Founded by Niall O'Connor, our dynamic and ambitious team are unlike most financial service providers you’ll find in Ireland, here are just a few reasons why:

We’re free from any restrictions that could affect our ability to recommend what is best for you, your family, your business and your current situation.

We’re easy going, personable and look to build lasting relationships

We can help with inter generational planning.

Our passionate and highly knowledgeable team come from multi-national financial institutions with years of experience; there isn’t a financial situation we haven’t seen and successfully solved.

Financial Planning Matters are directly authorised by the Central Bank of Ireland meaning we operate with full autonomy, providing unbiased and unrestricted advice based on a comprehensive fact find process, then we perform an objective analysis of the market to find the right financial solutions for you based on your attitude to risk and maximising your tax allowances.

Our holistic financial planning service is so much more than just selecting the right investments, we’ll look at every aspect of your current and future financial situation and set out a clear financial strategy to get you there, to give you the confidence that your financial goals are within reach.

We don’t talk in terms of products; we focus on your specific requirements and develop a tailored personal strategy.

Cash flow planning is included as part of our service to you at no extra cost because we believe having a complete view of our current and financial future is essential to your success.

We’ll illustrate how realistic and achievable your financial goals are on your current path and while you instil trust in us, we will deliver on the expertise.