Ollie Moran Financial Services Ltd. > About Us

About Us

Ollie Moran Financial Services Limited is a financial services brokerage based in Limerick since 2008. We offer a broad range of services in the following areas:

Financial Planning
Pensions
Mortgage Services
Savings & Investments
Protection
Corporate Services

Our staff are hugely experienced in all areas of Financial Planning, as well as having the necessary qualifications required to provide advice to both new and existing clients.

Our drive comes from helping our clients to deal with their financial challenges, thereby ensuring that we can consistently deliver tangible financial benefits. Good decision making in relation to personal finances enables people to make best use of their time, work less, spend more time with families and plan for a secure future. Our goal is to enable our clients to achieve the very best life possible as a result of our guidance and expertise.

The OMFS proposition is based on helping clients to achieve their financial objectives through a structured process that includes;

Clearly outlining the current financial position of our clients
Helping clients to identify their future goals.
Setting out the financial requirements to achieve those goals.
Developing a plan that will outline how a client can achieve their objectives and then working alongside the client to ensure their goals are reached.
Ensuring that people, assets and income are adequately protected in all future scenarios.
Advising clients on using their income and existing investment assets effectively to plan for retirement, future one off significant expenses, and to grow their wealth successfully.
Assisting families and individuals in gaining loan approval and mortgage completion for home purchases.
Helping clients to reduce their taxation liabilities through sound financial planning.
Helping business owners to come up with Benefits Packages to ensure the retention of staff.
Providing guidance and direction to staff members on the various benefits being offered to them by employers.

Above all else, we pride ourselves on our ability to deliver impartial financial advice where the needs of our clients are paramount.