Donnelly

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.

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.

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.

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.

OUR PARTNERS

Insights & Updates

Case Study: Do you have an old pension you have left behind?

How many people in Ireland are missing out on pensions they don’t even know they still have? More than you might think. A couple of weeks ago, a client was referred to me. She mentioned she had a...

Case Study: How One Client Found Stability During Rising ECB Tracker Rates with the Support of a Trusted Financial Advisor.

Navigating financial uncertainty can be overwhelming – especially when external factors like rising ECB tracker rates come into play. In this case study, we explore how one client, facing...

Auto Enrolment Pensions In Ireland 2025

The introduction of Auto Enrolment (AE) pensions in Ireland in 2025 marks a major shift in workplace pensions, requiring employers to enrol eligible employees into a government-backed...

What Our Clients Say

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Personalised Financial Success