+353646637393

About Us

Gallivan Financial Team Profile Photo

Gallivan Financial, founded by Tadgh & Annamaria Gallivan in Killarney in 1989 (formally Tadgh Gallivan Insurances Ltd, rebranded as Gallivan Financial in 2013), has a long-established reputation in looking after the needs of our clients. This reputation has been hard earned and is based on trust placed in us by our clients and our commitment to excellence in both the advice we provide and the service we give. When you deal with Gallivan Financial, you get consistency in the client focused advice you receive, everything is geared around long term relationships with our clients. We value our people and invest in our people. By giving you the highest quality of service in an environment where you can plan for your financial future in comfort, we can work well with you no matter who you are (personal or business). In adopting this attitude, we aim to ensure that our corporate and private clients are totally satisfied with every aspect of their dealings with us, and with the outcomes we achieve on their behalf. We pride ourselves in being a professional firm of financial advisors and portfolio advisors.

We believe it is an approach that works. By applying our expertise to the opportunities and challenges our clients face, we build a bond with them, deliver realistic solutions and constantly strive to exceed their expectations. This has resulted in the organic growth of a locally owned company. We draw on our unsurpassed experience in the financial services sector to ensure best practice is always adhered to. Our aim is to ensure the long-term prosperity of our clients. This means that no matter how straightforward or complex their circumstances may be, Gallivan Financial can help.

At Gallivan Financial we offer independent advice to both individuals and businesses in the core areas of Life/Serious Illness covers, Pensions, Savings, Investments, Mortgages and General Financial Planning. We provide advice on a fair analysis basis and we offer fee based financial advice as well as non-fee based. We offer the best product, at the best price, best suited to your needs. We have extensive knowledge in wealth management services to individuals, sole traders and companies.

Our Approach - We Take Your Financial Security and Success Personally

At Gallivan Financial we take a personal approach to your financial security and ambitions. The better we know you, the better understanding we will have in assisting you achieve your financial aspirations. The first step in the process is a meeting where together we will review financial and family circumstances. We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.

More knowledge leads to better advice

Having garnered a true understanding of your current financial circumstances, we will therefore customise recommendations that are specifically tailored to your requirements, whilst at all times remaining focused on the realistic affordability of same. We will also take into account your employment/tax classification to ensure all recommended options maximise your tax efficiency.

Individual care and attention

Clients are the life blood of our business therefore each client, irrespective of whether business or personal receives the same degree of professional care and attention, and will be the beneficiaries of the significant academic capital that exists within our organisation.

OUR TEAM

The principle that has underpinned our approach to business is our client support team who underpin the advice and service provision now and in the future……

Tadgh Gallivan Profile Photo

Tadgh Gallivan, MIPAV, Founding Director: Gallivan Financial

Managing Director: Property Partners Gallivan

Founding Director: GMHD Insurances

Director: HD Insurances

Tadgh is a founding Director of Tadgh Gallivan Insurances Ltd after 5 successful years working as a top sales man, initially with Royal Liver Assurance winning many awards, then Friend's First. In 1989 Tadgh Gallivan Insurances Ltd. opened its doors now Property Partners Gallivan, Gallivan Murphy Hooper Dolan Insurance Ltd, Its4Rent and Gallivan Financial.

Tadgh has over 32 years’ experience and spends his work time between managing his businesses’ and also looking after his own personal clients helping clients achieve their financial goals by using the most appropriate tools available to them. Tadgh’s senior management and business experience in Financial Services plays a key part in managing all our clients with his extensive experience in providing financial advice to both individual and corporate clients.

Fergal Smith Profile Photo

Fergal Smith Q.F.A, R.P.A, Financial Services Manager

Approachable & trustworthy Fergal delivers independent advice to both individuals and businesses in the core areas of Life/Serious Illness covers, Pensions, Savings, Investments, Mortgages and Financial Planning. A fully Qualified Financial Advisor and an accredited member of the LIA. Fergal also holds a Professional Diploma in Pensions. He has extensive knowledge in wealth management services to individuals, sole traders and companies, with over 15 years’ experience in business development, franchises and business start-ups. Prior to joining Gallivan Financial he held a Senior Financial Advisor position in Thomond Asset Management and worked as a Financial Consultant with Canada Life.

M: 087 2971983 T: 064-6637393

E: [email protected]

Eugene Cosgrave Profile Photo

Eugene Cosgrave Q.F.A, R.P.A, Financial Advisor

Eugene has extensive knowledge in Protection, Investments and Pensions due to his considerable experience in the Financial Services Industry. A Qualified Financial Advisor who holds a Professional Diploma in Retirement Planning and is accredited with the Life Insurance Association. He has been working in the industry since 1993 and has worked with National Mutual Life Ireland, Canada Life, Zurich Life and New Ireland prior to taking up the appointment as Financial Advisor with Gallivan Financial in 2016, offering an unbiased personal service to reflect the client’s needs and expectations, from beginning to end.

M: 087 3999988 T: 064 66 37393

E: [email protected]

Noelle Profile Photo

Noelle O’Connor, Financial Services Administrator

Willing, Helpful & Dependable Noelle O’Connor, enthusiastically takes on the role of Financial Service Administrator. She is responsible for the administration function in the office. Having a strong commitment to high standards of compliance & administration working closely with the advisers, providers and clients to provide support throughout the advisory process. She is responsible for the administration of life, serious illness, pension and investment business both for new and existing clients. Noelle is currently working towards her the Qualified Financial Adviser (QFA). She prides herself on the quality of service delivered to clients and looks forward to meeting and engaging with you.

T: 064 6637393

E: [email protected]

What our clients think

Fergal couldn’t have been more helpful. A pleasure to deal with.

Michael, Killarney

I was worried that the whole process was going to be stressful but the team at Gallivan Financial really put me at ease.

Breda, Kildare

Exceptional customer service. Would definitely recommend to a friend.

Paul, Cork

I spoke with a few different brokers but Gallivan Financial were head and shoulders above the rest.

Tom, Dingle

I’m really happy with the terms of my policy.

Anne-Marie, Dublin

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