What We Offer
At Dooley Insurances we provide expert financial planning for individuals, business owners, and professionals at every stage of your careers. Our tailored advice is designed to meet each client's unique circumstances, aspirations, and goals.
Comprehensive Planning
We ensure you receive insightful, accurate, relevant, and professional advice to help you achieve your financial objectives. We develop a comprehensive plan that assesses your current financial status.
Ongoing Support
Your financial advisor will create the optimal plan for you to reach your goals and assist in making adjustments and updating your plan as your goals and priorities evolve.
Personalized Strategy
Your financial strategy will be uniquely yours, a personalized roadmap tailored to your specific needs and circumstances, ensuring your financial plan remains current.
Our Services
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Who We Help
We work with individuals and families to help them achieve their financial goals and secure their future.Find out more -
Our Core Services
Comprehensive financial planning, investment management, and wealth protection services tailored to your needs.Find out more -
Our Planning Process
A structured approach to understanding your goals, creating a plan, and implementing strategies for success.Find out more -
Why Financial Planning Matters
Discover how proper financial planning can help you build wealth, protect your assets, and achieve peace of mind.Find out more -
The Dooleys Guide To Pensions & Retirement Planning
Expert guidance on pension planning and retirement strategies to ensure a comfortable and secure future.Find out more -
Financial Planning Beyond The Pension
Explore investment opportunities, tax planning, and wealth management strategies beyond traditional pensions.Find out more
The Dooley 5 Step Process
A clear path to your financial goals
1
We Get to Know You
You get to know us too. We believe in long-term journeys and want to work with you for many years.
2
Defining Your Goals
We work with you to define your goals and dreams.
3
Designing Your Journey
Together we design a way forward and bring you on your financial journey, prioritising your needs and wants.
4
Implementing Your Plan
Now you're ready to go: we implement your tailored plan.
5
Ongoing Advice & Reviews
We schedule ongoing reviews and advice — because we evolve with you and your goals.
Life Assurance
We deal with all the major life assurance companies. As per central bank guidelines, before we can advise our clients on any financial product we need to 'know our clients'. We would like to sit down and through an informal process – find out about you both what your needs are? – as there can be a difference between what a client wants and what they need?
Coverage A
Life Assurance
Cover that if you die your dependents (if any) will have the necessary financial resources to provide for their upkeep and pay off any debts you may have.
Coverage B
Specified Illness
Cover that if you contract one of the named serious illnesses a lump sum is paid to help you get better without (or with less) financial stress.
Coverage C
Income Protection
Cover that can pay up to 75% of your income (after a deferred period of your choice) until you either return to work or get to retirement age.
Pensions
Pensions represent one of the few financial products that still attract substantial tax relief. Whether you are self-employed, a Company Director or a PAYE earner, it is better and less expensive to start a Pension sooner rather than later.
Savings and Investment
Everybody wants to get the best return for their money. You want to feel comfortable with the savings or investment choices you make and know that your money is working for you.
Best Returns
You want to know that the company and people you work with have your best interest in mind.
Expert Advice
You need to speak to a trusted, professional and qualified financial advisor who has experience and knowledge of the companies, products and associated fund charges on the market.
Personalized Service
We work with you to understand your needs and find the best product to get the returns you need for your future.
