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Meet the Team

Financial Planning You Can Trust

Our team has advised many professionals, executives and their families from top performing companies like:

Butlers  Dublin, Ireland Financial Planning MattersDocusign  Dublin, Ireland Financial Planning MattersEY  Dublin, Ireland Financial Planning MattersFacebook  Dublin, Ireland Financial Planning MattersHubSpot  Dublin, Ireland Financial Planning MattersLinkedIn  Dublin, Ireland Financial Planning MattersMicrosoft  Dublin, Ireland Financial Planning MattersShamrock Rovers F. C.  Dublin, Ireland Financial Planning MattersTwitter  Dublin, Ireland Financial Planning MattersTherapie Clinic  Dublin, Ireland Financial Planning MattersVirgin Media  Dublin, Ireland Financial Planning MattersUCD Dublin  Dublin, Ireland Financial Planning MattersVodafone  Dublin, Ireland Financial Planning Matters

Trusted Partnerships

We work with some of the top Insurance and Financial Investment companies in Ireland:

Aviva  Dublin, Ireland Financial Planning MattersDentists Provident  Dublin, Ireland Financial Planning MattersGreenman  Dublin, Ireland Financial Planning MattersIrish Life  Dublin, Ireland Financial Planning MattersNew Ireland Assurance  Dublin, Ireland Financial Planning MattersStandard Life  Dublin, Ireland Financial Planning MattersRoyal London  Dublin, Ireland Financial Planning Matterszurich  Dublin, Ireland Financial Planning MattersConexim  Dublin, Ireland Financial Planning MattersiTC  Dublin, Ireland Financial Planning Matters

Niall O'Connor Photo
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Niall O'Connor

Founder

Niall O'Connor

Niall O'Connor MSc CFP® Professional, QFA RPA

Founder




MSc in Financial Services

MSc in Financial Services

Niall holds a Masters (MSc) in Financial Services delivered by University College Dublin.

This qualification helps Niall to measure and manage financial risk at both an individual and organisational level and to appreciate the dynamic linkages between “risk appetite” and return performance (How broader macroenvironmental factors, such as austerity and stimulus, interest rates, and exchange rates etc. impact on global and domestic economic activity and influence the financial services industry and its customers).

Finally, it anchors around the theme of the role of risk in financial management, a principal aim of the programme was to equip financial planners like Niall with specific skills in risk management, decision making models, macroeconomics and business negotiation skills, to navigate the unfolding financial services landscape on behalf of his individual clients.

CFP® practitioner

CERTIFIED FINANCIAL PLANNER

Niall holds the Certified Financial Planner designation, awarded by the Financial Planning Standards Board (FPSB).

It is the only globally recognised mark of excellence in financial planning and awarded to financial advisors at the pinnacle of the profession, who have completed a detailed assessment of their skills and knowledge and demonstrated that they have the right experience, education and ethical approach.

Less than 5% of financial advisors in Ireland have received this designation

Trusted Advisor
Brokers Ireland
LIA
Certified Financial Planner
Financial Planning Standards Board
Venture

Niall started his career working for one of the largest financial advisory firms in Ireland. He gained experience advising private clients and corporates on a number of complex financial matters and soon established himself as one of the groups leading young financial advisers.

During this time, Niall became one of the few advisers in Ireland to attain the CERTIFIED FINANCIAL PLANNER™ professional qualification, the hallmark of excellence in the financial planning profession.

After several years working for a large organisation, Niall decided to go on secondment to the largest bank in Ireland to broaden his knowledge and experience. He continued to help a diverse range of clients across all aspects of their financial planning and developed particular expertise in pension advice and investment planning.

As time went by, Niall felt there was a better way to deliver financial advice. One that helped people make sense of their finances without the confusing jargon or eye-watering charges. One that was approachable, reliable and accessible – not just reserved for the super-wealthy. Niall decided to launch Financial Planning Matters – a company dedicated to going ‘above and beyond’ for every client.

