to more directly help people with their finances, Karen joined a financial broker company in 2017. Here she gained invaluable experience working with clients and advising them on their financial needs. At the same time, she also returned to college part-time and studied for the Graduate Diploma in Financial Planning at University College Dublin (UCD) which led to her being accredited the internationally recognised qualification of CERTIFIED FINANCIAL PLANNER™ or CFP® through the Financial Planning Standards Board.
Karen completed her studies by graduating with an MSc in financial services from UCD and soon afterwards, she set up SurePlan Financial.
Karen has contributed to national newspaper and magazine articles on the area of financial planning and has regularly been interviewed on both national and local radio stations. She enjoys working with people and helping clients on their financial journey. Away from the office she is a keen GAA and soccer fan and enjoys walking, running and travelling abroad.
ACCA, LIB, QFA
Elaine is a qualified financial advisor and qualified accountant with over 20 years experience in helping clients to make smarter financial decisions and realise their financial dreams.
Elaine started her career as a trainee accountant and then worked in banking for many years before joining a financial broker in 2006. She achieved the accreditation of Qualified Financial Advisor (QFA) in 2008 and became a Licentiate of the Institute of Banking (LIB).
After returning to college part-time, she qualified as an accountant with the ACCA (Association of Chartered Certified Accountants) in 2020. Her motivation to return to accountancy was to get a deeper insight in to business and to integrate accountancy principles such as value and innovation into financial planning.
She lives by her core philosophy “advising clients the same advice she gives herself” and works with individuals and business owners to achieve their financial freedom. In 2021, as part of her own financial goal, she joined SurePlan Financial to work towards being a business owner.
Elaine is an avid gardener, she loves to grow her own vegetables, tending to her chickens and takes an active role reducing her daily carbon footprint both in her personal and business life. She loves to keep active, running, walking, cycling and has part taken in a skydive, paragliding and sea swimming.