O’Leary Life Ltd. was established in 1973. As an authorised advisor, we provide extremely broad based advice and have access to virtually every fund and institution operating in today’s market.
Our directors and staff constitute a group of highly qualified and talented individuals, with specific expertise across the broad spectrum of financial services. A number of our senior directors have advised clients in these areas for over 40 years, whilst others have held high profile positions in Stockbroking, Banking and Asset Management prior to joining the organisation.
We have a highly sophisticated Pensions, Investment and Protection Departments, with key personnel providing specialist advice across all the technical and legislative aspects of Pensions, whilst Investment expertise covers many asset classes such as:
● Child Savings
● Lump Sum Investments/Regular Savings
● Bespoke recommendations incorporating:
· Deposit Accounts
· Multi Asset
· Absolute Returns Funds
· Government/Corporate Bonds
· Property Funds
· Business Protection
· Income Protection
· Mortgage Protection
· Life Cover
The experience and depth of this multi award winning team ensures we are regarded as operating within the top tier of expertise across the industry.
Our significant scale and market share ensures we are in a position to access the most competitive rates and allocations in the market, whilst at all times focusing our service on the SME and Private Client Sectors.
Why you should choose O’Leary Life:
1. We are multi award winning: Voted Best Life & Pensions Brokers in Ireland for 2015, Best Investment Broker in Ireland for 2016 as well as Best Overall Broker in Ireland in 2016 and Best Broker in Munster in 2017.
2. We provide assistance to a multitude of established clients and generations of families.
3. We have access to virtually every fund and institution operating in today’s market.
4. We have been in business for over 45 years (established in 1973).
5. We have a highly experienced team and have retained the services of a number of external experts in their field to assist us in providing the best possible outcomes for our customers in the areas of:
● Global Economic Views
● Market Analysis
● Asset Allocation
Our most notable external expert is world renowned economist David McWilliams who pens our weekly update as well as presenting at a number of our client seminars.