O nas – O'Leary Financial

Poznaj nasz zespół

O’Leary Financial Management Ltd. offers expert guidance on managing finances, including mortgages, pensions,
investments and protection on a limited analysis basis. We assist clients in creating financial plans tailored to their
goals, whether it’s saving for retirement, buying a home, or protecting their family and assets. All our advisors are
regulated by the Central Bank of Ireland, ensuring they meet professional standards and provide reliable advice.

Why would you need a Financial Advisor?

Expertise and Knowledge: Financial advisors have specialized knowledge and experience in managing finances, which can help you make informed decisions.
Personalized Advice: They provide tailored advice based on your unique financial situation, goals, and risk tolerance.
Time-Saving: Managing finances can be complex and time-consuming. A financial advisor can handle these tasks, freeing up your time for other priorities.
Peace of Mind: Knowing that a professional is managing your finances can reduce stress and give you confidence in your financial future.
Long-Term Planning: They help you plan for the future, whether it’s saving for retirement, buying a home, or funding education, ensuring you stay on track to meet your long-term goals.

Barry O’Leary

Managing Director

Barry has been dedicated to the financial services and general insurance sectors since 1979, establishing his operations in Gorey in 1990. Through relentless hard work and commitment, Barry has become one of the most influential figures in the financial sector in County Wexford. His extensive experience and dedication have earned him a stellar reputation, making him a trusted name in the industry.

087 243 3443
barry@olearyfinancial.ie

Sean Doherty

Director, Financial Adviser QFA, APA

Sean is a valued member of the company, with extensive experience as a mortgage and financial consultant in both UK and Ireland since 1994. Sean settled in Ireland in 1997. His parents are from Donegal and Galway. Sean’s expertise in the Irish mortgage market is unparalleled, and his guidance in financial protection, pension, and
retirement planning is clear, straightforward, and invaluable to his clients.

086 813 8837
sean@olearyfinancial.ie

Katarzyna Neumann-Kochanska

Financial Adviser QFA, APA

Kasia, originally from Poland, joined our team in June 2011. She is a Qualified Financial Adviser and an Approved Product Adviser for Personal General Insurance. Kasia offers vital financial advice in both Polish and English. Her years of experience in the Claims Department are an asset to our team, especially when advising clients on protection insurance. Kasia expertise in mortgages, pensions and investments.

087 691 7851
kasia@olearyfinancial.ie

Nicholas Redmond

Financial Adviser LLB, QFA, APA

Nicholas has been a valued team member since joining in September 2015. He is a Qualified Financial Adviser, an Approved Product Adviser for Personal and Commercial General Insurance, and a practicing Solicitor. His diverse qualifications and extensive experience are invaluable when advising clients on pension provisions, investments, mortgages, succession protection, and succession planning.

086 270 4743
nick@olearyfinancial.ie

Ann Kenny

Administration Manager

Ann has been working with Barry since 1993, bringing a wealth of experience and dedication to the company. As the office administrator, she oversees all administrative functions, ensuring smooth and efficient operations. Her responsibilities include managing IT systems, handling accounts, and coordinating various office activities.

Poznaj nasz zespół

Why would you need a Financial Advisor?

Services:

Contact Us