Expert Financial Advice, Tailored to Every Stage of Your Journey

Our Story

Built on Trust & Family Values

Financial Planner was founded over 25 years ago by Brendan and Trish Kelly, driven by a simple yet powerful goal—to make financial advice clear, honest, and personal. Brendan and Trish saw firsthand how overwhelming financial decisions—such as mortgages, retirement planning, and investments—could be.

They recognised the need for accessible, expert financial advice that could help people navigate these crucial areas with confidence. Their mission was clear: to offer transparent, tailored solutions that would empower clients to make informed financial decisions.

Today, Financial Planner serves individuals, families, and businesses across Ireland, such as County Kildare, County Meath, and County Dublin. Our team continues to offer tailored, expert financial advice to help clients make informed decisions with confidence—at every stage of their financial journey.

Let’s start your journey together. Get in touch to access financial advice from a trusted team that understands your needs.

Our Team Experts

Meet the Core Team

Our team is at the heart of everything we do. Each member brings years of experience and a commitment to providing the highest standard of expert financial advice. Here’s an introduction to the core team who make Financial Planner what it is:

Brendan Kelly

CEO & Financial Advisor

Trish Kelly

Managing Director & Mortgage Specialist

James Kelly

Office Administrator

Eileen Egan

Operations Manager

Business Advice

What Sets Us Apart

Personalised, expert financial advice tailored to individual needs.
Strong presence across Ireland, particularly in County Kildare, County Meath, and County Dublin.
Transparent, jargon-free communication.
Long-term client relationships built on trust
Proven track record of supporting families and businesses for 25+ years

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

How we can help

Our Comprehensive Range of Services

At Financial Planner, we offer a variety of services designed to meet the needs of clients at all stages of their financial journey. Whether you’re just starting to plan for the future or are ready to make more complex financial decisions, we are here to guide you with expert financial advice. Here’s a look at some of the services we offer:

Retirement Planning

Why Retirement Planning Matters

Understand your pension and retirement options.
Maximise income during retirement.
Plan for healthcare and lifestyle needs.
Minimise tax liabilities in retirement.
Secure a stable financial future.

At Financial Planner, we work with clients to create tax-efficient retirement strategies that match lifestyle goals. Whether you’re starting a pension or consolidating existing funds, our expert financial advice ensures you’re on track for a comfortable future.

Financial Planning

Why Financial Planning Matters

Our advisors support clients across Ireland with tailored financial plans that adapt to changing needs. We help you plan strategically for major life events with confidence and clarity.

Investment Advice

Build Wealth with Confidence

We support clients throughout Ireland, including County Meath, County Kildare and County Dublin, with personalised investment solutions. From risk assessment to ongoing performance monitoring, we help you invest wisely and grow your capital securely.

Life & Income Protection

Protect What Matters Most

Tailored life insurance and income protection plans.
Safeguard your family’s financial stability.
Ensure continuity of income in case of illness or injury.
Peace of mind when life takes an unexpected turn.
Secure a stable financial future.

We work with individuals and families across Ireland to select policies that suit their unique needs. Our advisors explain your options clearly and help you choose the right level of cover for peace of mind.

Mortgage Planning

Get the Right Mortgage – Without the Hassle

Financial Planner simplifies the process for clients by securing competitive mortgage deals and managing all documentation. With our end-to-end support, you’ll save time, reduce stress, and get the best value available.

Business & Financial Planning

Support for Your Business Success

We support Irish business owners with tailored financial strategies that promote sustainability and long-term success. From loan applications to exit strategies, our expert advice ensures your business is future-ready.

testimonials

Achieving Financial Goals Together

Financial Planner took the stress out of buying our first home in County Meath. They handled everything and explained each step in plain English. Couldn’t recommend them more.

Thanks to Financial Planner’s retirement advice, we feel confident about our future. They helped us consolidate pensions and plan ahead with clarity.

Client Success

Real advice. Real results. Financial peace of mind.

Frequently Asked Questions

Do you offer financial advice specific to my county or location?

Yes, we serve clients across Ireland with a strong focus on County Kildare, County Meath, and County Dublin. Our team understands the local property markets, financial regulations, and investment opportunities specific to these areas.

What is a Qualified Financial Advisor (QFA)?

A QFA is a recognised designation in Ireland, indicating that an advisor meets the Central Bank of Ireland’s standards for offering expert financial advice on savings, pensions, insurance, mortgages, and more. Our team includes several QFAs with years of experience.

Can you help with both personal and business financial planning?

Absolutely. We provide financial advice for individuals and businesses, from cash flow management to succession planning. We have worked with sole traders and SMEs across Ireland.

What’s involved in your mortgage process?

We begin with an initial consultation to understand your financial goals and assess affordability. From there, we compare mortgage rates, prepare documents, manage submissions, and guide you through approval—step by step.

Is there a fee for your services?

Our fees depend on the service provided. In many cases, we receive commission from financial providers, which means clients may not face additional charges. We always clarify any costs upfront.

Let’s Start Your Journey Together

At Financial Planner , we believe that expert financial advice is about more than just numbers—it’s about understanding your unique goals and offering tailored solutions that work for you. Whether you’re planning for retirement, purchasing a home, or looking to invest, we are here to help you make the best decisions for your future.

Get in touch today to discover how our expert financial advice can help you achieve your financial goals. We’re here to guide you at every stage of your financial journey.