Financial Planner | Financial Planning | Mortgages | Insurances | Pensions | Investments
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Financial Planner

Financial Expertise You Can Trust.

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About Us

Committed to Securing Your Financial Future

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Financial Planner Ltd was founded over 25 years ago by Brendan and Trish Kelly, driven by a simple goal—to make financial advice clear, honest, and personal. They saw how overwhelming mortgages, retirement planning, and investments could be, and wanted to change that.
At Financial Planner Ltd, our mission is to provide clear, expert financial advice that helps individuals and families in Ireland make smart decisions around mortgages, pensions, investments, and overall financial planning. We aim to simplify complex choices and support every client in building long-term financial stability.
We strive to be Ireland’s most trusted partner in financial planning—delivering tailored guidance across key life stages, from buying a home to preparing for retirement. Our vision is a future where every client feels confident, informed, and in control of their financial journey.
Our goal is to help clients secure the right mortgage, grow their investments, and build a strong retirement plan. We focus on delivering personalised, practical solutions that align with our clients’ goals—whether that’s owning a home, growing wealth, or achieving financial independence.
We are committed to delivering the highest standard of financial advice with integrity, professionalism, and care. Every recommendation we make—whether on a mortgage, pension, or investment—is tailored to our clients’ unique needs and built on trust, transparency, and long-term support.
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Finance Strategy

Building Resilient Financial Strategies for the Future

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Feel more in control with a financial plan.

How we can help

Comprehensive Financial Planning and Services

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Mortgage Advice

We help first-time buyers, movers, and switchers find the right mortgage. Our experts compare lenders, secure competitive rates, and guide you from start to finish.

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Pension Planning

Build a strong retirement with expert pension advice. We help you start, review, or consolidate pensions to ensure you're on track for the future you want.

02

Investment Advice

From lump sums to regular savings, we design investment strategies aligned with your goals and risk profile to help grow your wealth.

03

Financial Planning

A personalised financial roadmap covering budgeting, savings, retirement, and more. We help you make clear, confident decisions at every life stage.

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Protection Planning

Protect your income, family, and future with life cover, critical illness, and income protection tailored to your needs.

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General Insurance

We offer independent advice on home, car, and landlord insurance. Our team helps you find the right cover at the right price for peace of mind.

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Business Advice

Welcome to our Business Advice Centre

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We provide business financial advisory services tailored to your unique needs and designed to help protect your business while ensuring its long-term success.
Our team of experts delivers strategic guidance to help individuals and businesses thrive in today’s competitive environment. We assist with a wide range of business challenges, and once we identify key areas of concern, we provide actionable recommendations to help support your growth. Additionally, thanks to our long-standing professional relationships, we can connect you with trusted specialists in tax and legal advice.

We take a long-term, relationship-based approach. Our advice is always independent, transparent, and in your best interest.

Our Team Experts

Meet the Experts Behind Your Financial Growth

At Financial Planner, our team brings decades of combined experience in mortgages, pensions, investments, and financial planning. We’re qualified and client-focused—offering practical advice tailored to your goals. With deep industry knowledge and a personal approach, we’re here to help you make smart financial decisions with confidence.
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Brendan Kelly

CEO & Financial Advisor

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Trish Kelly

Managing Director & Mortgage Specialist

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James Kelly

Office Administrator

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Eileen Egan

Operations Manager

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4.7
Client Success
Real advice. Real results. Financial peace of mind.
testimonials

Achieving Financial Goals Together

We were overwhelmed by the mortgage process until we spoke to Trish at Financial Planner Ltd. she explained everything clearly, helped us secure a great rate, and took care of all the paperwork, referred us to a solicitor and arranged mortgage protection for us. We’re now happily settled in our new home and couldn’t be more grateful.
Sarah and MarkDublin
I had multiple pensions from different jobs and no idea what they were worth. Brendan reviewed everything, simplified the options, and built a clear retirement plan. I finally feel in control of my pension future.
JohnGalway
As a self-employed professional, I wanted to start investing but didn’t know where to begin. Brendan at Financial Planner Ltd created a strategy that matched my goals and comfort level. A year on, I’ve seen steady growth and feel much more financially secure.
EmmaCork
When our daughter was born, we knew we needed life cover and income protection. The advice we received was honest, clear, and tailored to us. We now have peace of mind knowing our family is protected.
Laura & DavidLimerick
Our Blog

Finance Insights, Updates and Trends

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Client Success Stories

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Logo for FinancialPlanner.ie featuring the initials "FP" in a circle, with the tagline "Smart Planning. Bright Future." in green text.
Financial Planner serves individuals, families, and businesses across Ireland, such as County Kildare, County Meath, and County Dublin.
Our Services
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Financial Planning
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Mortgage Planning
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Insurance
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Life Insurance
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Income Insurance
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Business Insurance
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General Insurance
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Retirement Planning
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Savings & Investments
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