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, Mortgage Services, Corporate Services and more.
In light of the Dept. of Health’s recent announcements and measures on Covid-19, we are putting precautions in place to reduce the risk to our staff and clients. We feel in the current circumstances it is important that we take urgent action.
Effective immediately, we are suspending all face to face meetings between our staff and clients until further notice. We will continue to provide advice and service to our clients, however in light of the changes to our processes our staff may be required to work remotely and the office may be unattended.
Therefore, please arrange to contact us by emailing email@example.com with a brief summary of your query. We will endeavour to reply to you within a 3 day timeframe, given the current high volume of queries that we are getting.
Thank you for your understanding.
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
We used Ollie Moran Financial Services for our first house purchase 10 years ago and didn’t hesitate to contact them again for our second house purchase.
Ollie and his team looked after everything for us, arranging the mortgage and dealing with all the correspondence with the bank, arranging mortgage protection and the house insurance.
We found them to be so efficient and patient in dealing with all our queries no matter how big or small . They made the whole process so much easier for us and were a pleasure to deal with always. We would have no hesitation in recommending them to anyone considering a house purchase.
Simon & Imelda, Monaleen
A few years ago getting a mortgage was extremely difficult. With an expanding family we wanted to trade up but were stuck in situation of having to carry existing debt while meeting stringent rules in our search for a mortgage. Ollie made the whole process easy from start to finish. From the first meeting our minds were put at ease and what we were looking for was actually achievable. Whether it was mortgage options, mortgage rates, drawing down the funds to purchase our new home or even the smallest of issues nothing was a problem for Ollie and he always had time for us. Being in our home almost 3 years now it’s safe to say we wouldn’t have secured it only for Ollie and all the Team at Ollie Moran Financial Services
Jamie & Kathleen, Birdhill
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