Family Protection
For Your Peace Of Mind

Protecting your income and your ability to earn into the future

Planning For Your
'Future Fun' Fund

Pensions – It sounds boring so First Ireland prefer to call this your ‘Future Fun’ Fund

Ensure Your
Business Prospers

We help our clients set their objectives, achieve their goals and make good financial decisions

Family
Protection

Protect your family, income and your loans. Whilst planning for your future is very important, protecting ‘the now’ is critical to your family.

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Retirement
Planning

Planning for retirement is not as difficult as it sounds – having a plan in place can help you achieve the future lifestyle you want.

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Investment
Advice

Are your funds invested in a way that reflects your needs and your risk tolerance? If not, find out how we can help..

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Business
Protection

No matter what business sector you are in, your company’s ongoing success and development will often depend on a number of key individuals.

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Make the Right Financial decisions

We help our clients set their objectives, achieve their goals and make good financial decisions now and in the future. What is the future that you desire?

What is Financial Planning ?

Financial planning is the process of meeting your life goals through the proper management of your finances.
Achieve the future you aspire to - Engage First Ireland to work with you on your own financial plan.
Together we will establish where you are now and what you need to do financially in order to reach your goals.

Start Financial Planning

The Benefits Of Financial Planning

  • Learn how to make the best financial decisions you can

  • Ensure the financial decisions you make are part of ‘your whole plan’ rather than made in isolation

  • Achieve financial independence within your desired time frame

Financial Planning For Business Owners

  • First Ireland specialise in financial planning for Business Owners

  • Unique financial solutions designed with you the Business Owner in mind

  • Focus on your personal financial future as much as you do on your business

We will be more than happy to answer any questions or assist you in your financial planning.
Please contact our Financial Planning Team

Our Team

financial planning team

Linda Gallagher
Joint Managing Director

Linda is Joint Managing Director of First Ireland with over 30 years experience in Risk Management, Pensions and Investments. She is an Associate of the Chartered Insurance Institute (ACII) a Qualified Financial Advisor (QFA) and has completed the Graduate Diploma in Financial Planning from University College Dublin in 2012. In addition Linda is a CERTIFIED FINANCIAL PLANNER™ professional.

financial planning team

Jonathan Roche-Kelly
Associate Director

Jonathan brings a diverse range of expertise to his role as Head of Financial Services drawn from his Pension, Protection, Financial Planning and Tax experience over the last 15 years. He successfully completed the Graduate Diploma in Financial Planning from University College Dublin in 2011 and Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional.

financial planning team

Suzie Aungier
Team Leader

Suzie is Team Leader and holds both the QFA and RPA qualifications and has worked in the Financial Services industry for over 20 years.

Her experience has been acquired in varied roles in Banking and Insurance.

financial planning team

Brian Dwyer
Life & Pensions Client Executive

Brian is a Life & Pensions Client Executive.

He holds the QFA qualification and has worked in the Financial Services industry for 3 years.

He began his career in the banking sector before joining First Ireland.

financial planning team

Mark Keogh
Financial Consultant

Mark is a Financial Consultant with First Ireland.

He has over 28 years broad based experience in the Insurance Industry having worked in both Insurance Brokers and Insurance Companies.

Mark joined First Ireland in 2007.

financial planning team

Shannon Monko
Trainee Life & Pensions Executive

Shannon is a Life & Pensions Client Executive.

She is new to the Financial Services industry and has just completed APA in Life Assurance.

Shannon is working towards achieving the full QFA Designation.

financial planning team

Paul King
Life & Pensions Client Executive

Paul is a Life & Pensions Client Executive and has over 3 years experience in Financial Services. He has completed both the QFA and the Professional Certificate in Compliance.

Before joining First Ireland, Paul worked in Pension Administration and Social Media Compliance.

About First Ireland

First Ireland is one of largest Irish-owned Insurance Brokers in the country. Founded in 1981, the company is owned and operated by its senior partners who work full time in the business. We now employ over 160 people and our extensive client list includes Irish and International Companies, large and small, including many services firms, right through to Individual Professionals.