When it comes to independent financial advice, Gerry O'Brien runs the full gamut of services with unparalleled experience and expertise.


The Mission

As a business owner you would not think twice about insuring your business against loss from fire or theft. Indeed, I suspect that most trading entities have both in place. However, there are other situations that can have serious and very lasting consequences that you should also insure against, such as the future ownership and/or success of your business. 
Problems can be avoided with simple straight-forward financial planning, and at a cost that is far from prohibitive. Arranging adequate business protection insurance, in conjunction with gift and/or inheritance planning, is the best way to ensure that funds will end up in the right hands, at the right time. This will safeguard against financial hardship and help ensure the continuity and the survival of the business.

Gerry has been of great help sorting out financial issues for me. His knowledge and ability to clarify is excellent.
— John Riordan, MK Illumination

Services and Specialisms

  • Wealth Management
  • Retirement Planning
  • Keyman Insurance
  • Income Protection
  • Shareholder/Partnership Protection
  • Gift or Inheritance Tax Planning
  • Personal Protection
  • Business Protection
To put a clear and robust protection portfolio in place the correct advice is crucial. In many cases the insurance is in place but there may be no supporting agreements. Alternatively, the beneficiaries of the plan may be incorrect. As a result the adviser you use should be experienced and proficient in this very specialised area.