Featured in Irish Broker Magazine July 2026
Irish Brokers Magazine July 2026 (Page 50)
At Donnelly Financial Planning, we believe that great financial advice isn’t simply about pensions, investments, or financial products; it’s about building trust, understanding people’s goals, and helping them make confident decisions at every stage of life.
We’re delighted to share that our Director, Stephen Donnelly, features once again in the July 2026 edition of Irish Broker Magazine. In his latest article, “Two Years On: What Building My Own Brokerage Has Taught Me,“ Stephen reflects on the journey of establishing Donnelly Financial Planning and the lessons that continue to shape the way we work with our clients.
A Career Built on Trust
For more than 20 years, Stephen has dedicated his career to helping individuals, families and business owners make informed financial decisions with confidence.
Throughout that time, he has built lasting relationships with clients, professional partners and colleagues who value his integrity, technical expertise and commitment to putting clients’ interests first.
His feature in Irish Broker Magazine is more than recognition of a successful business. It reflects a career built on continuous learning, professional development and a commitment to the financial services profession.
Stephen has guided clients through changing markets and evolving legislation throughout his career. He also contributes to the wider profession as a Financial Broker Committee Member with Brokers Ireland. His ongoing involvement reflects a commitment to the industry that has been his life’s work and remains central to his career.
A Journey Built on Trust
Leaving the security of a long-established career to establish a multi-agency financial planning firm was one of the biggest professional decisions Stephen has made.
Like many business owners, he found the early days brought challenges, uncertainty, and valuable learning experiences. Yet they also reinforced something he has always believed: that people value honest, independent advice delivered by someone who genuinely understands their circumstances.
Over the past two years, Stephen at Donnelly Financial Planning has helped individuals, families and business owners make financial decisions, and we are grateful for the trust our clients continue to place in us.
Financial Planning Is About People, Not Products
- Financial markets change.
- Tax legislation evolves.
- New products are introduced.
- Technology continues to transform our profession.
Every recommendation we make begins with understanding what matters most to our clients. Whether someone is planning for retirement, protecting their family, investing for the future or reviewing existing pensions, every conversation starts by listening.
That’s the difference between simply arranging financial products and providing genuine financial planning.
“Technology can improve efficiency, but it can never replace trust, judgement and experience.”
Never Stop Learning
Stephen’s article highlights the importance of continuous learning.
Financial services is one of the most dynamic and highly regulated professions in Ireland. Legislation, taxation, regulation and financial markets are constantly evolving, making ongoing professional development essential.
With more than two decades of experience, Stephen remains committed to expanding his knowledge so every client benefits from advice that reflects the latest industry developments and best practices.
Supporting the Profession
Stephen is also proud to serve as a Financial Broker Committee Member with Brokers Ireland, supporting high standards across Ireland’s financial services industry alongside fellow professionals.
Being actively involved with Brokers Ireland helps him stay informed about emerging trends, contribute to industry discussions and learn from some of Ireland’s most experienced financial advisers.
This commitment extends beyond his own professional development; it benefits every client by ensuring the advice they receive is informed, relevant and built on the highest professional standards.
Relationships Matter
One of the most rewarding parts of building Donnelly Financial Planning has been the relationships we’ve developed with our clients. Many of the people we help come to us through recommendations from existing clients, professional connections and trusted partners. We never take that trust for granted.
Every review meeting, phone call and conversation is an opportunity to help someone feel more confident about their financial future.
For Stephen, financial planning has never been just about pensions, investments or protection. It’s about helping people make informed decisions and providing reassurance during life’s important moments. That commitment has guided his career for more than twenty years and continues to shape the future of Donnelly Financial Planning.
Thank You
We’re honoured Stephen’s reflections have once again been featured in Irish Broker Magazine.
Being recognised by one of Ireland’s leading financial services publications reflects Stephen’s ongoing commitment to professional excellence, continuous learning and trusted, client-focused financial advice.
Most importantly, we’re grateful to every client who has chosen Donnelly Financial Planning to help them navigate some of life’s biggest financial decisions.
As we look to the future, our commitment remains unchanged: to provide independent, professional financial advice that puts our clients first and helps them achieve greater financial confidence and peace of mind.
Read the Full Feature
If you’d like to read Stephen’s reflections in full, including his experience of establishing Donnelly Financial Planning, the importance of building lasting client relationships and his thoughts on the future of financial advice, read the complete interview in the July 2026 edition of Irish Broker Magazine.
Read Stephen Donnelly’s feature in Irish Broker Magazine, July Edition (Page 50):
Irish Brokers Magazine July 2026 (Page 50)
Reference
Irish Broker Magazine, July Edition 2026. https://irishbroker.ie/july-2026/
Disclaimer
The information in this article is for general information purposes only and does not constitute financial, investment, tax or legal advice.
All individuals’ financial circumstances are different. Seek personalised advice from a regulated financial adviser before making any financial decisions.
Donnelly Financial Planning Ltd is regulated and authorised by the Central Bank of Ireland.
