About
A family run financial services brokerage, founded by Stephen Donnelly Q.F.A, R.P.A. We have access to all the major insurance company’s 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.
Deborah | Executive Assistant, Donnelly Financial Planning
With over a decade of experience in sales, administration, accounts, and customer service, Deborah is a key part of the Donnelly Financial Planning Ltd team, ensuring smooth operations and exceptional client support. Her expertise in customer relations and business administration enhances efficiency across the firm, allowing clients to receive the highest level of service. Deborah plays a vital role in delivering a professional, personalised experience. Her attention to detail, dedication, and client-first approach reflect Donnelly Financial Planning’s commitment to excellence.
What We Do
Client-Centric Approach
Everything we do is based on your goals and needs.
Expertise You Can Trust
With 20+ years of experience in the financial industry, we can provide you with professional and reliable advice
Tailored Solutions
No two clients are the same, and neither are our financial plans. We create bespoke financial plans designed to meet your specific requirements
Transparent Communication
We pride ourselves on offering clear, jargon-free advice, empowering you to make informed financial decisions.
Our Services
Pensions
Plan for a secure retirement with expert advice and personalised pension solutions.
Investments
Grow your wealth strategically with tailored investment strategies.
Life Insurance
Safeguard your family’s future with customised life insurance plans.
Financial Reviews
Regularly review your policy’s to ensure they are up to date and meet your specific needs.
Our Vision
You Live Long
You Die Too Soon
You Get Sick Inbetween
We can tailor a solution for all three
Our Vision
You Live Long
You Die Too Soon
You Get Sick In Between
We have a solution for all three
Our core value is to ensure we put our clients' best interests at heart.
Building positive, long-lasting relationships is at the core of what we do.
Our Promise to You
When you work with Donnelly Financial Planning Ltd, you gain a partner who is actively invested in you and your family. Personalised solutions, outstanding service, and the assurance that your money is in capable hands are what we are dedicated to providing.
What Our Clients Say
Let’s Build Your
Financial Future Together
Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.