Donnelly

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Who We Are

Donnelly Financial Planning, we provide professional financial planning and advice.

A family run financial services brokerage, founded by
Stephen Donnelly Q.F.A, R.P.A. We have access to all the major insurance companies on the Irish Market, along with some bespoke  investment opportunities.

With over 20 years experience in the financial services industry, Stephen is passionate about ensuring that his clients get the right advice to ensure that they have the right policy(s) to meet their individual financial requirements. We will also ensure that all policy(s) are reviewed on a regular basis so that they are fit for purpose.

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Our Services

Secure Your Future with Confidence

We know how important retirement planning is. We offer customised pension plans to meet your needs and ambitions as an authorised financial broker.

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Protect What Matters Most

Donnelly Financial Planning Ltd helps you invest wisely to increase and protect your wealth. Based in Dublin, we specialise in creating tailored investment strategies that align with your financial goals, risk tolerance, and future aspirations. We’ll help you plan for retirement, a major life event, or financial success.
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Grow Your Wealth with Expert Guidance

Life is unpredictable, but with the correct life insurance coverage, you can protect your loved ones financially. Donnelly Financial Planning offers customised life insurance to protect your family and give you peace of mind.
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OUR PARTNERS

Insights & Updates

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Pension
Pensions

What Happens to My Pension When I Leave a Job? | PRSA, Employer Pensions & AVC Options Explained.

Pensions
When you leave a job in Ireland, you might wonder what happens to the pension you’ve built up. What happens to your pension savings mainly depends on the type of pension plan you have—such as a...
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Financial Planning Essentials in Ireland
Investments,Life Insurance,Pensions

Financial Planning Essentials in Ireland

Investments,Life Insurance,Pensions
Simple Steps to Manage Money, Grow Wealth, and Secure Your Future Financial planning is essential for turning your life goals into actionable steps. It acts as a roadmap, helping you prioritise your...
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Auto-enrolment versus Master Trust
Pensions

Future-Proofing Your Company Pension Plan in Ireland: A Guide for Employers

Pensions
As Ireland prepares to roll out its national auto enrolment scheme, ‘My Future Fund,’ it’s more important than ever for employers to review and enhance their company pension plans. A strong pension...
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What Our Clients Say

We have been clients of Stephen Donnelly for many years, he has looked after our company pensions. We placed our trust in Stephen, and he provides us with the most up to date information on the market to help guide us on our pensions journey. His knowledge & expertise of industry is outstanding & exceptional. Stephen always placed our best interest first, personally, and professionally and for that reason, I highly recommend Stephen Donnelly and Donnelly Financial Planning Ltd for all your financial needs.

Barry Naughton | MD | Nuvent Air Systems

January 2025

For a number of years, we have been advised by Stephen on both a business and personal basis, in the areas of Insurance and Pensions. We have found his delivery of service, knowledge & expertise consistently of the highest quality. We believe that as a result of his work with us we have saved money and made money. We would highly recommend Stephen to any potential customers.

Wincom Engineering Ltd

January 2025

I was just a number when I had my investment portfolio with one of the larger institutions, which was until I started dealing with Stephen Donnelly. The advice I received from Stephen no longer made me feel like I was just earning somebody else a commission. I felt special, regardless of what I had accumulated. Moving my business to Stephen was the best decision I ever made.

Brian O’Connor

January 2025

President of Sales

I highly recommend Stephen at Donnelly Financial Planning! From the moment I met him, he put me at ease with his professionalism and deep knowledge of financial planning. He takes a thorough and thoughtful approach, ensuring every aspect of your financial situation is carefully considered. His genuine care for his clients is evident, and he goes the extra mile to provide clear, practical advice. If you’re looking for a financial planner who truly has your best interests at heart, Stephen is the person to trust! Deborah is also an amazing asset to the company.

