Work with Garreth

Retirement planning made simple. Start today.

We’ve proudly guided hundreds of clients to achieve their dream retirements and secure their financial futures.

4.9/5 Rating

From over 600 customers

600+

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Sample Study: Teacher's Retirement Plan

A typical teacher's AVC fund at age 60 would be €78,035, but with our optimized plan, it can reach €130,101. This means an additional €52,066 for retirement without any extra contributions.

Financial Education Classes

Our Capabilities

Tailored Solutions for Your Financial Success

At Public & Private Financial Planners, we offer a comprehensive range of services designed to help you achieve your financial goals. Whether you're planning for retirement, seeking protection for your family and business, or looking to invest wisely, our team of experts is here to provide tailored solutions and ongoing support.

Retirement Planning

Plan for a secure and successful retirement with personalised strategies.

Tailored retirement plans based on your unique needs
Maximising your pension benefits and savings
Navigating complex pension rules and regulations
Ongoing support and plan adjustments
Peace of mind with expert financial guidance

Protection

Comprehensive protection plans for your family and business against unforeseen events.

Saving & Investing

Access a diverse range of investment opportunities to grow your wealth.

Public Sector Financial Planning

Specialised financial planning tailored for public sector employees.

Expertise in public sector pension rules
Strategies for maximising public sector benefits
Guidance on additional voluntary contributions (AVCs)
Personalised retirement planning
Comprehensive financial advice and support

98% Client Satisfaction Rate

Our dedication to delivering personalised financial solutions and exceptional service has resulted in a 98% client satisfaction rate. This high level of satisfaction demonstrates the trust our clients place in us and our ability to consistently meet their financial needs.

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Client Satisfaction

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26 Years of Industry Experience

With over 26 years of experience in financial services, our expertise spans investment banking, mortgages, financial product distribution, and personal financial planning. Our deep industry knowledge ensures we provide reliable and effective advice.

€52,066 Average Increase in Retirement Funds

On average, our clients see an increase of €52,066 in their retirement funds through our optimised financial strategies. This significant boost underscores our ability to enhance your financial outcomes without additional contributions.

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Your Financial Expert

Meet Garreth Kelly

Garreth Kelly, with 26 years of industry experience, is dedicated to helping you achieve your financial goals through personalised and expert guidance.

Our Resolved Cases

See the Real Results of the Cases We Have Solved

February 2023

Ciaran, Teacher

I met Garreth a few years ago when he offered to deliver a Financial Wellbeing workshop to the TY students in my school. He built a great rapport with the students and his communication was excellent. Luckily for me, when I needed some financial advice, he again showed these attributes. He was extremely flexible in setting up a meeting with my wife and I, during which he explained everything clearly and gave us numerous options. Most importantly, ultimately we saved money and felt more secure about the decisions we had made for planning our family’s future. From speaking to colleagues, they have all had a similar experience and so I would recommend Garreth without any reservation.

December 2022

Michelle, Teacher

I had the pleasure of working with Garreth Kelly to manage my financial planning, and I couldn’t be more impressed. From the start, he took the time to understand my financial goals, personal situation, and long-term plans. His approach is thorough and personalised, making me feel confident and informed in every decision.

Garreth provided clear and actionable advice on investments, retirement planning, and tax strategies, always breaking down complex topics into easy-to-understand terms.

Thanks to Garreth, I feel more secure about my financial future. I highly recommend him to anyone looking for professional, trustworthy, and attentive financial advice.

November 22, 2023

Michael, University Professor

Michael, University Professor
Our experience of Public and Private Financial Planners has been excellent. Garreth goes out of his way to advise and assist us to make smart decisions. He is flexible, professional, and very knowledgeable. Garreth was recommended to us by a friend and we happily pass the recommendation on to others.

Advisory - October 03, 2023

Financial Restructuring for Manufacturing Company

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Evan, IT Manager Kildare

As an IT professional, I highly value precision, efficiency, and clarity—qualities Public and Private delivered broker delivered in spades. They offered tailored advice for my savings and investment portfolio, simplifying complex options with a clear strategy. Their deep market insights and proactive updates gave me full confidence in their expertise. I now feel secure about my financial future and appreciated their friendly, professional service. Highly recommend for anyone seeking a dependable financial partner!

Siobhan Nurse Dublin

I’ve always struggled to find the time to manage my finances, but Public & Private made the process seamless. They explained my pension options clearly and tailored an investment plan that fits my future goals perfectly. Their team was patient, professional, and genuinely cared about my financial well-being. I now feel confident about my retirement and relieved knowing my investments are in safe hands. Highly recommend them to anyone looking for expert, personalised financial advice.

Catriona, Pharmacist Dublin

As a pharmacist with a busy schedule, I needed expert guidance for my financial planning, and Garreth Kelly exceeded all expectations. He provided clear, tailored advice on my pension planning, investments, life insurance, and income protection. His professionalism and deep understanding of financial products gave me confidence in every decision. Garreth was approachable and made complex topics easy to understand. I now feel secure about my financial future and highly recommend his services.

Pricing & Plan

We Deliver Perfect Pricing and Plan Just For You

"Good business leaders create a vision, articulate the vision, passionately own the vision, and relentlessly drive it to completion."

Mason Adams

CEO Finsco

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Testimonial

Real Reviews from Our Clients About Tangible Results

The Murphy Family, Cork

Public & Private Financial Planners provided us with a comprehensive financial plan that addressed all our needs, from education savings to life insurance. Their tailored approach and ongoing support have made a real difference for our family's financial security.

Mark S, Meath

Working with Garreth has been a game-changer. Their expert guidance on investment strategies has significantly improved my portfolio's performance. I feel confident and supported every step of the way.

Sarah L, Dublin

CFO, Global Corp

Public & Private Financial Planners transformed my financial outlook. Their personalised advice and dedication helped me secure a robust financial plan for my retirement. I now have peace of mind knowing my future is well-protected.

What services does Public & Private Financial Planners offer?

We offer a range of services including retirement planning, protection plans for families and businesses, saving and investing strategies, and specialised financial planning for both public and private sector employees. Our goal is to provide personalised solutions to help you achieve your financial goals.

How can Public & Private Financial Planners help me retire early?

What is the typical increase in retirement funds when working with your planners?

How does Public & Private Financial Planners ensure the protection of my family and business?

What makes Public & Private Financial Planners different from other financial planning services?

How can I get started with Public & Private Financial Planners?