Anna O'Mahony
QFA, RPA, Diploma in Wealth & Taxation
Managing Director of AOM Financial Services
Anna founded AOM Financial Services in 2024 with a vision: to offer each client a truly personalised, one-on-one experience. In a world increasingly dominated by digital banking and growing brokerages that can feel cold and impersonal, she is dedicated to maintaining a boutique approach that ensures she is always accessible to her clients. Anna believes in crafting tailored advice that encompasses her clients' entire financial journeys - past, present, and future - so she can help safeguard their future and optimise their wealth and tax efficiency.
With over 35 years of rich experience in the financial services industry, Anna is a distinguished Qualified Financial Advisor. Along with being a Qualified Financial Advisor she holds a Diploma in Wealth Management, a Diploma in Taxation and a Certificate in Retirement Planning Advice. Her diverse career spans roles at prestigious institutions like AIB and Bank of Ireland Life, as well as various brokerages, equipping her with a wealth of knowledge and expertise. Serving clients across the beautiful Cork and Kerry regions, Anna excels in areas such as business and inheritance succession planning, investment strategies, pre- and post-retirement planning, and self-directed and self-administered pensions.
Having recently made the enchanting Kerry her home, Anna finds joy in exploring its stunning walking trails. Her interests extend beyond finance; she has a deep passion for interior design and landscaping, where she delights in envisioning and executing transformative improvements. In recent years, Anna has embraced yoga, which not only enhances her physical well-being but also provides a serene space for mental clarity and rejuvenation.
OUR INSIGHT
Our Vision
We combine insight, knowledge and experience to create meaningful outcomes.
With access to a wide variety of Life and Investment companies, we aim to give our clients high-quality options at competitive pricing.
You will have a personal service with direct contact at all times.
History
We research all available options to find the best solution for your needs.
Experience
We create a strategy to achieve your financial goals.
Customer Satisfaction
We monitor your investments to keep them on track.
What Our Clients Say
Anna has been our financial advisor for almost 20 years. As medical consultants, we don’t have time to devote to our money management. Anna has guided us on every step over the years about pension/ retirement planning, education funds for kids, how to structure investments, mortgages, life assurance, and savings plans. Anna also has liaised with our accountant over the years. She knows our family, our needs and understands our expectations. Her service is highly professional and personalised. I have recommended her to several of my consultant colleagues. We feel confident in entrusting Anna with all aspects of our finances.
N O’Rourke
Anna started looking after my finances in 2020. With patience and perseverance, she finally got me to start paying more attention to how I was dealing with money and planning for my future. I am pleased to say that over the years my wealth has not only improved, it also helped me to progress to retirement in a much healthier position. She has since started to look after my children, and I am happy that they are in safe hands.
Tim, Cork
I have had the pleasure of dealing with Anna over the last 9 years. She has guided me through my working life into retirement and personally looked after everything I needed. She made sure that I fully understood anything that she proposed for me and never felt under pressure to do business. I became much more tax efficient in my financial decisions and was educated in how the investment world works. I am happy to recommend her services to anyone.
John, Cork