Denise Munnelly

I have used Orca Financial on both a business and personal basis, in the areas of Insurance and Pensions for a number of years and have found their delivery of service consistently of the highest quality. I believe that as a result of their work for me I have both saved money and made money. I would unhesitatingly recommend Orca to any potential customer

Contact Orca Financial Group
D: +353 (1) 210 3030

Investment Clients

Myself and my partner have been a client of Orca Financial for over 4 years. I was struggling to find an experienced Financial Advisor to help me plan my financial needs for the future until I started to deal with Orca. Prior to this we were unsure of how to best invest our savings and what to do with my pension to ensure it was working for us. Sarah met us and listened to our wants and needs and goals for the future, she talked us through all our different options to help meet those needs and explained the associated risk and rewards. We found Orca to be very professional, informed and so courteous. We are delighted with the exceptional level of service which we received from Orca and would recommend Orca to anyone needing independent impartial financial advice.

Contact Orca Financial Group
D: +353 (1) 210 3030

Declan Gray

I always felt I was just a number when I had my investment portfolio with one of the larger institutions, that was until I started dealing with John. Yes, we all want the best return on our investments, but let’s be honest, you never get to really use it until a long way down the road and I’d rather feel appreciated along the way. The advice and feeling I received from Orca no longer made me feel like I was just earning somebody else a commission. I felt special, regardless of what I had accumulated. Moving to Orca was the best decision I ever made.

Contact Orca Financial Group
D: +353 (1) 210 3030

Reynolds Logistics

I always felt I was just a number when I had my investment portfolio with one of the larger institutions, that was until I started dealing with John. Yes, we all want the best return on our investments, but let’s be honest, you never get to really use it until a long way down the road and I’d rather feel appreciated along the way. The advice and feeling I received from Orca no longer made me feel like I was just earning somebody else a commission. I felt special, regardless of what I had accumulated. Moving to Orca was the best decision I ever made.

Contact Orca Financial Group
D: +353 (1) 210 3030

Jamie O’Hanlon of Avid Partners

The team at Orca Financial have always provided proactive advice and their professional staff are always on hand when I need them – ready to assist, advise and guide. I have found them to be extremely professional, reliable, prompt and knowledgeable in their field.

Contact Orca Financial Group
D: +353 (1) 210 3030

Paul Sheeran Jewellers

I have used Orca Financial on both a business and personal basis, in the areas of Insurance and Pensions for a number of years and have found their delivery of service consistently of the highest quality. I believe that as a result of their work for me I have both saved money and made money. I would unhesitatingly recommend Orca to any potential customer.

Contact Orca Financial Group
D: +353 (1) 210 3030

Reynolds Logistics

I always felt I was just a number when I had my investment portfolio with one of the larger institutions, that was until I started dealing with John. Yes, we all want the best return on our investments, but let’s be honest, you never get to really use it until a long way down the road and I’d rather feel appreciated along the way. The advice and feeling I received from Orca no longer made me feel like I was just earning somebody else a commission. I felt special, regardless of what I had accumulated. Moving to Orca was the best decision I ever made.

Contact Orca Financial Group
D: +353 (1) 210 3030

Maria McMenamin

I contacted Orca after moving to a new company, I needed professional advice as to how I take my pension with me. Orca looked after the entire process, they were clear about the procedure and options available to me. I found all the team to be very helpful and I have been dealing with them ever since.

Contact Orca Financial Group
D: +353 (1) 210 3030

Stephen Larkin

I first came across Keith and the Orca Financial Group when I needed to repatriate my pensions and investments from the UK to Ireland. As well as guiding me through the whole process, Keith made it very easy for me as he handled all of the administration and paperwork. Not only did he chase down numerous pensions from various jobs over the years, but he also tracked down a forgotten, small investment that had grown quite substantially to be a very welcome bonus.

 Over the last six years I have been delighted with Keith’s guidance and his handling of my portfolio. I highly recommend him as I always do to my own family and friends.

Contact Orca Financial Group
D: +353 (1) 210 3030

Elizabeth Leavy

Keith Hannon has been my financial advisor for a number of years now, he has always been so helpful, very clear in his communication with me, always makes himself available when I need help, and demystifies pension’s and investments for me, the lay person! Keith has always given me very sound advice and is a pleasure to deal with. I would have no reservations is recommending him to friends and family.

Contact Orca Financial Group
D: +353 (1) 210 3030

Arabin Jones

“Earlier this year, I decided to review my current pension funds from previous employers. Keith was introduced to me through a mutual friend and following our initial meeting, he reviewed my circumstances and explained the options available under my previous employers pension scheme. The overall process seemed effortless, as Keith even looked after all the necessary paperwork.

Keith is personable, customer service oriented Financial Advisor professional, who takes a hands on approach when dealing with his clients financial affairs. I was delighted with the service and would recommend Keith to anyone looking for pension advice planning”.

Contact Orca Financial Group
D: +353 (1) 210 3030

Simon Taylor

“Earlier this year when I decided to move my UK pension funds to Ireland, I met with Keith to discuss the process involved. Keith explained the complicated QROPS process in a very easy to understand way. He wet through the pro’s and con’s relating to each of my options, and when it was decided upon the most appropriate one, we completed the multitude of forms required. Keith dealt directly with my UK pension providers and organised the transfer of my funds to my Irish pension arrangement with no headaches at all. I was so impressed with his service that I recommended him to my wife and he has since sorted out her UK pension transfer. I would happily recommend Keith for any pension queries you may have”.

Contact Orca Financial Group
D: +353 (1) 210 3030

Sean Coyne

“Like a lot of people, my investment, savings and pension plans took a serious battering over the last few years,

I approached Keith by a simple request “help me get back on track”.

Keith has a no-nonsense approach that cuts through the jargon and has helped me towards what I believe will be a far more secure future. He has a strong professional manner and I would recommend him to anyone looking for peace of mind when it comes to their financial wellbeing”.

Contact Orca Financial Group
D: +353 (1) 210 3030

Donal Duggan

“When I left my previous employment with Dell, I had no idea what to do with the pension fund I accumulated during my time there. Keith was personally introduced to me and following an initial meeting, he went through all of my options explaining each one in a clear jargon free manner. Having decided on the option most appropriate for me, Keith organised all of the necessary paperwork in a seamless fashion.

 As promised, he has met with me on a regular basis to review my fund performance and to recommend minor tweaks to my investment portfolio.

I have been delighted with Keith’s expertise in the area of pensions along with his overall service and friendliness and would highly recommend him if you have any queries with regard to your existing pensions or one you may have left behind in a previous employment.

Contact Orca Financial Group
D: +353 (1) 210 3030

Declan Farrell

“Pensions and investments has always been a scary area for me. Keith and the team at Orca have helped me to understand where I am today and make decisions that have improved the management of my portfolio. My questions are answered quickly and comprehensively. I feel listened to and well informed on matters affecting me.”

Contact Orca Financial Group
D: +353 (1) 210 3030

Declan Farrell

“Pensions and investments has always been a scary area for me. Keith and the team at Orca have helped me to understand where I am today and make decisions that have improved the management of my portfolio. My questions are answered quickly and comprehensively. I feel listened to and well informed on matters affecting me.”

Contact Orca Financial Group
D: +353 (1) 210 3030