About us

Learn more about who we are and how we can help with your financial wellbeing.

Established in 1989

Gallivan Financial was founded by Tadgh & Annamaria Gallivan in Killarney, Co. Kerry.

Our Approach

We Take Your Financial Security and Success Personally

At Gallivan Financial we take a personal approach to your financial security and ambitions. The better we know you, the better understanding we will have in assisting you to achieve your financial aspirations. The first step in the process is a meeting where together we will review financial and family circumstances. We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.

Gallivan Financial, founded by Tadgh & Annamaria Gallivan in Killarney, 1989 (formally Tadgh Gallivan Insurances Ltd, rebranded as Gallivan Financial in 2013), has a long-established reputation in looking after the needs of our clients. This reputation has been hard-earned and is based on trust placed in us by our clients and our commitment to excellence in both the advice we provide and the service we give. When you deal with Gallivan Financial, you get consistency in the client-focused advice you receive, everything is geared around long term relationships with our clients. We value our people and invest in our people. By giving you the highest quality of service in an environment where you can plan for your financial future in comfort, we can work well with you no matter who you are (personal or business). In adopting this attitude, we aim to ensure that our corporate and private clients are totally satisfied with every aspect of their dealings with us, and with the outcomes, we achieve on their behalf. We pride ourselves in being a professional firm of financial advisors and portfolio advisors.

We believe it is an approach that works. By applying our expertise to the opportunities and challenges our clients face, we build a bond with them, deliver realistic solutions and constantly strive to exceed their expectations. This has resulted in the organic growth of a locally owned company. We draw on our unsurpassed experience in the financial services sector to ensure best practice is always adhered to. Our aim is to ensure the long-term prosperity of our clients. This means that no matter how straightforward or complex their circumstances may be, Gallivan Financial can help.

At Gallivan Financial we offer independent advice to both individuals and businesses in the core areas of Life/Serious Illness covers, Pensions, Savings, Investments, Mortgages and General Financial Planning. We provide advice on a fair analysis basis and we offer fee-based financial advice as well as non-fee based. We offer the best product, at the best price, best suited to your needs. We have extensive knowledge in wealth management services to individuals, sole traders and companies.

Our Team

"The principle that has underpinned our approach to business is our client support team who underpin the advice and service provision now and in the future."

Individual care and attention

Clients are the lifeblood of our business therefore each client, irrespective of whether business or personal, receives the same degree of professional care and attention, and will be the beneficiaries of a significant academic capital that exists within our organisation.

More knowledge, leads to better advice

Having garnered a true understanding of your current financial circumstances, we will therefore customise recommendations that are specifically tailored to your requirements, whilst at all times remaining focused on the realistic affordability of same. We will also take into account your employment/tax classification to ensure all recommended options maximise your tax efficiency.

Testimonials

What our clients think

We help people reach their financial goals from all stages, either young professionals, just starting their career or more seasoned customers, who know what they need.

“Words can’t express the gratitude both Hugh & I feel for not only your assistance in finalising my pension needs last week, but also your extraordinary level of personal attention and wonderfully consistent wise informed and supportive advice and assistance to myself for the past many years. You moved into the affectionate position of valuable friend a long time ago.”

"My wife and I have dealt financially with Fergal Smith and Gallivan Financial for over seven years. Throughout this time we have been very happy with the advice, the care and attention, and the service that we have received. We trust in the advice and guidance that we have received and a solid relationship has been formed. We believe that the service is geared specifically to our needs and is adaptable to changing circumstances."

