Sound Financial Advice For You & Your Business

Purpose

Founded by Joe Daly in 2000, Daly Investment Planning was established to provide clients throughout the West of Ireland with access to the type of expert financial advisory and financial planning services ordinarily found in large investment firms.

Core Values

The core values of the company can be summed up in these three simple principles:

  • Client First – Without exception, put the client’s best interests first.
  • Independent, Impartial Expert Advice – No two clients are the same and a one size fits all approach to financial advice and financial planning does not work; we provide sound, sensible, tailored advice in clear practical language to ensure every client has all the information required, relevant to their means and circumstances, to make informed decisions.
  • Confidence and Discretion – All dealings with clients must be conducted in total confidence with absolute discretion.

Where We Help

Irrespective of whether you’re at the start of your career, are mid-career, are within a decade of retirement or are somewhere else along the path, it’s never too early or too late to get sound, expert financial advice from seasoned financial services professionals about the steps you can take to protect and secure what’s important to you - your family, your business or farm and your financial future.

We are proud to say that in the 17 years Daly Investment Planning has been in business, we have helped hundreds of people, just like you, do just that.

Our Expertise

Investments

Insurance

Retirement

See How We Can Help?

Take 30 minutes, visit our office, have a chat and let us show you how we can help you achieve your financial goals...

Appointment?