Gerard O’Brien has built a distinctive and invaluable background in law and international financial advisory, allowing him to employ financial strategies and methods that are unique to the financial services industry in Ireland today.
For the past 16 years, he has been guiding clients globally through the various complexities associated with financial planning and wealth management. Gerard has built a strong reputation for delivering high-quality advice and excellent results for clients. He was most recently a Senior Advisor at Bank of Ireland Private Banking for 8 years, where he advised clients in all areas of investment management, retirement and succession planning.
Up until 2007, Gerard was a Senior Advisor for 7 years to clients based in Europe, Africa and the Middle East, where he advised on investment opportunities, estate succession and tax efficient structures with the leading global advisory firm, HSBC Private Banking. Gerard is qualified to the highest levels in law and finance, both in Ireland and Internationally. He recently obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, considered to be the world’s most prestigious financial planning qualification. Gerard is a member of the Financial Planning Standards Board (FPSB Ireland) and The Institute of Banking.
Are all your eggs in the one basket? Diversification, Asset Allocation & Re-Balancing Investments East Cork Journal Article – Thursday 31st March 2016 Clearly, having all of your money in one asset is a risky strategy. You have probably heard of the well-used phrase, “Don’t put all of your eggs in one basket,”? If you have, you [...]
Is your retirement on track? We are delighted to enclose details of our latest published commentary from the ECJ Business Post on the important issue concerning pension consolidation and how clients can track performance, risk levels and the costs associated with their various pension holdings. Today, very few of us stay in the same job from starting our [...]
Finance Matters Article – Thursday 17th March 3 Tips to Secure your SME Business People are at the heart of every business in Ireland. Most business owners protect and insure their premises, the company vehicles and the machinery and equipment. Yet, most business owners have not considered what would happen to the business and their [...]
Finance Matters Article – Thursday 3rd March Do you have to plan for your children’s future? Most Parents dream of giving their children the best possible education and future. Whether this dream includes university, college or a technical school, one thing is for certain: education funding and it certainly isn’t free. The cost of education [...]
Four important steps to take in times of market volatility The global stock markets are currently volatile and many people are asking their advisors what steps do they need to take. So, what should you be considering doing, if anything? I have noted 4 key factors that all clients and advisors need to adhere too [...]
The Importance of Protecting your Income Your income is your most important asset. Your lifestyle is determined by your income. If illness would mean that you couldn’t pay the bills and support your family, you need to consider an alternative. Your income helps you provide for your: Mortgage Utility Bills Children’s Education Car Hobbies Insurance [...]
Is your deposit making cents? Let’s face it, it’s not a great time to be a saver at the moment. Any of you who have been shopping around for the best deposit rates in recent months will have noticed a very sharp correction in rates over the past 18 months. It’s somewhat of a perfect [...]
Finance Matters Your fortnightly column on topical financial matters What is Financial Planning and how can it benefit you? Welcome to the first edition of the new financial column “Finance Matters”. The column is intended to cover every day topical financial matters in an educational and informative manner. In future editions I will cover a [...]