About O’Leary Financial Planning
O'Leary Life and Pensions (Galway) Ltd T/A O’Leary Financial Planning was established in 2000 and is part of the O'Leary Insurance Group. We provide a tailored financial planning service to individuals and businesses 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.
At O'Leary Financial Planning, we provide you with life long financial planning support, ensuring you remain on track as your circumstances and needs change. 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.
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 Advisor.
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.
Connect with Mary on Linkedin
M.Sc CFP® QFA FLIA
Cleona, a native of Kildare graduated from DIT and holds an MSc from UCD. She began her financial career in 1996 & became a director of O'Leary Financial Planning in 2005. She holds a Certified Financial Planner (CFP) qualification, the premier International financial advice qualification, is a Fellow of the Life Insurance Association (FLIA) & has been an LIA Ireland exam corrector for over 15 years.
Cleona advises corporate & individual clients on all aspects of financial planning but specialises in retirement planning, wealth management & business protection. She also advises clients on how to mitigate against Inheritance tax to ensures tax efficiency & protection for beneficiaries. Her focus is always on providing clients with a personalised & bespoke service tailored to their specific requirements.
Her focus is on helping people to live life the way they want. Saving for tomorrow is important but you only get one life & making sure you live it how you want is important too.
Connect with Cleona on Linkedin
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.
Phone Helen on 091 778677
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.
Phone Deirdre on 091 778677
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)