We want your Financial Plans to succeed

  • “To fail to plan is to plan to fail”
  • You can have an Independent Financial Advisor investigate all your financial and insurance outgoings.
  • Compare the benefits and get best quotes
  • Get best advice and impartial guidance.

MEET THE TEAM

The Senior Team

John Morrin, QFA MLIA

John has worked in Banking and Financial Services for more than 30 years. He specialises in strategic Pension Planning, Inheritance, Succession and Redundancy evaluation. He has acted as Advocate for many Executives and Directors in negotiating and maximising their Strategic Financial Planning, Pensions, Business Exit Packages and Redundancy mechanisms.

Claire Mannion, QFA MLIA. Director of OMA Financial Services Limited.

Claire has more than thirty years’ experience in Private client advice in Broker Offices and with an International Pension Provider. A Champion of the “1 to 1” approach to Individual Client needs, Claire has a reputation for thorough Financial Planning and long term trusted advisory relationships with all of her clients throughout Ireland.

Iain Kilbane, QFA,MLIA ,BA, M.Ed. 

Director OMA Financial Services Ltd. Iain specialises in Executive Pension Planning ,Company Directors ,Self Employed ,including Self-Administered Pensions and Group Pension Schemes.

Stephen Faulkner, QFA MLIA. 

Stephen is General Manager- Administration and Compliance Officer at OMA Financial Services Limited. Stephen has held several Senior Compliance and Management Positions in a major Irish Life company. His diligent enforcement of regulatory policy ensures efficient and compliant processing and of all client needs with Financial & Institutional Providers

The Customer Service Team

Donal Kennedy

Michael O’Connor

Lorraine Connolly

Kenneth Gavin

Dora Monaghan

Declan Hardiman

David Carr

The Back Up Team

Morgan Morrin

Dara Mannion

Customer Service Guarantee
24 hours response time

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Complete the minimum data request box on the right, and an experienced and Qualified Financial Advisor will be in touch with you within 24 hours.

Our experienced TEAM of financial Advisors are waiting for your question now!

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    Please give us a brief summary of the key financial issues you which to discuss:

    PensionRedundancyMortgageLife QuoteSaving & Inheritance

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