I am a Qualified Financial Adviser. I welcome the challenge to offer advice across a broad range of products. Donnelly Financial Planning Ltd holds agency's with Aviva, Greenman Investments, Irish Life, Newcourt Retirement Fund Managers, New Ireland, Royal London, Standard Life and Zurich. I believe that clients are looking for honesty, integrity and transparency and these are values that I hold dear and deliver on.

Acorn Life are part of the Acorn Life Financial Group based in Galway and is a 100% privately owned Irish Life Insurance Company. Through our sister company Acorn Brokerage we also provide General Insurance and Mortgages services to the Irish market. Acorn Life is the first Life Assurance Company in Ireland to have achieved the Guaranteed Irish logo. Acorn Life has won the Deloitte Best Managed award in 2017, 2018 and 2019 . We are very proud to be the only financial services company to achieve… Show more Acorn Life are part of the Acorn Life Financial Group based in Galway and is a 100% privately owned Irish Life Insurance Company. Through our sister company Acorn Brokerage we also provide General Insurance and Mortgages services to the Irish market. Acorn Life is the first Life Assurance Company in Ireland to have achieved the Guaranteed Irish logo. Acorn Life has won the Deloitte Best Managed award in 2017, 2018 and 2019 . We are very proud to be the only financial services company to achieve this.As part of my role as Business Development Manager I also identify and enable suitable candidates , who have the right attitude and motivation to establish themselves as successful professional Financial Advisors in today's Irish Financial Services market.I manage the initial internship, on going training and development of these associates so that they become both successful business owners/managers within their own right and also be part of a highly successful organisation within the overall Acorn Financial Group. Show less

I specialise in reviewing personal and company pension schemes. I help clients to review their pensions with the intention of explaining the charging structure and investment strategy clearly. I also help clients ensure that they have adequate protection in place in the unfortunate event of death or serious illness.In addition I help to initially identify, or be introduced to, suitably motivated people with the right attitude who are interested in a career in financial services as… Show more I specialise in reviewing personal and company pension schemes. I help clients to review their pensions with the intention of explaining the charging structure and investment strategy clearly. I also help clients ensure that they have adequate protection in place in the unfortunate event of death or serious illness.In addition I help to initially identify, or be introduced to, suitably motivated people with the right attitude who are interested in a career in financial services as professional financial advisors.I am a Qualified Financial Adviser QFA and a Retirement Planning Adviser RPA.I am an employee of Acorn Life DAC. Acorn Life DAC is an independent Irish owned company with its Head Office based in Galway. Acorn Life DAC is a 100% Irish owned life assurance company offering protection, savings and investment products designed for the Irish public. Acorn Life DAC is regulated by the Central Bank of Ireland. Show less

Brought to company to integrate client base that was purchased from another brokerage. Having done so successfully I now concentrate on reviewing and auditing individual and company pension schemes. I am currently working part-time.

Worked in Bancassurance for Irish Life & Permanent. My skills and abilities were used to bring 3 branches bancassurance departments on target from a below target position.