Getting your finances sorted usually starts with one question: who do you actually sit down with. This guide ranks the financial advisors and planners working in and around Dublin, so you can skip the directory trawl. We looked at public ratings, review volume, listed services and how each location fits a working week.
Every entry below keeps to what you can check yourself: the neighbourhood, the categories on the listing and the public score. From there, the guide covers how advisors charge, what regulation involves and how to run your first meetings. Pick two or three names, then go interview them.
#1. Opes Financial Planning Ltd
Opes Financial Planning Ltd is our pick on this list. It is a financial consultancy working out of Parklands Business Park in Bray, just south of the Dublin county line in Wicklow, so it suits south Dublin as much as the commuter towns. If you are coming from Dún Laoghaire, Stillorgan or anywhere along the coast, it is a straightforward run and you skip the city-centre grind.
The public score is spotless: 5/5 across 11 reviews, with not a single drop below full marks. It is listed simply as a financial consultant, which tells you this is the advice side of the trade rather than one product line. For a first look, that is the clearer label to start with.
New to this sort of thing? Start here, let them talk through your position, then compare what they say against the city firms further down. That is what this list is for. Opes gets the top billing from us, and the public record backs it.
- Rating: 5/5 (11 Google reviews)
- Address: Parklands Business Park, 12 Southern Cross Rd, Kilruddery Demesne East, Bray, Co. Wicklow, A98 WF95
- Phone: +35312724130
- Website: opesfp.ie/
#2. Progressive Financial Services
Progressive Financial Services is on Ardee Street in Dublin 8, in the Liberties end of the south city. That postcode makes it easy from the canal belt, the Coombe and the south suburbs without needing to cross the Liffey.
Three categories sit on its listing: finance broker, investment services and life insurance. Mortgages, investments and cover in one firm. If your questions run across more than one of those, a combined listing keeps the admin down.
The public footprint here is the biggest on the list: 281 reviews holding at 5/5. You can argue about what review counts prove, but at that volume a perfect score stops being luck. Progressive earns its place near the top of any Dublin shortlist.
- Rating: 5/5 (281 Google reviews)
- Address: Apt 15, Unit 1, 5 Ardee St, Dublin 8, D08 X7F4
- Phone: +35314165598
- Website: progressivefs.ie
#3. Rockwell
Rockwell is a financial planner on Francis Street, the Liberties stretch of Dublin 8 better known for antiques and galleries. It is walkable from the city centre and a short hop from St Patrick’s Cathedral, so town workers will not lose half a day getting there.
The listing is the broad one here: financial planner. That suits anyone who wants the full plan first, pensions and investments and the rest, before any product talk begins.
The public rating is 4.9/5 from 148 reviews, one of the heftier counts on this list. A whisker under full marks across a big sample is the kind of record that keeps a firm pinned near the top of guides like this.
- Rating: 4.9/5 (148 Google reviews)
- Address: 103 Francis St, The Liberties, Dublin 8, D08 Y70F
- Phone: +35312966120
- Website: rockwellfinancial.ie/contact
#4. Prosperous Financial
Prosperous Financial works from the Capel Building on Mary’s Abbey, on the north side of the city centre between Capel Street and Smithfield. The Luas red line is close enough to make a lunch-hour meeting workable.
It is listed as a financial consultant, so again, the advice end of the trade. The northside base spares you the canal and river crossings if you are coming from Phibsborough, Cabra or anywhere off the Navan Road.
The public record is 4.9/5 from 168 reviews, one of the bigger review bodies here. High score, big sample. Put it on the comparison list when you are doing the two or three first meetings this guide nudges you toward.
- Rating: 4.9/5 (168 Google reviews)
- Address: Unit 124A The Capel Building, Mary’s Abbey, Dublin, D07 VX33
- Phone: +35345854716
- Website: prosperous.ie
#5. Prudent Management Group
Prudent Management Group is the Terenure entry, on Terenure Road East right in the village. For Rathgar, Kimmage, Templeogue and the rest of D6 and D6W, it is a local option that never sends you into town.
