Bringing the future into the present so we can do something about it today.
At Pinnacle Financial, we are on a mission to educate and motivate people to make better financial decisions so they can live better, longer and happier lives.In today’s world, there is no shortage of information about physical and mental well-being – but very few people are talking about financial well-being. We aim to play a part in filling this gap. Financial well-being, in our view, is the ability to do the things you want to do, when you want to do them, with the people who matter most to you – without financial limitations.
We are a family-owned company with over 40 years in business. Initially set up by Sean O'Connor in 1978, Darragh O'Connor has been a driving force behind the business for the past 7 years. Darragh has big ambitions to transform Pinnacle into a nationwide company with the goal of helping as many people as possible take control of their future through sound, professional financial planning.We believe we are unique in the sense that we have built a company based on first class customer service, building long standing relationships and providing tailored, personalised recommendations to everyone we work with. In addition, we are technology geeks and ensure we are keeping up with the most sophisticated software on the market – ensuring better client outcomes.
MEET YOUR TEAM OF COMMITTED EXPERTS
Darragh O'Connor QFA BBS
Financial Planning Adviser
Darragh is a Qualified Financial Advisor with over 10 years’ experience advising both personal and corporate clients in all areas of Personal Financial Planning. He has gained vast experience working for some the largest financial companies in Ireland as well as specialist boutique advisory brokerages.
Darragh is an expert in Personal Protection Insurance, Retirement Planning, Investment Consultancy and Business Protection Insurance.
He holds an Honours Degree in Accounting and Finance from Dublin Institute of Technology, a Diploma in Financial Advice from the School of Bankers, Ireland, and he is currently studying for a Post Graduate Diploma in Financial Planning and a Masters in Financial Services in University College Dublin, Michael Smurfit Business School.
Principal & Financial Planning Adviser
Sean began his working career as a primary school teacher. During this time, he began working part-time with a friend’s financial advisory brokerage where he specialised in Children’s Educational Savings Plans. In 1982, Sean took a leap of faith, left his job as Deputy Principal of the local primary school in Firhouse and founded his own financial planning brokerage.
Over all these years, Sean has worked with a wide range of clients, over all occupations and professions, and has gained extensive knowledge in all areas of Personal Financial Planning, specialising in Personal Financial Protection, Retirement Planning, Investment Consultation and Business Protection Insurance.
Peggy has been working with the company for over 20 years where she has headed up the day to day running of the business and previously worked in the Department of Justice. This is her first role in Financial Services. Her role involves management of applications once submitted, following up medical reports and ensuring that policies are issued in a speedy and timely manner. She is also in charge in compliance and managing client files.
Eileen has been working with the company for 15 years and has been the office manager for the past 12 years. She is the person behind the scenes who keeps the company on track and in business.
Eileen also looks after the administration and booking keeping.
HELPING PEOPLE LIKE YOU ON THEIR FINANCIAL JOURNEYS
FINANCIAL JOURNEYS STARTED
At Pinnacle Financial, we take the role as your trusted adviser seriously, and that is why we give you the same care and attention as we would with our own family. We strive to build personal relationships with each and every one of our clients, remaining accessible at all times. We work with you on your financial journey over the long-term, helping you achieve your financial destination throughout your lifetime and for future generations.
When you work with Pinnacle Financial, you can take comfort in knowing we will always be by your side to help guide you.
OUR COMMITMENT TO YOU
We believe in a collaborative experience built on straight-forward communication.
We provide clear and simple tailored information.
We are committed to being unambiguous and jargon free.
We believe in 100% transparency with our fees.
You deserve more than just someone who understands money. You deserve an advocate who understands you.
We are devoted to equipping you with all of the information needed for you to make informed decisions.
We promise to maintain the highest standards at all times.
We ensure that everything we do is to help you.
We have been here since 1982 and have helped our clients for generations.
Our expertise speaks for itself. Our 35 years in service means that we know how to adjust your plans to meet your changing needs.
We furnish you with the right advisor for your circumstances.
We are dedicated to providing you the with best client experience possible.
DON'T BELIEVE US?
THEN LISTEN TO OUR CLIENTS.
"We turned to Pinnacle Financial to help us put our life insurance and income protection in place for our first mortgage. Darragh could not have been more professional and helpful. He went out of his way to meet us at times that suited our schedules and he clearly explained what cover we needed from a statutory point of view and gave us great advice on the extra cover we should consider based on our careers, ages and health. I couldn't recommend Pinnacle highly enough!"
- David Gibbons, C.O.O, Swift Comply