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Certified Financial Planner™

When it comes to managing your finances, there's nothing like having a trusted expert by your side. Find out why working with a Certified Financial Planner professional is one of the best decisions you can make for your financial future.

A Certified Financial Planner™ professional works closely with you to achieve your financial and lifestyle goals.

At Hennelly Finance, we understand that navigating the complexities of personal finance can be challenging. That's why we are committed to offering our clients the highest standard of service with a Certified Financial Planner™ professional. A Certified Financial Planner™ professional is highly trained and certified to provide expert advice on all aspects of financial planning, from tax and investment management to retirement and estate planning. By adhering to rigorous global standards of education, examination, experience, and ethics, we can ensure that you receive personalised and comprehensive financial guidance. Our goal is to support you in achieving your financial aspirations and securing a prosperous future.

Global research conducted by the Financial Planning Standards Board shows that consumers with a financial plan are more confident – and that those with a written, comprehensive plan are nearly three times more likely to feel strongly confident about achieving their life goals.

People who work with a Certified Financial Planner™ professional compared to other advisors are 63% more likely to feel very knowledgeable about financial matters, and 48% more likely to consider themselves very successful at sticking with financial strategies. Certified Financial Planner™ professionals, compared to other advisors spend almost twice as much time working directly with their clients to help them understand their clients’ financial and life goals.

So what makes a Certified Financial Planner™ professional different, and why should you work with one?

Expertise and Education

Certified Financial Planner™ professionals undergo rigorous training and education. They complete a comprehensive course in financial planning, approved by FPSB Ireland, covering everything from tax planning and investment management to retirement and estate planning. This ensures they have a solid foundation to guide you through any financial situation.

Rigorous Examination

To earn the A Certified Financial Planner™ certification, candidates must pass a demanding exam that tests their ability to apply their knowledge in real-world scenarios. This exam is based on ongoing research into what financial planners actually do and covers the full spectrum of financial planning. Administered by FPSB Ireland, the exam meets the highest standards set by Ireland’s educational authorities.

Extensive Experience

Experience matters, and a Certified Financial Planner™ professional brings it in spades. They must have at least three years of hands-on experience in personal financial planning, ensuring they have the practical know-how to back up their theoretical knowledge.

Commitment to Ethics

Every Certified Financial Planner™ professional commits to a strict Code of Ethics, pledging to put your interests first. This ethical framework guarantees that you’ll receive advice and recommendations that are in your best interest, free from conflicts of interest.

Personalised Financial Planning

Working with a Certified Financial Planner™ professional means you’ll get a financial plan tailored specifically to you. They take the time to understand your unique situation and goals, whether you’re planning for a major life event like marriage or buying a home, managing an inheritance, or saving for retirement.

Ongoing Support and Adjustments

Life is full of changes, and your financial plan needs to adapt accordingly. A Certified Financial Planner™ professional is there to help you adjust your plan as your life evolves, ensuring you stay on track to meet your goals no matter what life throws your way.

Personal Connection and Convenience

Whether you prefer meeting face-to-face or online, a Certified Financial Planner™ professional works directly with you in whatever way is most convenient. They’ll help you craft a bespoke, actionable plan that aligns with what’s most important to you. From saving for a home and providing for your children’s education to ensuring a comfortable retirement, they’re with you every step of the way, making sure you’re financially secure and on track to achieve your lifestyle goals.

Clear Communication

Financial jargon can be overwhelming. That’s why Certified Financial Planner™ professionals strive to communicate in clear, understandable terms. They focus on strategies you feel comfortable with and can stick to, because it’s your plan and your life. They’re here to help you achieve your financial and lifestyle goals on your terms, making the complex world of finance accessible and manageable.

Peace of Mind

Ultimately, working with a Certified Financial Planner™ professional offers peace of mind. Knowing that you have a dedicated expert looking out for your financial well-being allows you to focus on what truly matters in life. Take the first step towards securing your financial future by partnering with Hennelly Finance and talking to a A Certified Financial Planner™ professional today.

Have confidence in your future with support from a Hennelly Finance Certified Financial Planner™.

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from dedicated professionals

We are here to keep your mind at ease with dedicated support from our experts.

What our clients say...

