At O’Leary Financial Planning we place great emphasis on understanding what’s important to you at every stage of your life. We do this by listening to you and providing clear, uncomplicated advice so that you can make an informed decision about your own personal and professional financial circumstances. We understand it’s about maintaining and protecting your lifestyle, your family, your business and we work with you to provide a solution that is tailored to your needs and lifestyle.  We truly believe that talking to a financial adviser can greatly improve your ability to reach your financial goals.

Maintaining your Lifestyle. Protecting your future.

Mary has been managing our Executive and Employee Pensions for a number of years. This allows us to concentrate on growing our business in the confidence that our financial needs are being professionally managed by O’Leary Financial Planning.

Declan Shaughnessy, Lynx Transport Galway

I met with Cleona for financial planning advice after a friend recommended her and I’m so happy I did. I’ve now set up a workable financial plan that meets my needs and is reviewed every year giving me complete control over my finances.

Ray Carroll

It’s great to have someone in your corner who listens to you and actually focuses on what you need to achieve financial peace of mind, not on selling you a product they think you need.

Jenny & Calin Tasnadi

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Our commitment to you:

  • We will always act in your best interests
  • We will help you understand your needs, plan ahead and become more financially secure
  • We will review any existing arrangements with you to ensure they continue to meet your needs
  • We will recommend the most suitable solutions tailored to your specific requirements
  • We will support you in your bid to achieve your financial objectives

Tax Treatments on Investments – What you should consider

February 27, 2019

Are you planning to give a gift of money or other assets to someone other than your spouse or civil partner in the future?

Transferring your UK Pension to Ireland

Company Owners avoid the 20% surcharge on your reserves

What does a Bear Market mean for Investors?