"Expert Financial Advice, Tailored to Every Stage of Your Journey"

Our Story: Built on Trust & Family Values

Financial Planner Ltd was founded over 25 years ago by Brendan and Trish Kelly, driven by a simple goal—to make financial advice clear, honest, and personal. They saw how overwhelming mortgages, retirement planning, and investments could be, and wanted to change that.

From day one, they’ve treated every client like family—listening, understanding, and providing tailored solutions. Today, with a growing team and deep community ties, their mission remains the same: helping people make confident financial decisions with expert guidance and a personal touch.

Let’s start your journey together—get in touch today.

Meet the Core Team

Brendan Kelly QFA & CEO

Brendan Kelly – CEO & Financial Advisor

With over 25 years in banking and finance, Brendan founded The Financial Planner Group to offer honest, expert financial advice.

He’s a Qualified Financial Advisor (QFA) and Mortgage Advisor, and also holds qualifications in Retirement Planning (RPA) and Strategic Investment Advice (SIA).

Trish Kelly – Managing Director & Mortgage Specialist

Trish has been part of the business from the very beginning.

A Qualified Financial Advisor (QFA) with years of banking experience, she runs the mortgage division, helping clients secure the best options for their home and investment needs.

**James Kelly,** *Accounts Administrator*

James Kelly, Office Administrator

James joined the team in August 2023 and is working towards his QFA qualification, having already completed his APA in Regulation & Life.

Eileen Egan – Operations Manager

Eileen has been keeping things running smoothly since 2005. She looks after client accounts and oversees the day-to-day operations of the business.

Mike Raman – Marketing & Digital Communications

Mike brings creativity and energy to the team, managing all our marketing and digital campaigns. With a background in PR, branding, and media, he makes sure our message reaches the right people in the right way.

What sets us apart

We believe we stand out from other financial companies because of our commitment to differentiation. We understand that every client is unique and their requirements vary. We tailor our approach to provide a personalised solution that meets their needs.

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