About

Financial Planning Matters

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.

Who we are

We Provide Expert Advice To Global Professionals & Executives

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.

Meet Our Team

Financial Planning You Can Trust

Niall O'Connor

FOUNDER

Niall started his career working for one of the largest financial advisory firms in Ireland. He gained experience advising private clients and corporates on a number of complex financial matters and soon established himself as one of the groups leading young financial advisers.

During this time, Niall became one of the few advisers in Ireland to attain the CERTIFIED FINANCIAL PLANNER™ professional qualification, the hallmark of excellence in the financial planning profession.

After several years working for a large organisation, Niall decided to go on secondment to the largest bank in Ireland to broaden his knowledge and experience. He continued to help a diverse range of clients across all aspects of their financial planning and developed particular expertise in pension advice and investment planning.

As time went by, Niall felt there was a better way to deliver financial advice. One that helped people make sense of their finances without the confusing jargon or eye-watering charges. One that was approachable, reliable and accessible – not just reserved for the super-wealthy. Niall decided to launch Financial Planning Matters – a company dedicated to going ‘above and beyond’ for every client.

On a day-to-day basis, Niall advises busy professionals and their families on how to make the most of their money. His area of expertise includes retirement planning, tax mitigation, pension options and investing for the future. Outside of the office, Niall is a UEFA licenced coach and can often be found on the soccer pitch, coaching the next generation or on the golf course, losing golf balls. Alternatively, Niall enjoys spending time with family and good friends.