O'LEARY LIFE AND PENSIONS (GALWAY) - Key Persons
Cleona, a native of Kildare graduated from DIT and holds an MSc from UCD. She began her financial career in 1996 & became a director of O'Leary Financial Planning in 2005. She holds a Certified Financial Planner (CFP) qualification, the premier International financial advice qualification, is a Fellow of the Life Insurance Association (FLIA) & has been an LIA Ireland exam corrector for over 15 years.
Cleona advises corporate & individual clients on all aspects of financial planning but specialises in retirement planning, wealth management & business protection. She also advises clients on how to mitigate against Inheritance tax to ensures tax efficiency & protection for beneficiaries. Her focus is always on providing clients with a personalised & bespoke service tailored to their specific requirements.
She believes in helping people to live life the way they want. Saving for tomorrow is important but you only get one life & making sure you live it how you want is important too.
Helen is a native of Longford and a graduate of the University of Limerick. She spent 16 years in London where she worked in financial services for companies including Killik & Co., Seven Investment Management (7IM) and Holborn Financial, and attained her UK financial qualifications.
Mary has over 20 years' experience in the financial services sector and was instrumental in setting up O'Leary Insurances Life & Pensions (Galway) Ltd., now O'Leary Financial Planning. A native of Galway and graduate of GMIT and UCD, she holds a Degree in Business Administration and is a Qualified Financial Adviser and Retirement Planning Advisor.
Mary's wealth of experience means that she is proficient in sourcing, advising and setting up the right financial support for a multitude of clients. She specialises in planning ahead to protect assets from inheritance tax; building wealth to provide a comfortable retirement; tax-efficient investments for growth or income and protecting families from life-changing events such as long term or serious illness, or untimely death and advises on how best to provide for your children's education.
Her focus is always to provide outstanding customer service and to make the process as smooth as possible for her clients.