Ross KeyesRoss Keyes
11:41 25 Jun 24
Carol FoxCarol Fox
14:40 14 Jun 24
We have been using Hennelly Finance for many years as our Financial Advisors, covering private medical cover to private pensions from overseas and always found everyone is so helpful and knowledgeable. Meetings can be held on line via teams/zoom or in person and topics are covered very thoroughly and clearly. We would have no hesitation in recommending Ruth and her team at Hennelly Finance.
Mara Elaine O’GradyMara Elaine O’Grady
18:29 17 May 24
Regina at Kennelly Finance was a joy to deal with in navigating the right product for me. Personal service where I felt assured that I was getting exactly what I needed. I highly recommend!
Fiona GavinFiona Gavin
15:26 12 Mar 24
Regina at Hennelly Finance is extremely prompt and always so reliable. You are never left waiting and Regina will always find the best suitable/affordable insurance for you.Fiona G
Sinead CoughlanSinead Coughlan
23:07 01 Mar 24
I highly recommend the Hennelly Finance team . Caroline Hartigan is managing my pension and other policies with aplomb, ensuring my fund investments and life assurance cover meets my needs now and into the future. It's wonderful to have her expert professional advice to steer me straight! To boot, she's a lovely person who's always available and delightful to work with!
roisin pryceroisin pryce
11:04 19 Jan 24
The team at Hennelly Finance could not have been more helpful or considerate. Their knowledge of the product, their attention to detail and their personal care and interest in me as a client, were top class. Their product was current and well researched. A most important factor for me was that they were able to offer a sustainable pension plan with respect to my strong wish to only support sustainable companies with a clear environmental commitment. I strongly recommend this company and their work and applaud their commitment to customer service .
Yvonne D JonesYvonne D Jones
16:41 23 Dec 23
Very happy with the advice from Ruth and Sandra in taking my retirement benefits. I've great peace of mind knowing that it's set up specifically to my needs in retirement. From coming in to the office there was a warm welcome always and they looked after me so well and so professional.
Michael HennellyMichael Hennelly
16:30 23 Dec 23
Just recently set up our children’s savings policy and life cover with Ruth and the team in Hennelly finance. A very thorough plan was put together for me and my dependants. Highly recommend this kind of planning. Thanks Ruth and Team.
Nessa GilsenanNessa Gilsenan
03:16 23 Dec 23
I have had very positive experiences with Hennelly Finance they have always been very supportive and helpful
Steven SSteven S
16:51 22 Dec 23
Caroline is very helpful whenever I've needed assistance. I would highly recommend Hennelly Finance.
Victoria KavanaghVictoria Kavanagh
10:26 22 Dec 23
We have worked with Hennelly for the past number of years to facilitate the implementation of our corporate health care plan. The staff are friendly and knowledgeable. I would highly recommend.
Donagh McCabeDonagh McCabe
22:47 21 Dec 23
Coming up to retirement, I needed advise about the best approach to taking lump sum vs other options and Caroline was very helpful and patient. It would be so easy to make a mistake a later regret it, so I'm reassured with the recommended strategy.
Brian O'DowdBrian O'Dowd
12:58 21 Dec 23
Hennelly Finance have been doing my pension and health insurance for then last number of years and I have found them great to deal with, very professional in every aspect of their business.
Nicola McKennaNicola McKenna
10:18 19 Dec 23
I would highly recommend Hennelly Finance to anyone looking for professional and friendly support with financial advice. Thanks Ruth and team for all your help.
Lisa MolloyLisa Molloy
20:53 18 Dec 23
Very professional and dedicated service provided by all the team at Hennelly Finance. Thanks for your service.
Jessica MorphewJessica Morphew
18:40 18 Dec 23
Always great advice from Ruth and the team! Would highly recommend!
Orla StapletonOrla Stapleton
19:12 14 Dec 23
Caroline at Hennelly Finance set up a savings plan for me recently. I got great advice and found the whole process very straightforward.
Julian RJulian R
15:22 13 Dec 23
Amazing advice. Professional and friendly staff
Breda TreacyBreda Treacy
21:46 12 Dec 23
After putting getting a pension off for years I finally decided to go for it! I was so glad I had Hennelly Finance there to help … especially Sandra, she did all the paperwork & made the whole experience very easy for me. Would highly recommend!
Lisa GallagherLisa Gallagher
12:51 12 Dec 23
Ruth and her team were so easy to deal with and really helpful. They had great advice in all areas and their wealth of experience was evident. I would highly recommend Hennelly Finance for all your financial needs.
17:12 06 Dec 23
Needed some help figuring out how to save and invest for my family, so I hit up Hennelly Finance. Ruth and the crew were super helpful, really knew their stuff, and took the time to sort me out. Totally recommend them if you're looking for solid financial advice. Big thanks to Hennelly Finance!
Fiona TraceyFiona Tracey
16:24 06 Dec 23
I contacted Hennelly Finance for advice about health insurance and they were brilliant to deal with - professional, efficient, and they really knew their stuff. Very happy with the advice and the service I received and I highly recommend them!
Sindhu SaripellaSindhu Saripella
08:34 11 Aug 23
