Pat Murphy

Pat Murphy has over three decades working in leadership and management in the Financial Services sector and is an experienced financial adviser. Pat’s career has seen him hold executive/senior/ sales/leadership and management roles in FBD Insurance, Bank of Ireland Group, AIB Group and Canada Life. Pat has an in-depth understanding of what drives the heartbeat of both business and people.

 Originally from Ballinrobe, Pat recently returned to his home town and joined Daly Investment Planning Limited. He brings a wealth of knowledge and experience relating to finance and planning for life events – from family and income security, retirement planning, estate planning and making a Will to include the efficient transfer of assets onto the next generation. Pat is also experienced in all areas of investments.

Pat believes in putting the client’s best interests first by providing customised advice that’s readily understood. Pat’s motto is to establish meaningful and trustworthy relationship’s that will provide support and contentment for all his clients.

Pat and Joe have identified ‘confidentiality’ as the core stock and trade of Daly Investment Planning Limited. Pat is a certified CPD Member of the LIA. Pat enjoys walking and reading, is an avid rugby and GAA follower.

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 40 years, Pat has developed extensive knowledge and expertise in the following areas:

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