We are delighted to announce that Stephen Donnelly, founder of Donnelly Financial Planning, has been featured in the prestigious Irish Broker Magazine!
With over two decades of experience as a financial advisor, Stephen’s journey is a testament to expertise, dedication, and commitment to putting clients first. From his early days as a bank assurance consultant to leading his own brokerage, Stephen’s passion has always been guiding clients toward secure, well-informed financial decisions.
A Client-First Philosophy
Stephen’s approach to financial services is centered on long-term relationships, trust, accessibility, and clear, tailored advice. He believes that true value lies in supporting clients through every stage of their financial journey, helping them achieve peace of mind while navigating an increasingly complex world
Key Industry Insights
In the interview, Stephen discusses the game-changing impact of auto-enrolment for employers and employees alike. With these new regulations, there are unprecedented opportunities for brokers to advise, educate, and support clients at important moments. Stephen’s perspective on embracing technology, especially tools like mobile devices and generative AI, shows how innovation can enhance service and efficiency without losing the personal touch.
An Inspiring Story
Stephen’s professional mantra is simple: Always put the client first. His ongoing admiration for leaders like Michael O’Leary and Alex Ferguson reinforces his belief in blending vision, grit, and adaptability for success.
Read the Full Feature
We invite you to read the full article and learn more about Stephen’s story, his philosophy, and his views on the evolving financial landscape.
👉 Stephen Donnelly interview with Irish Broker Magazine.
Whether you’re a long-standing client or new to Donnelly Financial Planning, we’re proud to share this recognition and remain committed to guiding you towards a brighter financial future.
Reference
Irish Broker Magazine September 2025
Disclaimer:
This article is for general guidance only and does not constitute financial advice.
Please consult a regulated financial advisor for tailored recommendations.
Donnelly Financial Planning Ltd is regulated by the Central Bank of Ireland.
