Taking care
of your future
Relationship and expertise are the cornerstones of our business. Orca expert team will take care of your financial future by guiding you through the process and provide you the best advice and solution on the market. Our services will ensure you have all of your financial aspects covered.
We take care of your financial
peace of mind, with life, pension,
investment and wealth management
opportunities.
Our team take the time to
understand your life style and life
stage, so that we can offer you
optimum financial services and advice.
“Personal approach and
trust are the most
important values in Orca.
We’re providing both to
each of our clients”
Life & Pensions Director, Orca Financial Ltd.
Firstly and most importantly we listen. You, as our client, advise us of where you are currently in your financial life-path and what your financial goals and hopes are for the future. This is the one of the most important stages of our financial process, you advise us what your hope is for your life in the future for each stage of the lifecycle.
Secondly we review your current financial position and calculate the cost of your current lifestyle and what the cost would be of your desired lifestyle. We will advise on any areas on which we can reduce your costs and recommend.
Thirdly we show you how to achieve financial independence and peace of mind.
Finally we review. We carry out regular reviews to track how your financial plan is working for you and to modify your financial needs as necessary.
• How is your current financial plan performing?
• Are you prepared to handle unexpected events
(Job Loss, disability or death)
• How will you finance for children’s education?
• How much money will you need to retire?
• When can you retire?
• Will my children be liable for inheritance tax?
Your client service team
Our team have over 80 years of Financial Management experience and are dedicated to giving you tailored financial advice, to ensure your future is protected. Contact any of our team directly today. As a team we offer a highly personalised service, and have a long standing trust with all of our customers. We have exceptional industry knowledge, and are constantly up skilling on the latest financial industry updates and changes. As we educate ourselves, we will educate you!
Managing Director
SARAH MC GURRIN
Head of Life & Pensions
STEPHEN BYRNE
Company Director
EMMA SKERRITT
Operations Manager
Senior Financial Advisor
MICHAEL LYNCH
Financial Advisor
DONNA DEMPSEY
Senior Administrator
LESLEY-ANNE HYNES
Life & Pensions Administrator
“We take care of our clients financial future
by adding value to every aspect of their
financial lifestyle.”
John Molloy MBA
Managing Director
Expertise & Background
Together with co-director Stephen Byrne, John founded Orca Financial in 2004 to provide a first-class service in financial planning. His main focus is on helping clients managing their financial affairs, ensuring that clients have everything in place to meet their current and future financial needs and expectations.
Before establishing Orca Financial, John spent almost 20 years in Senior Management positions in Norwich Union, Prudential and Irish Life. At Permanent TSB, John was their Nationwide Pensions Sales Development Manager.
John holds an honours MBA from the UCD Smurfit Business School.
Contact John
M: +353 (87) 258 6039
D: +353 (1) 210 3030
Areas of Expertise
Family & Career Building Years
Business Owners & Executives
Company Schemes
Retirement Planning
Retirement Ready
John has worked with
“We take care of our clients financial
future by adding value to every aspect
of their financial lifestyle.”
Stephen Byrne
Company Director
Expertise & Background
Co-director and co-founder, Stephen Byrne has 15 years’ experience in Commercial/Residential Property and Lending. Stephen works mostly with individual clients who are looking to achieve alternative senior debt solutions via private funding for new projects.
Having completed his third level education in Trinity College Dublin in 1999, Stephen and worked in the B2B/E-commerce sector. His passion for property led to a gradual shift into the residential/commercial market. By 2006 Stephen personally managed in excess of €60 million in assets.
Contact Stephen
D: +353 (1) 210 3030
Areas of Expertise
Debt Management
Asset Management
Commercial Funding
Land Acquisition and Disposal
Stephen has worked with
“Personal approach and trust are the
most important values in Orca. We’re
providing both to each of our clients.”
Sarah McGurrinn CTA, QFA, FLIA, SIA
Head of Life & Pensions
Expertise & Background
Sarah is a qualified Tax and Financial Advisor with over 15 years’ experience in the Financial Services Sector, with one of the major life companies. Sarah joined Orca Financial in 2005, bringing with her a wealth of experience in Life Insurance, Retirement Funding, Inheritance Tax Insurance, Tax Planning and Investment Advice.
Sarah’s role at Orca Financial is creating, managing and implementing comprehensive financial plans that make the most of each client’s individual resources.
Contact Sarah
D: +353 (1) 210 3030
Areas of Expertise
Family & Career Building Years
Business Owners & Executives
Company Schemes
Retirement Planning
Retirement Ready
Sarah has worked with
future by adding value to every aspect
of their financial lifestyle.”
Emma Skerritt QFA, APA(GEN), BBS
Operations Manager
Expertise & Background
Emma joined the Orca Financial team, with over five years’ experience in the financial services industry. Before working in financial services, she worked for many years in a healthcare management role before deciding to return to her studies.
Emma started her career in financial services administration before moving into a financial advisor role. She moved to Orca Financial as Operation Services Manager in 2018 and has since built an excellent relationship with all our clients.
Emma is a qualified financial advisor (QFA and APA general insurance) and holds an honours bachelor’s degree in Business Studies from UCD.
