About O’Leary Financial Planning
O'Leary Life and Pensions (Galway) Ltd T/A O’Leary Financial Planning was established in 2000 and has become one of the most respected financial planning firms in Galway. Our aim is to provide a tailored service to individuals and businesses and help our clients to make smart decisions with their money through developing robust financial plans and offering well-researched advice. As part of the O'Leary Insurance Group the company provides businesses and individuals with advice on Financial Planning, Wealth Management, Wealth Extraction, Retirement Planning, Business Protection and Family Protection. We place great emphasis on understanding what’s important to our clients at every stage of their life and provide clear, uncomplicated advice and recommendations so that you can make informed decisions about your personal and professional financial circumstances. We understand it’s about maintaining and protecting your lifestyle, your family and your business, and we work with you to provide a solution that is tailored to you.
It’s important to us to develop good relationships with our clients, so from start to finish, we want to ensure that each of our clients, from an individual to an SME or a corporation, receives the very best care and attention. At O'Leary Financial Planning, we take pride in the fact that we have built up good relationships with our clients and they trust us to manage their financial affairs, knowing that protecting their interests is always our priority.
Whether you are looking for mortgage or income protection advice, safeguarding your family’s future, saving money for retirement, looking for new investment opportunities, or a second opinion, we have the expertise to help guide you.
We are dedicated to improving your financial well-being, now and into the future.
BA (Hons), QFA RPA
Mary has over 20 years’ experience in the financial services sector. In 2000, she founded O'Leary Insurances Life & Pensions (Galway) Ltd., now O’Leary Financial Planning. A native of Galway and graduate of GMIT and UCD, she holds a Degree in Business Administration and is a Qualified Financial Adviser and Retirement Planning Adviser.
Mary’s wealth of experience means that she is proficient in sourcing, advising and setting up the right financial support for a multitude of clients. She specialises in planning ahead to protect assets from inheritance tax; building wealth to provide a comfortable retirement; tax efficient investments for growth or income and protecting families from life changing events such as long term or serious illness, or untimely death and advises on how best to provide for your children’s education.
Her focus is always to provide outstanding customer service and to make the process as smooth as possible for her clients.
M.Sc CFP® QFA FLIA
Cleona, a native of Kildare graduated from DIT and holds an MSc from UCD. She began her financial career 1996 and became a director of O'Leary Financial Planning in 2005. She holds a Certified Financial Planner (CFP) qualification, the premier International financial advice qualification and is a Fellow of the Life Insurance Association (FLIA) and has been an LIA Ireland exam corrector for the past 15 years.
Cleona advises corporate and individual clients on all aspects of financial planning but specialises in retirement planning, wealth management and business protection. She also advises clients on how to mitigate against Inheritance tax to ensures tax efficiency and protection for beneficiaries.
Her focus is always on providing clients with a personalised and bespoke service tailored to their specific requirements.
BA APA FPC (UK)
Senior Executive Assistant
Helen is a native of Longford and a graduate of the University of Limerick. She spent 16 years in London where she worked in financial services for companies including Killik & Co., Seven Investment Management (7IM) and Holborn Financial.
Having gained her industry qualifications in the UK, she is now working towards her QFA qualifications. Her role is to ensure our business is compliant and provide ongoing client support and customer service.
A native of Galway, Deirdre spent 4 years in the Middle East before returning to Galway with her family to put down roots. She has a wealth of diverse business experience and works closely with our Financial Advisers and clients to provide ongoing support. She is the first point of contact for all customer queries.
Deirdre holds a BComm degree from NUIG, is fluent in Irish, French and German, and speaks some Arabic and Spanish. She is currently working towards her QFA qualifications.
Fellow of the Life Insurance Association
Certified Financial Planner
Qualified Financial Adviser
Retirement Planning Adviser
Accredited Product Adviser for Personal & Commerical Insurance
Life Insurance Association Educating & Developing Financial Professionals
Financial Planning Certificate (UK)