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

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

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

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

Pensions
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...
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Auto Enrolment Pensions In Ireland 2025
Pensions

Auto Enrolment Pensions In Ireland 2025

Pensions
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...
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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

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

March 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

I highly recommend Donnelly Financial Planning, Stephen gave me excellent advice regarding my pension.

Vivienne Melvin

March 2025

President of Sales

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