Contact Emma
D: +353 (1) 210 3030
future by adding value to every aspect
of their financial lifestyle.”
Lesley-Anne Hynes QFA, RPA
Life & Pensions Administrator
Expertise & Background
Lesley-Anne joined Orca Financial in January 2022, with over 20 years’ experience in the financial services industry. Lesley-Anne began her career in Zurich Life (then Eagle Star), before moving to financial services brokerages in management and support roles.
Lesley-Anne is a qualified financial advisor and holds the prestigious RPA qualification. She has vast knowledge of pensions and life insurance products and has been a very welcome addition to our team.
Contact Lesley-Anne
D: +353 (1) 210 3030
future by adding value to every aspect
of their financial lifestyle.”
Keith Hannon QFA, RPA, SIA
Senior Financial Advisor
Expertise & Background
Keith has 26 years of experience in the financial services industry, here in Ireland and in the UK. He has worked in Broker Consultant roles for both Canada Life and Aviva. In 2005 Keith joined MBL Financial Services as a Financial Broker, and in 2013 joined Orca, taking over a portfolio of private and corporate clients.
At Orca, Keith provides advice on all aspects of personal financial planning, with a particular emphasis on Retirement Planning and Estate Planning. He works closely with his clients to understand their goals, aspirations and what they want the rest of their lives to look like. Together with his clients, he works out the cost of their current and future lifestyle, and helps them create a roadmap to financial independence and peace of mind.
In 2002 Keith became a Qualified Financial Advisor. In 2014 he undertook the Professional Diploma in Retirement Planning Advice and in 2016 the Professional certificate in Asset Management, passing both with flying colours, earning the prestigious RPA and SIA designations.
Contact Keith
D: +353 (1) 210 3030
future by adding value to every aspect
of their financial lifestyle.”
Donna Dempsey
Senior Administrator
Expertise & Background
Donna joined Orca Financial in 2008, in our administration and customer support team. Prior to joining the team at Orca Financial, Donna completed her undergraduate course in English & History in UCD and was awarded a prestigious bachelor of arts degree in 2005. Following her degree, Donna began her career in financial services with a life and pensions broker before joining the team at Orca Financial. Donna has completed her professional pensions and life insurance qualifications and plans to sit further exams in the near future.
Contact Donna
D: +353 (1) 210 3030
future by adding value to every aspect
of their financial lifestyle.”
Michael Lynch QFA, RPA
Financial Advisor
Expertise & Background
Michael joined the team Orca Financial in 2019. Prior to joining the team, Michael worked in administration and also as a junior financial advisor in a life and pensions brokerage. He completed his QFA in 2014, and is currently working towards the retirement planning advice certification.
Contact Michael
D: +353 (1) 210 3030
future by adding value to every aspect
of their financial lifestyle.”
Caoimhe O’Neill-Jenkins
Life and Pensions Administrator
Expertise & Background
Caoimhe joined Orca Financial in August 2022, bringing over 15 years of valuable experience in the financial services industry. Her expertise spans branch operations, personal finance, pension administration, and wealth management support. Caoimhe’s keen eye for compliance and exceptional client service make her an invaluable asset to our team. With her contributions and deep industry understanding, we are confident in delivering outstanding financial solutions to our clients.
Caoimhe holds the prestigious Wealth Management Professional qualification as well as QFA designation.
Contact Caoimhe
D: +353 (1) 210 3030
The Orca Financial Guide to understanding how financial advice works and how good financial advice matters
Why good financial advice matters?
Financial advice is on-going process. It’s important that you have someone who is keeping their eye on the ball for you – helping you to avoid costly pitfalls and looking out for wealth building opportunities as they arise.
What do we offer?
We provide the full range of trust, tax and insurance solutions.
- Cashflow Planning
- Retirement Planning
- Risk Management
- Investment Management for personal assets
- Investment Management for pension assets
- Specialist Guidance on estate and succession planning
- Tax efficient investments
Why Orca Financial?
At Orca our approach is simple; it’s not all about the money. Yes, we deliver expert financial advice and we have a team full of proficient individuals that can provide information on pensions, investments and tax. But, what it’s really all about, is YOU.
We want to know your worries, your dreams, your aspirations and your ambitions. Then we’ll use our experience, knowledge and expertise to make it financially possible to provide you with the peace of mind and confidence to go and live the life you want. We believe that the Orca Financial Planning Team and our clients are one big family with common goals and a shared vison of the future.
The Orca Financial Group was established in 2004 and we have office locations in both Dublin & Portlaoise.
Here is what we don’t do.
Here are five areas where we do not offer advice. We may not be the appropriate fit for you if these things are essential to you.
- We don’t like talking about financial products any more than you do, but we’re here to assist you.
- We won’t pretend to predict when “the market” will peak, recover, or simply bob along for months at a time.
- We have no idea where the next “hot” investing concept will come from. Or what the best-selling fund will be this year.
- We make no claim to being able to predict when the ideal timing is to enter or exit the stock market. We strongly believe the only thing that matters is time in the market.
- We are not here to deceive you. If your goals are not attainable based on your current financial circumstances, we will tell you this.
