We’re Financial Planning specialists based in Limerick City since 2008. We offer a broad range of services to individuals and companies including Financial Planning, Pensions, Savings & Investments, Life Insurance, Corporate Services and more.
How can we help?
We met with Ollie last year to get a full over-view of our financial situation. Following a comprehensive report Ollie developed a savings and pensions plan that will meet our future needs and expectations.
Ollie is a family man, who, understands the challenges that lie ahead, planning for our children’s education to planning for the rainy day. The whole process was delivered in a professional and interesting manner. Thank you Ollie.
OMFS have been providing financial advice for my wife and I for the past 15 years. With both of us working and leading busy lives, financial planning hasn’t always been top of the priority list, that’s why we looked to OMFS to become our trusted Financial Adviser. Thankfully this has proven to have decision we have not regretted. We find Ollie and staff to be friendly, professional and very practical when it comes to financial advice. Regular updates and twice yearly reviews are very helpful in a changing financial environment.
James & Olive, Tipperary
In the midst of the financial meltdown and having become disillusioned with the banks, I turned to Ollie for support & advice in putting a recovery plan in place. His openness, honesty & integrity in all areas of our financial planning was a breath of fresh air and enabled us to get back on track. This has subsequently allowed us to put in place a Business Protection plan and also a very tax efficient pension plan which is performing well. We have always received excellent advice and direction on our financial planning needs. Ollie also pointed us in the direction of his professional contacts with specific taxation and legal expertise. This has complimented and added value to his own service offering. His re-location to Castletroy allows easy access to drop in at short notice to chat through urgent matters – overall a superb service that I would recommend to everyone.
George & Catherine, Lisnagry
We have been clients of Ollie’s since 2010. In that time we have been really impressed with the personalised professional service and advice given to us, and how he has tailored this advice specifically to suit our current situation and future needs. This was highlighted in recent years when we saw the need to plan for our children’s education and with Ollie’s advice and stewardship we set up a fund that matches our risk profile and offers us the flexibility to alter should our circumstances change.
We continue to be impressed by Ollie’s expertise and attention to detail and how he conducts his business in a professional and ethical manner. We would have no hesitation in recommending Ollie Moran Financial Services and we look forward to continuing our relationship with Ollie and his team over the years to come.
Majella & Vincent, Ogonnelloe
As a young family Ollie/OMFS did a fantastic job for us. From helping us get our mortgage, to setting up pension, life insurance and mortgage protection, he helped make a daunting task very straightforward. He gave us very impartial advice and listened to what we needed before tailoring solutions that were unique for us. We had complete trust in his knowledge and he has helped us get our finances in order for a long time to come. The friendly and professional service of Ollie and his team is exactly what we needed at an important time in our lives.
Fintan and Martina, Waterford
The service we have received from OMFS has been exemplary. The team have always been generous with their time and have given excellent advice to the company and to our employees, both individually and in group presentations. Ollie & Susan regularly demonstarte their impeccable understanding of the industry but have also shown an empathy in recognising the unique needs of both the employers and employees. Certainly in my own experience they have always provided flexibility and understanding in accomodating my own busy schedule and commitments. Working with them has always been both pleasurable and productive. Both as a manager and a client in my private capacity, I wholeheartedly recommend OMFS as a provider of Corporate Services.
Lee, HR Manager, TLI, Abbeydorney