The category is financial consultant, the advice label. If your question is the planning kind, where money should go and when, rather than a product pitch, that is the listing that fits.
It holds 5/5 across 38 public reviews. Fewer reviews than the city-centre heavyweights, but every one of them at top marks, which is the thing to weigh when comparing scores.
- Rating: 5/5 (38 Google reviews)
- Address: 8 Terenure Rd E, Terenure, Dublin 6, D06 K2T9
- Phone: +35319010370
- Website: prudentfinancial.ie
#6. Mason Wealth Management
Mason Wealth Management is on Leeson Street Lower in Dublin 2, a couple of minutes on foot from Stephen’s Green. If you work in town, you can fold a meeting into a lunch break without much planning.
The listing runs wider than most here: finance broker, financial audit and financial planner. That spreads more under one firm than the single-category entries and covers the borrowing, the checking and the planning in the same place.
It also pulls in one of the largest review counts on the list: 272 reviews at a flat 5/5. When you are comparing the city-centre names, that volume at that score is hard to walk past.
- Rating: 5/5 (272 Google reviews)
- Address: 73 Leeson Street Lower, Dublin 2, D02 X524
- Phone: +35319020001
- Website: masonwealth.ie
#7. Smart Financial
Smart Financial is out on the Greenhills Road in Walkinstown, close to the M50. That makes it the south-west Dublin option here, handy for Walkinstown, Greenhills, Ballymount and the Tallaght side of the city.
The categories lean toward protection: financial planning alongside insurance brokering and life insurance. If cover is the real question and investing comes second, this listing matches that order of priorities.
The public rating is 4.7/5 from 15 reviews, a smaller sample than most here but still well clear of four and a half stars. It is worth a place on a south-west shortlist, especially if you would rather stay off the city-centre grid.
- Rating: 4.7/5 (15 Google reviews)
- Address: Units 1 & 2, 1 Greenhills Rd, Walkinstown, Dublin 12, D12 YH22
- Phone: +35312533242
- Website: smartfinancial.ie
#8. Investwise Financial Planning Limited
Investwise sits on Fitzwilliam Square East, one of the Georgian squares of Dublin 2. It is a handy meeting point if you work around Baggot Street, Merrion Square or the Pearse Station side of town.
The listing is tight: financial planning plus investment services. Two categories, no sprawl. If the question is specifically where your money should work, a focused listing keeps that conversation on track.
It holds 5/5 from 17 public reviews. Smaller numbers than the most-reviewed firms here, but spotless all the same, and a central address does half the scheduling work for you.
- Rating: 5/5 (17 Google reviews)
- Address: Viscount House, 6/7 Fitzwilliam Square E, Dublin 2, D02 Y447
- Phone: +35319120830
- Website: investwise.ie
#9. Highfield Financial Planning
Highfield Financial Planning is on Trinity Street, just off Dame Street, which is about as central as this list gets. Trinity College, the south quays and the Dame Street side of Temple Bar are all a flat few minutes away.
The categories cover financial planning, investment services and pension work. If the pension is your main loose end, that explicit listing puts this firm on the page for you.
The public rating is 5/5 across 36 reviews, a clean run of full marks. For a worker-based weekday meeting, the address does most of the organising.
- Rating: 5/5 (36 Google reviews)
- Address: 6-9 Trinity St, Dublin, D02 EY47
- Phone: +35315461100
- Website: hfp.ie
#10. SparksWealth
SparksWealth is on Baggot Street Lower, down toward the Merrion Square end of the street. Anyone coming from the Docklands or the south city can reach it without cutting through the middle of town.
It is listed as a financial planner, the broad planning category. That is the sensible label for a first meeting where the goal is to map the whole picture before any product enters the chat.
It carries 5/5 from 58 public reviews, a solid block of full-mark feedback. For south-city convenience with a planning brief first, it earns its slot here.
