About Us

Pat O’Reilly QFA PTP RPA

Pat founded WP O’Reilly & Associates Ltd in 1984. With over 50 years of experience in the financial services industry, Pat is recognised as a leader and expert in all aspects of financial planning, including investments, pensions and protection. His extensive career and accreditations over the years in the financial services industry are testament to his dedication and enduring expertise and commitment. As Director of WP O’Reilly & Associates Ltd, Pat leads a team of dedicated financial planning professionals. His visionary approach and unwavering dedication to client service have been the cornerstone of the firm’s success and reputation for excellence. Pat’s deep knowledge and hands-on leadership ensures that every client receives personalised, high-quality advice tailored to their unique financial goals. Pat’s commitment to the industry is reflected in his active involvement with the Life Insurance Association and Brokers Ireland and his continuous pursuit of excellence in financial advisory services. His leadership and mentorship have not only shaped the success of WP O’Reilly & Associates Ltd but also contributed to the professional growth of the team and those who have gone on to carve successful careers of their own as a result of Pat’s mentorship.

Beyond his professional achievements, Pat is dedicated to giving back to the community and upholding the highest standards of corporate social responsibility. His balanced and dynamic approach to life and work is further enriched by his personal interests and hobbies, which he enjoys sharing with family and friends. Under Pat’s guidance, WP O’Reilly & Associates Ltd continues to thrive, setting new standards in financial advisory services and maintaining its position as a trusted name in the industry.

Niamh O’Reilly QFA RIA

Niamh, a Qualified Financial Adviser, has been an integral part of WP O’Reilly & Associates Ltd since 1993.  With almost four decades of experience in the financial services industry, Niamh possesses profound expertise and deep insight into various facets of financial planning. Niamh’s extensive background in financial services enables her to provide comprehensive advice and assistance to clients across all areas of financial planning. She specialises in mortgages and life assurance, ensuring that clients receive expert guidance to meet their unique needs and goals. Niamh oversees the daily operations of the firm, fostering a culture of excellence and ensuring that the team delivers the highest standard of service. As the firm’s Compliance Officer, she also ensures that WP O’Reilly & Associates Ltd adheres to all regulatory requirements, maintaining the firm’s commitment to integrity and transparency.

Behind every successful man is a strong woman, and that is certainly the case with Niamh and Pat! Their partnership and shared commitment to the firm’s values have been instrumental in WP O’Reilly & Associates’ success. Outside of her professional achievements, Niamh is passionate about music and often doubles as our wonderful singing entertainer during staff nights out!

Brian Gaffney QFA RPA BA 

Brian, our seasoned Qualified Financial Adviser and Retirement Planning Adviser, joined WP O’Reilly & Associates Ltd in 2005, bringing with him over 40 years of impressive knowledge and expertise in financial services. Brian is a recognised expert in all aspects of financial planning and his vast knowledge of pensions, in particular, sets him apart and enables him to provide comprehensive advice to our clients. Throughout his tenure, Brian has consistently demonstrated his commitment to delivering personalised financial solutions that meet the evolving needs of our clients. His dedication to excellence and client satisfaction underscores his role as a trusted and respected adviser within our firm.

Ciara O’Reilly QFA PTP RPA

Ciara rejoined WP O’Reilly & Associates Ltd in December 2023, injecting youthful energy and a fresh perspective into our team. Coming from a family deeply rooted in financial services, Ciara as Pat and Niamh’s daughter has embraced the company’s values and mission with a strong commitment. With over a decade of experience in the financial services industry, Ciara has established herself with a proven track record in administration, financial advice and retirement planning. Starting her career at WP O’Reilly & Associates as an administrator, Ciara built a solid foundation in essential financial services. She further honed her expertise by working for some major providers in Ireland, including Irish Life and Standard Life, where she accumulated valuable insights and experience spanning over seven years.

Now a Qualified Financial Adviser, Pension Trustee Practitioner, and Retirement Planning Adviser, Ciara plays a pivotal role in guiding our clients towards their financial goals. In addition to her advisory role, Ciara oversees various administrative operations of our team, ensuring seamless and efficient workflow. Ciara is passionate about providing financial advice and education, particularly to the younger generation, on their specific financial needs. Her dedication, comprehensive knowledge, and leadership make her an invaluable asset to WP O’Reilly & Associates Ltd, dedicated to delivering exceptional service and financial guidance to our clients.

