About Us | Finplan

Life's Too Short for Paperwork ...

Trusted by top tech sector professionals, with 20 years of industry experience. Our digital-first approach and expert team from leading Irish banks ensure a hassle free mortgage app experience. Saving you time and money!

Meet the team, we're here to help.

Ross Harrison

CEO & Founder

Ross began his career in 2000 when he joined Bank of Ireland Group. Ross then joined BDO Ireland and worked in the Financial Services Division, and he later worked with Invesco advising Personal and Business clients on all aspects of financial planning and strategy. Ross established Finplan Limited in 2009.

Ross is a Qualified Financial Advisor, Certified Financial Planner™ and holds an MSc in Financial Services from University College Dublin. Ross is also a member of the Institute of Bankers.

Orla Smith

Operations Manager

Orla began working with ICS Building Society in 2004, where she worked as a Broker Credit Consultant. Orla joined BOI mortgages in 2007 as a Senior Mortgage Underwriter, and from 2015 Orla was a Credit Manager leading a team of mortgage underwriters.

Orla began working with Finplan Limited in March 2021. Orla is a Qualified Financial Advisor and a member of the Institute of Bankers.

Tanya Marshall

Mortgage Advisor

Tanya began her career with Nationwide UK in 2003 as a Mortgage Team Leader and Assistant Manager. Tanya joined BOI in 2013 as a Mortgage Advisor and was promoted to Mortgage Specialist in the BOI Branch Network in 2016.

In December 2021, Tanya began working with Finplan Limited. Tanya is a Qualified Financial Advisor and an Institute of Bankers member.

Caroline Byrne

Mortgage Manager

Caroline began working with KBC as a Mortgage Administrator. Caroline then joined BOI as a Mortgage Adviser, Ulster Bank as a Mortgage Assessor and AIB as an Underwriter. In the last few years, Caroline worked as a Credit Assessor with a large mortgage broker.

Caroline began working with Finplan Limited in August 2020. Caroline is an Approved Product Adviser for Life Assurance, Loans & Pensions. Caroline holds a Degree in Marketing. Caroline is a member of the Life Insurance Association.

Margaret Whitty

Mortgage Manager

Margaret began working with KBC Bank in 1999, where she worked in Homeloan Mortgages as a New Business Team Leader. Margaret joined BDO Ireland in 2004 and worked in the Financial Services Division as an Assistant Manager and a Mortgage Broker managing mortgage applications and enquiries.

Margaret began working with Finplan Limited in January 2020. Margaret is a Qualified Financial Advisor and a member of the Institute of Bankers.

Alexandra

Finplan were amazingly helpful at every step in our buying journey, I couldn’t recommend them enough. The help and negotiation skills when dealing with the sales agent was invaluable. They not only advised me on the best strategies to secure the best deal but went above and beyond to understand my needs and financial circumstances. Their genuine interest in my home-buying journey, rather than just closing a deal, made all the difference.

Thea & Max

I can honestly say I don’t think we would have our house without all the help from Ross and his team. I think we had one of the messiest house purchase journeys I have heard of but they were there through every step and helped us so much, from contacting the estate agents and vendor’s solicitor when they ghosted us, to just reassuring us when we had no idea what was going on.

Alison & Elizabeth

Thank you for the wonderful experience, you made it all so stress free. We previously had received our approval in principle with another bank and were so glad we changed to finplan to help us save money and have a better experience.

Liam & Suzanne

Finplan were amazing throughout the whole mortgage process with us. We worked with Tanya, Orla and Ross and all were so helpful. Our case was complex with the banks but Finplan went above and beyond to be proactive to ensure everything got over the line for us. We have already recommended Finplan to friends and family and will continue to do so. Working with Finplan was a really great experience for us – Thank you!

Ewa & Jakub

We are very pleased, the communication was very fast and professional, the employees are qualified and provide services at the highest level. Thanks to Finplan, we managed to get the loan rate before the bank increased it. Finplan is worth recommending!