I am thrilled to share my wonderful experience with Hennelly Finance, specifically with Regina, who deserves special recognition. I was facing the daunting task of sorting out health insurance for my family, and Regina's dedication and expertise truly made all the difference.From the moment I connected with her, her professionalism and commitment were evident. She patiently listened to our needs and concerns, and then went above and beyond to find the perfect health insurance solutions for us. Regina's attention to detail and willingness to personalize the plans set her apart.What truly stands out is Regina's genuine care for her clients. She took the time to understand our family's unique requirements, making us feel valued and understood throughout the process. Her clear explanations and willingness to answer all our questions made the entire experience stress-free. I am incredibly grateful for her exceptional service and would highly recommend Hennelly Finance to anyone seeking top-notch insurance assistance.
Sinead DonnellySinead Donnelly
15:16 22 May 23
We set up our Mortgage Protection Policy with Hennelly Finance and it was such a pleasure to deal with them from start to finish. They listened carefully to our needs, set out our options clearly and made sure we got the policy that suited us. I would highly recommend.
Sabrina CollinsSabrina Collins
09:14 27 Apr 23
We have been a client of Hennelly Finance for many years now. We have always found them very professional and extremely helpful.Ruth has given excellent advice and help in managing our finances and retirement planning over this time and is readily available. Her attitude is excellent and professional at all times, and we would have no hesitation in recommending Hennelly Finance to friends and family.
jonny wheatleyjonny wheatley
17:48 26 Apr 23
Hennelly Finance did a fantastic job for us. Caroline gave us very impartial advice and listened to what we needed before tailoring solutions that were unique for us. We had complete trust in her knowledge, and she has helped us get our finances in order for a long time to come. The friendly and professional service of Caroline, Ruth, Sandra and the team is exactly what we needed at an important time in our lives.
Noel StapletonNoel Stapleton
21:49 13 Apr 23
I dealt with Hennelly Finance on a pension transfer recently. Caroline had wide-ranging knowledge of the options, offered great advice and was very professional and efficient throughout. I would have no hesitation in recommending the team at Hennelly Finance.
anne-marie foxanne-marie fox
09:54 27 Feb 23
I reached out to Hennelly Finance as when changing companies I had lost all my pension details and didn’t know where to start. They were so helpful and extremely professional from start to finish; from dealing with both Sandra and Caroline I felt I was in really safe hands. They were able to find all my old information and set up a new pension for me and I am thrilled with the outcome. Thanks so much and I would highly recommend Hennelly Finance to anyone with any queries on their pension.
David GowDavid Gow
15:40 13 Dec 22
Top class financial advisor in Galway City. Great company, great staff! As a director of a small company I chose to work with Hennelly finance and since starting a pension with them I wouldn't look back. They have also set me up with health insurance, life insurance and they have done the same for all my employees. Would recommend to everyone. Thanks
Joanna FreemanJoanna Freeman
11:37 29 Nov 22
We have had financial dealings with Helena @ Hennelly Finance as far back as 2011 and have always found the advice excellent, and our college fee investment grew!! When a chance came to buy a savings policy and a private pension, we returned to Hennelly. On this occasion our advisor was Caroline, again the advice was very high quality and made very accessible to us (we do not work in the financial sector). We met Caroline on two seperate occasions, any subsequent queries were dealt with great professionalism and we are happy with the products that we have purchased. Thank you, Jo and Peter
K HigginsK Higgins
09:03 25 Oct 22
Hennelly Finance has been my health insurance broker for more than ten years. Each year they get in touch to review my needs and provide advice on the best plan for the year ahead. Their recommendations have saved me significantly on health insurance dues while also providing access to plans with extra benefits that are not normally available to the general public. I wouldn't hesitate to recommend Hennelly Finance for health insurance.
Diarmuid ClancyDiarmuid Clancy
12:01 27 Sep 22
“I contacted Hennelly Finance to help set up a Group Pension Scheme for my staff. I found them to be efficient, professional and was impressed by their attention to detail in setting out all the relevant information. Our adviser Ruth Hennelly and her staff was available for a group Teams call and was available on-site to meet with all staff individually. I would be happy to recommend Hennelly Finance in respect of setting up employee benefits or any other financial related matter” Diarmuid Clancy, Director-Maverick Energy Services
Kieran Kelly GuitaristKieran Kelly Guitarist
10:51 05 Aug 22
I recently dealt with Caroline in regards to a previous pension plan I had with another company. She made the whole process completely straightforward and was always in communication with updates. She was fantastic to deal with, extremely professional and super quick to reply to any queries I had. It was an absolute pleasure to deal with her and the whole process took very little time. Huge thanks to Caroline and Hennelly Finance for looking after all of my pension needs.

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Where we are

Insurance Brokers & Financial Consultants,
Unit 3B, Tí Phuirséil,
Barna, Co. Galway.
H91 AF1W

Opening Hours

Monday - Thursday: 9am -5pm
Friday: 9am - 4pm
Appointments available outside normal working hours upon request.


Hennelly Financial Services Ltd. t/a Hennelly Finance & Health Insurance Shop is regulated by the Central Bank of Ireland. Directors R. Hennelly. Registered in Ireland, Company Reg No: 327276.
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