Miriam McManus QFA RPA

Miriam joined WP O’Reilly & Associates Ltd in August 2011, initially starting as an administrator. Now a Qualified Financial Adviser and Retirement Planning Adviser, Miriam is dedicated to empowering her clients with sound financial advice. She also holds a Diploma in Business Management, enriching her strategic approach to financial planning. Miriam is known for her exceptional interpersonal skills and ability to connect with people. Her genuine care and understanding make her a trusted adviser who clients rely on to guide them through their financial journey and achieve their long-term goals. With a comprehensive understanding of protection, pensions and investments, Miriam excels in crafting tailored financial solutions that meet the diverse needs of her clients. She is particularly passionate about protection, ensuring that her clients’ income and assets are safeguarded against unforeseen circumstances.

Sinead Boylan QFA FLIA

Sinead joined our team in 2013 and has over 35 years of invaluable experience within the insurance industry. Having held pivotal roles at Canada Life and IFG Private Clients, she has garnered extensive knowledge across pensions, investments, protection, and mortgages. At WP O’Reilly & Associates Ltd, Sinead plays a crucial role as the leader of our dynamic administration team. Her profound understanding of the business extends to all aspects of financial services, making her a go-to resource for advice and expertise within our organisation. Sinead is known for her deep knowledge and strategic insights, which she leverages to ensure that our clients receive the highest level of service and personalised financial solutions. Her leadership and dedication contribute significantly to the firm’s success in delivering comprehensive financial planning services.

Lisa Cummings QFA LCI BSc

With nearly two decades of experience in financial services, Lisa joined the WP O’Reilly team in 2018, bringing a wealth of expertise and dedication to her role. As a Qualified Financial Adviser and holder of a Level 7 Professional Diploma in Compliance from The Compliance Institute, Lisa plays a pivotal role as our Compliance Specialist. In her capacity, Lisa collaborates closely with our Head of Compliance, Niamh, to ensure adherence to regulatory standards and best practices.

Her meticulous attention to detail and comprehensive understanding of compliance principles are integral to maintaining the firm’s commitment to excellence and integrity. Lisa’s dedication to her profession and commitment to delivering high-quality service make her an invaluable asset to WP O’Reilly & Associates. Her role ensures that our operations are conducted with the utmost transparency and adherence to regulatory requirements, safeguarding the interests of our clients and the firm alike.

Gabrielle Grehan QFA

Gabby joined WP O’Reilly & Associates in May 2022, bringing with her over 35 years of experience in the financial services industry. As a former bank manager at AIB, Gabby has honed her expertise in mortgages, portfolio customer management, and general customer service. She is now a Qualified Financial Adviser and applies her wealth of knowledge and skills as a valued member of our administrative team. Gabby’s dedication and proficiency make her an integral part of our team, contributing to our mission of providing exceptional customer service to our clients and sales support to our advisers.

Barbara Kavanagh APA

We welcomed Barbara to our team at WP O’Reilly & Associates Ltd in October 2022, bringing with her more than 20 years of experience in the financial services industry. Barbara began her career at Irish Life Assurance, specialising in Protection New Business. Her extensive background equips Barbara with deep expertise in financial services, particularly in the strategic management of protection products. As a seasoned professional, Barbara’s insights and proficiency enhance her role at WP O’Reilly & Associates Ltd, where she continues to excel in delivering exceptional client service. Barbara’s dedication to excellence and her proven track record making her a highly valued member of our team, committed to providing exceptional customer service to our clients and sales support to our advisers.

Ann Manning

Ann joined the team at WP O’Reilly & Associates Ltd in 2020, assuming the role of Head of our Accounts Department. With a wealth of experience accumulated over many years in financial management and administration, Ann brings a seasoned perspective to her position. Her tenure in this critical role underscores her proficiency in overseeing financial operations with precision and diligence. Ann’s dedication to maintaining robust financial practices ensures that our clients and our firm benefit from sound financial stewardship.

Mark O’Reilly MSc

Mark joined our team at WP O’Reilly & Associates Ltd in 2024, bringing a strong academic background and a passion for financial planning and asset management. He holds a Bachelor’s degree in Economics & Finance from Technical University Dublin and is currently completing his Master’s degree in Finance at UCD Michael Smurfit Business School. Mark’s academic achievements reflect his dedication to understanding the intricacies of financial markets and investment strategies. His particular interest in financial planning and asset management underscores his commitment to helping clients achieve their long-term financial goals with informed decision-making and strategic advice.