Andrea Dalton

February 2025

President of Sales

Great personal service Stephen was a pleasure to deal with gave us all the information we needed and explained in a way that’s easy to understanding.
I highly recommend them.

GARY MELVIN | MD | FIRST CHOICE BLINDS

MARCH 2025

Director

Stephen helped me restructure my pension to prepare me for later life. His knowledge and advice were amazing, and he even recovered a sum of money I thought was gone. I cannot recommend this man enough, who is not only a friend but also a lifesaver. 

MATT O REILLY | COMM. SALES MANAGER | EVERPOWER LTD

MAY 2025

Director

I recently had a wonderful experience with Donnelly Financial Planning. The team provided me with excellent personal service from start to finish, taking the time to really understand my financial goals and worries. They gave me great comfort and peace of mind that my family’s future is well protected.

Donnelly Financial Planning’s expertise in retirement planning and pensions really stood out, alongside their guidance on savings and investments. They also made sure we have the proper protection and life insurance in place for whatever might come down the road. I feel much more secure and prepared for the future thanks to their help.

I can’t recommend them enough — a team that truly looks after their clients.

FFYONA CUNNINGHAM

JUNE 2025

Director

We recently met with Stephen. He took the time to guide us through our options to plan for our future and our family’s future. He is very personable, patient, and knowledgeable. He made us feel at ease with our decisions and made the whole experience less daunting. I would highly recommend Stephen to anyone who is unsure how to plan for the future or needs professional information to proceed.

Nessa Duffy

July 2025

President of Sales

I started using Donnelly Financial Planning about a year ago as I had several pensions spread across different financial institutions.

Stephen moved all my pensions into one, and he made the whole process smooth, ensuring I felt comfortable throughout. I’m delighted with this as I only receive one yearly statement now and Stephen provides me with regular updates on the funds and explains any risks involved.

Stephens’ knowledge and expertise with pensions have been invaluable in assisting me with all my retirement goals. I highly recommend Stephen for all pension matters, and he always responds to phone calls quickly.

Edel Hannigan

July 2025

President of Sales

I have been working with Stephen at Donnelly Financial Planning for over a year, and I highly recommend him for financial advice. Stephen is professional, approachable, and incredibly knowledgeable, especially when it comes to pension advice and management. If you’re looking for clear, trustworthy guidance with your finances, Stephen is the person to call.

Brian

August 2025

President of Sales

Stephen gave me fantastic advice in relation to a PRSA. The process was seamless, and nothing was too much trouble. As a result, I feel very safe in the knowledge that my finances are fully secured with the best possible return. I would highly recommend Donnelly Financial Planning.

Philip Hannigan

August 2025

President of Sales

Opening my pension with Donnelly Financial has been a smooth and reassuring experience. Stephen took the time to explain everything clearly, answered all my questions, and guided me through the process with professionalism and care. I feel confident knowing my future is in safe hands, and I’m grateful for the support and expertise they provided. I would highly recommend Donnelly Financial Planning to anyone looking for a reliable partner in planning their retirement.

SAM O Rourke

SEPTEMBER 2025

President of Sales

I have had the pleasure of working with Stephen Donnelly of Donnelly Financial Planning to advise me on my various pension options for existing pensions and also to consider what might work best for me and my family in the future. Stephen took a wide view of our Financial position now and what we hope to do going forward and advised us accordingly. I felt at all times that he sought out the best options for us and he has a wealth of experience behind him to do just that. His professionalism and amiability in all our dealings with him means that I could not recommend him and Donnelly Financial Planning more highly.

RITA RENEHAN

September 2025

President of Sales

I highly recommend Stephen at DFP.ie His professionalism and deep expertise in financial planning was immediately apparent from our first meeting. Stephen takes the time to truly understand your situation, approaching every detail with thoroughness and care and his genuine commitment to the client shines true. It’s been a pleasure dealing with him.

FDP Expert Bookkeeping & Payroll Solutions Ltd

September 2025

President of Sales

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