Financial Advice · Ireland
Why Financial Advice Matters in Ireland
Looking for trusted, personalised financial advice in Ireland? Whether you’re planning for retirement, buying a home, saving for your children’s education, or managing investments, professional advice helps you make informed, confident decisions.
Last reviewed by Debbie Cheevers, QFA, RPA · 30 June 2026
Personal Financial Services
Tailored guidance across the areas that shape your financial future.
Financial Strategy
Create strategies to manage your finances & meet your financial goals.
Pensions & Retirement
We help you navigate Irish pension schemes, including PRSAs and occupational pensions, ensuring you maximise tax relief and retirement income.
Investments & Growth
Whether you’re starting to invest or growing an existing portfolio, we offer personalised investment strategies based on your goals, risk tolerance, and Ireland’s financial landscape.
What Makes Greenway Financial Advisors Different
Advice that’s genuinely built around you — practical, honest and designed for real life.
Built Around You
Our financial plans are custom-made for each individual or couple. We make sure that all your needs are taken into account. The objective is to improve your financial situation.
Realistic & Resilient
All of our recommendations are realistic and will allow you to be financially independent even in an emergency.
Saving Made Simpler
Saving money every month can be a challenge. Whether it is for your retirement, your mortgage or your children, having some money aside is essential. This is why our financial advisors are there to help you take control of your finances.
Protecting What Matters
Through our personal financial advice, we work with you to build a plan that preserves your wealth, your resources, your income, and the lifestyle of your family.
How We Help
A simple, proven order to build financial security — step by step.
Regular Saving & Budgeting
Before you start putting together a financial plan, it’s important to know exactly where you stand financially. Evaluate your income, expenses and debts, so that you have a clear picture of your current financial situation.
Emergency Fund & Protection
One of the most important steps in setting up an emergency fund is to open a separate savings account specifically for this purpose.
An emergency fund account should be kept separate from your other accounts, as it serves its own specific purpose.
This helps you stay focused on saving for emergencies, rather than spending this money on something else.
Property / Secure Housing
One of the first steps to buying a house is to determine your budget. After you’ve identified how much you’re able to spend, start looking for homes in locations that meet your criteria – making sure they are also within your price range.
Planning for Retirement
Planning for retirement in Ireland is an important process that requires careful consideration and preparation.
It is important to use a financial advisor to understand and plan your retirement. If you leave it until you reach retirement you can make the situation harder.
Investment & Building Wealth
Investing can be a great way to build wealth and grow your money over time.
There are many options for investment including bonds, mutual funds, exchange-traded funds, property and buying company shares directly.
Before investing, it’s important to research and understand the risks associated with each type of investment and to consult with a financial advisor or investment professional to determine what investment strategy is best for your individual needs and goals.
Personal Financial Advice in Ireland
Whatever stage you’re at, the right plan helps you feel in control of your money.
Whether you are planning to buy a house, pay your bills, or even plan for your retirement, managing your money is important.
The sooner you start planning your finances, the better it is. Getting money advice from a professional is a great way of laying out your goals and finding a way to reach them.
Our best financial advisors give you a financial plan to follow and guide you along the way. Thanks to Greenway’s money advice in Ireland, you will clearly understand your financial situation. This will give you all the tools to live a secure and stable life.
If you want a full life plan financial plan or simply advice on a particular issue, our financial advisors are here to help.
Areas we can help with
- ✓Budgeting
- ✓Investments
- ✓Savings
- ✓Examining current pension provision
- ✓Inheritance issues
- ✓Planning for retirement
Our Qualified Financial Advisors
Qualified, regulated and genuinely on your side — meet the people behind your plan.
Ian Gallagher
Director & Qualified Financial Advisor (QFA)
Ian was born in Portlaoise and studied creative digital media. He has worked for a number of businesses that heavily focused on customer experience.
Ian qualified as APA in 2023 and a fully qualified financial advisor (QFA) in 2024.
His primary role in Greenway is to manage all our online technology and customer relationships systems.
Having worked in a number of industries, Ian has specialised in customer experience and building customer relationships.
Debbie Cheevers
Qualified Financial Advisor (QFA), Retirement Planning Advisor (RPA), Technician Member of the Irish Taxation Institute
Debbie was born in Dublin and graduated from NCAD with a degree in Visual Communication.
She brings a strong customer service background to Greenway. Debbie qualified as APA in 2017 and a fully qualified financial advisor (QFA) in 2018.
She believes that product knowledge is key to helping customers make the right choices. In 2022 Debbie gained a tax qualification as a Technician Member of the Irish Taxation Institute.
In early 2025 she received her Retirement Planning Advisor (RPA) accreditation.
Adrian Gallagher
Managing Director & Qualified Financial Advisor (QFA)
Adrian has 45 years of business experience gained from working in a range of business areas from oil recycling, oil distribution, print and digital media and latterly in insurance and mortgage products. He qualified as QFA in 2016.
Married with three adult children and four grandchildren, Adrian uses his life experiences to help advise clients on the type and level of insurance cover and pensions they should have.
Adrian has been interested in sailing and boats all his life. In 2013 he took a year off, calling it his Gap Year and motored a cruiser from Ireland to Berlin via Paris. You can see more on this on www.adrianandnualasgapyear.com
How We Work With You
A clear, structured process designed to give you confidence at every step.
Discovery Call
We start by getting to know you — your goals, concerns, time horizon and how you feel about money — so every recommendation is built around your real priorities.
Personal Finance Review
We assess your income, expenses, savings and existing arrangements to build a clear, honest picture of where you stand today.
Pensions, Investments & Protections
We review all your existing pensions, investments and protection policies, identify gaps or overlaps, and suggest practical ways to improve them.
Specific Areas We Can Cover
We focus on the financial issues that matter most to you — whether that’s retirement, protecting your family, tax efficiency or growing your wealth.
Strategy & Recommendations
You receive clear, jargon-free, actionable recommendations you can begin implementing straight away, with the reasoning explained in plain English.
Ongoing Support
Your plan evolves with you. We’re available for questions anytime and review your arrangements regularly to keep them on track.
Frequently Asked Questions
Do I need a financial advisor in Ireland?
If you have long-term financial goals or are facing major financial decisions, a financial advisor helps you make the most of Ireland’s tax laws and financial products.
How much does financial advice cost?
We offer a free initial consultation. Our fees are transparent and based on the services you choose — no hidden commissions.
Are your advisors qualified?
Yes, all our advisors are QFAs (Qualified Financial Advisors) and regularly update their training in line with Irish regulations.
Can I get advice remotely?
Absolutely. We work with clients across Ireland via Zoom and phone.
What does the first consultation involve?
The initial consultation is free and there’s no obligation. We get to know your situation, your goals and your concerns, and explain how we could help — so you can decide whether to go further.
Do I need a lot of money to get financial advice?
No. Good financial advice is about making the most of what you have, whatever your starting point. We help people at every stage, from those just beginning to save to those managing established wealth.
How often will we review my plan?
Your plan evolves with you. We review your arrangements regularly to keep them on track, and we’re available for questions anytime your circumstances change.
What areas of financial planning can you help with?
We cover budgeting and saving, pensions and retirement, investments, protection, mortgages, inheritance and tax efficiency — either as a full life plan or advice on a specific issue.
Get qualified financial advice
Free, impartial guidance tailored to your situation.
Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372