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Book an appointment
Book a 15-minute no-obligation complimentary chat with a member of the Oaktree team to discuss your professional and personal financial goals, and get clarity on how we can help you move forward in a way that feels good to you. No prior knowledge of financial services is required for the call as we will guide you through the process.
We have a dedicated and professional team of Employee Benefits Advisors. If you have any questions in relation to any aspect of the services we offer or if you are interested in meeting us to discuss your requirements we would be delighted to hear from you.
15 minutes Discovery Call
Book for a complementary chat with one of our expert team to see if we are a good fit to help you with your financial planning in your chosen area.
- Investment
- Savings
- Protection
- Pensions
Free
Mortgage Consultation
1 hour consultation online or in our offices in Barna, Co. Galway.
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€199
Financial Planning
1 hour consultation online or in our offices in Barna, Co. Galway.
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€250
Service 3?
1 hour consultation online or in our offices in Barna, Co. Galway.
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€199
Health Insurance
With one of our experts.
Let us help you find the right health insurance plan to suit your budget and health requirements.
Whether you want to compare your current plan, or if you are new to health insurance and want expert advice about how it works and what options are available to you, we can help.
From €50
What our clients say
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.
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.
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.
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.
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.
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
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
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.
“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
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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