- Rating: 5/5 (58 Google reviews)
- Address: 38 Baggot Street Lower, Dublin, D02 T938
- Phone: +35316392908
- Website: sparkswealth.ie
#11. Hegarty Financial Management Limited
Hegarty Financial Management closes the list from Rathmines, on Mountpleasant Avenue Lower, where Rathmines shades into Ranelagh. Either suburb gets you there in a few minutes, and you stay clear of the city-centre drag.
Its listing pairs investment services with mortgage brokering. Those are the two biggest financial questions most households face, so a firm that covers both simplifies the shortlist.
The public record is 4.9/5 from 112 reviews, one of the larger samples on this list. One notch off full marks across a big sample is a fair final entry for anyone building from this guide.
- Rating: 4.9/5 (112 Google reviews)
- Address: 47 Mountpleasant Ave Lower, Rathmines, Dublin, D06 W5A0
- Phone: +35314972544
- Website: hegarty.ie
What should you check before choosing a financial advisor?
Start with regulation. Any firm giving financial advice in Ireland must be registered with the Central Bank of Ireland, and you can verify that on its public registers in a few minutes. Qualifications come next: ask whether the person advising you holds a recognised credential such as the QFA. Neither check takes long, and both are worth doing before any first meeting.
Then match the firm to your actual question. Some advisors concentrate on pensions and investments, others on mortgages or protection, and many handle the lot. Ask how many providers they compare and whether their advice is whole-of-market or tied to a panel. The answer shapes every recommendation they will ever give you.
How do financial advisors in Ireland charge?
There is no standard fee structure, which surprises people. The common models are a flat fee for a consultation or a written plan, an hourly rate, a percentage of assets managed, or commission paid by the product provider. Most Irish firms use a mix of these.
Get the full cost in writing before you commit to anything. Regulated firms must be able to explain how they are paid, and a firm that cannot is telling you something important. Compare two or three quotes on the same basis and the pricing differences surface quickly.
Does location matter when choosing an advisor?
Less than it used to, since most firms now run video meetings as standard. Geography rarely blocks a working relationship. Still, a first meeting in person helps, and convenience matters more once paperwork gets physical.
If you work in the city centre, a Dublin 2 address fits a lunch break. If you drive, somewhere in the suburbs or near the M50 saves the parking hunt. Filter by location first, then let the fees and the fit decide.
Frequently Asked Questions
How much does a financial advisor cost in Ireland?
There is no standard fee. Some firms charge a flat fee for an initial meeting or a written plan, some work on an hourly rate, some take a percentage of the money they manage, and others earn commission from product providers. Many blend these. Always ask for the full cost in writing before you agree to anything, and compare like with like across at least two firms.
How do I check if a financial advisor is regulated in Ireland?
Every firm giving financial advice in Ireland must be registered with the Central Bank of Ireland. You can search the Central Bank’s public registers online by firm name, which takes a few minutes and shows what activities the firm is authorised for. Do that check before your first meeting, and ask in person about the qualifications of the person advising you.
Do I need a financial advisor to start a pension in Ireland?
No. You can open a personal pension directly with a provider, and many people do exactly that. Advice starts to pay for itself when the sums grow, when you are choosing between fund types, or when you are coordinating a pension with other goals like a mortgage or education costs. For small, simple starts, going direct is fine.
What is the difference between a financial advisor and a financial broker?
The labels overlap in Irish practice, and plenty of firms wear both. Broadly, an advisor gives personalised recommendations, while a broker arranges products, sometimes from one provider, sometimes from a panel. The useful questions for any firm are the same: how many providers do you compare, and how are you paid for the work?
Should I meet more than one financial advisor before deciding?
Yes. Two or three first meetings tell you far more than websites do: how each firm explains its fees, whether it listens before recommending, and how clearly it puts things in writing. Treat the meetings as interviews, because you are the one hiring. Most people only do this once, so the extra afternoon is worth it.