StepChange is a marketing and strategy business that works predominately with financial advisers and other professional services firms to help them with their marketing and business development challenges. We help our clients to attract more customers and then to retain them forever.



Clarify the goals for your business, understand your current market position, plot your future direction.



Outsource your marketing activities to develop excellent supports to attract and engage clients.



Change your business model to one based on valued advice and long-term client relationships.


Eamonn has provided an invaluable service to Sunrise Financial Planning. He was instrumental in helping us develop/define our marketing strategy going forward, as well as in the development of our new website. Working with a professional like Eamonn has been a pleasure. We are very happy with the service provided to us and have no hesitation in recommending him to other like minded advisers.

Grainne RyanFinancial Adviser and Company Director at Sunrise Financial Planning

Invesco hired Eamonn in 2013 to help us overhaul our sales and marketing strategy for our corporate pensions business. Eamonn made a very significant contribution to this process, as a facilitator of group discussions and in helping us to distill our actions down to those most crucial for continued business success. I would have no hesitation in working again with Eamonn should the opportunity present itself and would recommend him to anyone who needs insightful sales and marketing strategy assistance.

Gary MorrisseyHead of Business Development, Invesco Ltd.

We worked with Eamonn on a marketing plan for our business. Eamonn took some time to understand the dynamics and drivers of the industry we operate within. He asked lots of questions and approached topics from different angles, causing us to look at our business with a fresh perspective. Once he had a certain quantity of information and market intelligence the planning process commenced. This preparation meant that the final product combined a detailed, relevant marketing plan with timelines and deliverables with a slightly different approach to doing business, particularly around leveraging technology.

I would recommend Eamonn to any business manager looking for a seasoned marketing professional who can combine planning expertise with an innovative approach to using technology to enhance their business prospects.

Ciaran KaneCEO at Three Rock Capital Management

BCP engaged Eamonn Twomey of StepChange to assist us in formulating and delivering our online communications proposition. With his assistance, we have developed a clear digital strategy, an engaging web presence for advisers and end clients, a strong social media presence and an ongoing communication process to help us to better engage advisers. Eamonn worked very well with our internal team and added significant value to this project. I have no hesitation in recommending him to other financial services businesses.

John Calvert CEO at BCP Asset Management

I have been searching for a long time for a marketing strategist who not only understands the industry within which we work but also has the capacity to come up with a well thought out marketing strategy that we can implement. Thankfully we have now engaged Eamonn. Eamonn provided us with a highly professional plan that we are in the process of carrying out over the next 15 months. He has given us a vision and a clarity of thought that we have never had even with what we thought was a good website and excellent client engagement processes. His work has helped us raise the bar considerably and will sharpen our client offering as well as help expand our network. If anyone is really serious about what they are doing in financial services, they need to talk to this man!

Eamon PorterCFP, Grad Dip, ACII, QFA FLIA Principal at Aspire Wealth Management

Omega Financial Management & StepChange have worked together on the development of Omega’s marketing plan for 2012, which is now being jointly delivered by us. Eamonn’s insights & structured approach have added significantly to the planning process and his creative ideas and quality of delivery have enhanced our business within our target markets. I’m very happy to recommend StepChange to other Financial Advisor businesses.

John O’ConnorMD, Omega Financial Management

We engaged Eamonn Twomey of StepChange to assist us in planning our commercial approach over the next few years. Eamonn helped us to clarify our thinking and identify our critical activities that we will now roll out to strengthen our relationships with our clients. We were delighted with Eamonn’s input into the process and look forward to working with him in rolling out our plans.

Rachel ReidDirector, OpesFidelio (Ireland) Ltd.

“We engaged Eamonn Twomey of StepChange to assist us in putting together a marketing plan for Wealth Alliance. Eamonn took the time to fully understand our business and he identified key areas and activities that will help strengthen our brand. He is a true professional always delivering on time and has been available to answer any queries we have, no matter how small they may be!
We look forward to continue working with him as we implement our marketing strategy over the coming years.”

Jane McAleeseJoint Managing Director, Wealth Alliance

“We asked Eamonn to help us with our Digital Marketing campaign. He put together a great training session that gave us a real understanding of what LinkedIn is all about. He also showed us ways of connecting in a much more professional manner. We are up and running now and quite confident that this campaign will yield great results.
I have worked with Eamonn on a number of projects over the years. He is extremely professional and without doubt ‘top of his game’
I would not hesitate to recommend him to other business people.”

Phil Farrelly CFPMason Wealth Management

“iQ Financial has been working with Eamonn for the past 4 months. He has helped us to put a clear, effective marketing plan in place and to also leverage the potential of LinkedIn for our business. Eamonn’s input has helped us enormously. Our business is better focused, has a more definitive plan of exactly where we are going and, most importantly, how we are going to get there.”

Coman BradyDirector, iQ Financial


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