Pat Murphy

Pat Murphy has spent over 35 years working in the Irish Financial Services sector and is a highly qualified and highly experienced financial adviser.

Pat’s career has seen him hold senior management and leadership roles in FBD Insurance, Bank of Ireland Lifetime, AIB Group, Ark Life and Canada Life. Most recently, Pat held interim senior management and leadership roles at Hastings Insurance Brokers and Opus Financial Ltd.

Originally from Ballinrobe, Pat recenlty returned to his home town and joined Daly Investment Planning. He brings a wealth of knowledge and experience about finance and putting those all-important individualised plans in place for important life events – from life cover to funding for your first home to college funding to protecting your business or farm to planning for retirement and the efficient transfer of assets onto the next generation.

Like Joe, Pat believes in putting the client’s best interests first and that this can only be achieved by providing impartial, independent, expert advice and communicating that advice in language that’s easily understood. And in this modern social media world of oversharing, he believes that client business should be conducted in total confidence underpinned by absolute discretion.

Pat enjoys walking and reading, is an avid rugby and GAA follower. And he’s also a car enthusiast.

Professional Qualifications

Pat has a Diploma in Advanced Management from the Irish Management Institute (IMI) and is a member of the Life Insurance Association of Ireland.

Areas of Expertise

Over the last 35 years, Pat has developed extensive knowelege and expertise in the following areas:

  • Retirement Planning
  • Business/Income Protection
  • Investments & Savings
  • Transferring Assets (Business, Farm or Other)
  • Life Assurance