"We got in touch with Fergal Smith and Gallivan Financial after getting a glowing reference from a friend. We met with Fergal and he has been a pleasure to deal with. Being new to this he really put us at ease straight away and answered all our questions and queries. We look forward to working with Fergal and Gallivan Financial for many years to come. "

"We are extremely happy with the service from Gallivan Financial. We use their company for pension and investment. The staff are very friendly and approachable and always provide a high level of customer service. We would highly recommend other people to have their business with them "

“I have known Fergal Smith of Gallivan Financial for almost 10 years now since we joined a local business group in Killarney around the same time. Fergal is very personable, very knowledgeable in his field and efficient in all that he does. I have referred clients of mine to Fergal and Gallivan Financial for Investment, Pension advice etc and will continue to do so as the feedback is always positive. I would have no hesitancy in recommending clients to Fergal and his team"

“I found Gallivan Financial to be a very professional service to deal with. They provided solid advice. Their level of knowledge and no pressure tactics instilled great trust in their service.”

“I have known and gone to Eugene for over two decades for my family protection. He cares as much about my family safety as I do and that is a rare, rare thing. He goes beyond the call of duty and I cannot recommend him enough. I would not go to anyone else because no one else is the best. Everyone wants the best especially when it comes to their nearest and dearest so it’s a no brainer. Eugene is the one and only. There is no one like him and I have met a lot of people in his industry. He is an expert in his field, you can trust him and he’s a genuine person.”

“We would like to say how happy we are with Eugene Cosgrave looking after our investment accounts. He has always been very efficient and professional in our dealings and always explain very well the products available to us to invest in. Any queries we have are dealt with promptly and efficiently. He is always very cheerful, chatty and a pleasure to deal with.”

“We have been clients of Eugene Cosgrave for almost twenty years, and with good reason. He is knowledgeable, professional and always has our best interests at heart. He keeps us informed, and up to date, and never lets a question unanswered. When I decided to take early retirement, he gave me advice, on how to take full advantage of my AVC, something I did not know was possible, and would have missed out on, but for him. We consider ourselves very lucky to have Eugene as our financial advisor, and would recommend him very highly."

My initial contact with Eugene was in relation to putting in place a pension plan. Since then, Eugene has met and surpassed my expectations of working with a financial advisor. As well as the pension plan, Eugene has helped me put in place a critical illness cover plan, a life assurance plan and a family savings plan. I felt very comfortable throughout the difference processes and had any questions answered in plain language I could understand. He went through everything methodically and clearly, explaining in simpler terms what needed to be done to secure my finances and plan for the future. Eugene provides clear, simple, information delivered in a friendly and knowledgeable manner. I would highly recommend Eugene as a financial advisor."

Superb, highly recommended, best in class. I’ve been working with Fergal Smith and his team for over ten years. Fergal is highly knowledgeable and an expert in all financial services, his advice and policies are all bespoke to match our best needs at each stage of our life. My wife works in the public sector and I’m in the private sector. Each policy / advice Fergal has given us is tailored to suit us (the customer). Fergal finds products for his clients, not clients for his products."

“Fiona and I are very happy to recommend Gallivan Financial. We find the service excellent. In particular you have personally guided us financially during many years of a busy work life. Your in-depth knowledge of personal fund thresholds and pensions has insured a smooth transition into retirement for us. The personal service you provide for us is first class.”

About us

Gallivan Financial was founded by Tadgh & Annamaria Gallivan in Killarney, Co. Kerry.

Our Approach

We Take Your Financial Security and Success Personally

Our Team

"The principle that has underpinned our approach to business is our client support team who underpin the advice and service provision now and in the future."

Tadgh Gallivan, MIPAV, Founding Director: Gallivan Financial

Noelle O’Connor, Financial Services Administrator

Fergal Smith Q.F.A, R.P.A, Financial Services Manager

Eugene Cosgrave Q.F.A, R.P.A, Financial Advisor

Individual care and attention

More knowledge, leads to better advice

Testimonials

What our clients think

Tadgh Gallivan

MIPAV, Founding Director: Gallivan Financial

Noelle O’Connor

Financial Services Administrator

Fergal Smith

Q.F.A, R.P.A, Financial Services Manager

Eugene Cosgrave

Q.F.A, R.P.A, Financial Advisor

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