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.
The core values of the company can be summed up in these three simple principles:
Best Advice - puts the client’s best interests first.
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.
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 19 years Daly Investment Planning has been in business, we have helped hundreds of people, just like you, do just that.