On a day-to-day basis, Niall advises busy professionals and their families on how to make the most of their money. His area of expertise includes retirement planning, tax mitigation, pension options and investing for the future. Outside of the office, Niall is a UEFA licenced coach and can often be found on the soccer pitch, coaching the next generation or on the golf course, losing golf balls. Alternatively, Niall enjoys spending time with family and good friends.

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Stephen Norris Photo
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Stephen Norris

Senior Financial Advisor

Stephen Norris

Stephen Norris

Senior Financial Advisor




MSc

MSc in Financial Services

Stephen holds a Masters (MSc) in Financial Services delivered by University College Dublin. This qualification helps Stephen to measure and manage financial risk at both an individual and organisational level and to appreciate the dynamic linkages between “risk appetite” and return performance (How broader macroenvironmental factors, such as austerity and stimulus, interest rates, and exchange rates etc. impact on global and domestic economic activity and influence the financial services industry and its customers). Finally, it anchors around the theme of the role of risk in financial management, a principal aim of the programme was to equip financial planners like Stephen with specific skills in risk management, decision making models, macroeconomics and business negotiation skills, to navigate the unfolding financial services landscape on behalf of his individual clients.

CFP® practitioner

CERTIFIED FINANCIAL PLANNER

Stephen holds the Certified Financial Planner designation, awarded by the Financial Planning Standards Board (FPSB). It is the only globally recognised mark of excellence in financial planning and awarded to financial advisors at the pinnacle of the profession, who have completed a detailed assessment of their skills and knowledge and demonstrated that they have the right experience, education and ethical approach.

Less than 5% of financial advisors in Ireland have received this designation

Trusted Advisor
Brokers Ireland
LIA
Certified Financial Planner
Financial Planning Standards Board
Venture

Stephen has 15 years’ experience advising his clients on all aspects of financial planning and asset management. Prior to joining Financial Planning Matters, he held senior positions in Irish Life Wealth Management Services and most recently in a Financial Planning firm as a Private Client Manager.

He believes that our purpose is to represent our client's best interests and build trusting relationships with them. Stephen has spent many years upskilling. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a MSc in Financial Services from UCD and a Bachelor’s Degree in Business Studies.

He puts these financial skills to good use as the Treasurer of the Board of Management at Ballyowen Meadows Special School and he is also involved in their fundraising committee as well as a number of other committees.

He spends most of his spare time with his young family, but occasionally manages to get out for a cycle or head to the gym

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Charlie Murtagh Photo
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Charlie Murtagh

Financial Planning Associate

Niall O'Connor

Charlie Murtagh

Financial Planning Associate




MSc

MSc in Financial Services

Charlie holds a Masters (MSc) in Finance delivered in 2020/21 by University College Dublin Michael Smurfit Graduate Business School, a top 50 ranked program by the Financial Times.

His master’s course was designed to give advanced specialist knowledge and a practical understanding of finance theory and practice relevant to the financial services industry. The focus on empirical and theoretical finance research enabled him to remain up to date with changes in international financial markets.

Charlie is beginning his career with Financial Planning Matters, as the first Financial Planning associate of the company. Taking a role under Niall to accelerate his career to a role as a financial advisor in the future. 

The next step for Charlie is to complete the QUALIFIED FINANCIAL ADVISOR (QFA) qualification, then move on to attain the CERTIFIED FINANCIAL PLANNER™ professional, one of the most prestigious qualifications for financial advisors. 

Originally from Kildare, Charlie went to Clongowes Wood College for leaving certificate the onto college with Technological University Dublin studying Economics & Finance before taking a year working in the horse racing industry. Last year he went to UCD Michael Smurfit Graduate Business School and earned his master’s in Finance. 

Charlie has a keen interest in all sports from golf to horse racing. Playing rugby for the Old Belvedere Juniors in Dublin wherever they’ll play him.  Coming from a horse racing background Charlie has immense knowledge of the industry and is a regular going around the country watching racing and dreams of owning an Irish Derby winner. 

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