savings and investment
Protect What Matters Most
About Us
Your Financial Partner
Our Approach to
Investment Planning
Investing can be complicated, but Donnelly Financial Planning Ltd makes it simple and stress-free.
Our proven approach includes:
Personalised Strategies
No two clients are the same, and neither are our investment plans. We design a portfolio tailored to your unique goals and financial situation.
Diversification
We help minimise risk and maximise returns by diversifying your investments across industries, regions, and asset classes using different fund choices.
Active Monitoring
Your portfolio is examined on a regular basis to make sure it continues to meet your goals and adjusts to changes in the market.
Transparent Advice
We believe in open communication, providing you with clear insights and advice every step of the way.
Our Investment Solutions
We offer a range of investment services to suit every need, including
Equity Investments
Achieve growth through shares in leading companies.
Bonds
Secure steady income with low-risk investments.
Funds
Explore managed funds for diverse exposure to markets.
ESG Investments
Invest ethically with options that prioritise environmental, social, and governance factors.
Retirement Investments
Tailored solutions to build your wealth while planning for retirement.
Why Choose Donnelly Financial Planning
Ltd for Your Investments?
Expertise You Can Trust
Our core value is to ensure we put our clients' best interests at heart. Underpinning everything we do is our ‘people First’ philosophy.
Local Focus, Global Vision
As a Dublin-based broker, we offer local expertise with access to global markets.
Goal-Oriented Planning
Every recommendation we make is designed to help you achieve your financial goals.
Comprehensive Support
From initial consultation to ongoing reviews, we’re with you every step of the way.
Frequently Asked Questions
How do I start investing with Donnelly Financial Planning Ltd ?
Simply schedule a consultation with Stephen. He will discuss your goals, assess your risk tolerance, and design a personalised investment strategy for you.
What is the minimum amount I need to invest?
Are my investments safe?
Every investment has some degree of risk. However, Stephen employs strategies like diversification and risk assessment to help protect and grow your portfolio.