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Who are we?

Tara Financial Partners is an independent financial advisory firm which provides individuals, business owners and families with bespoke financial and investment advice.

Our goal

We provide an efficient, first-class, professional service while retaining the personal touch in helping our clients to protect and grow their wealth. The management are passionate about providing impartial and independent advice tailored to each client’s specific requirements.

Why choose us?

Whether it’s advice on starting or switching your pension, choosing alternatives to deposits, inheritance tax planning, investing your lump sum or putting life cover in place, we can provide the solution.

What We Do

At Tara Financial Partners, we listen to your financial concerns and offer solutions.

The Review

The Financial Review is typically undertaken as the initial step in an ongoing relationship and informs our recommendations for you and your family’s finances. At Tara Financial Partners you do the talking and we do the listening.

Our Promise

Before you agree to become a client and pay a penny in fees, we’ll invest time and expertise in reviewing your situation to ensure that we are the right financial advisor for you – and that we can deliver significant and real value.

Commitment

Once we have carried out the review, and help to put you on track, we would hope to continue as your adviser so that we can monitor and adjust your progress together in the years ahead. We believe that regular reviews are a vital aspect of financial planning.

We consider the following questions:


What is your current financial situation?
Are all of your assets arranged in the most efficient manner in terms of tax, flexibility and access?
Are your existing investments suitable given your attitude to risk and your required rate of investment return?
What steps should be taken to protect your family in the event of death or long-term illness, particularly of the main earner?
How can you mitigate against potential inheritance tax liabilities?
What is the value of your future pension benefits and how best to draw on them?

Our Team

Conor Martin

Conor Martin
BA (Econ), QFA

Managing Director

The firm was founded by Conor Martin in 2014 to provide a personal, professional and independent financial advisory service helping clients and their families to achieve their financial objectives. Conor has over 20 years combined experience in Capital Markets, Banking, Investment and Wealth Management working for Bank of America, AIB, Davy and Smith & Williamson throughout his career. He has an extensive financial products knowledge and advises on all aspects of pensions, wealth management, protection and retirement planning. Conor is currently studying the Graduate Diploma in Financial Planning in order to achieve the internationally recognized Certified Financial Planner (CFP) accreditation. He is also a keen sportsman having won 2 All-Ireland Senior football titles playing in goals for Meath in the 90’s. Conor also enjoys coaching underage GAA teams and is a self-confessed fine-weather golfer.

Derek Mahon

Derek Mahon, QFA

Director

Derek has enjoyed a long career in financial services with extensive experience and knowledge of international financial markets spanning over 25 years. He has worked with the leading international banks ABN Amro, Bank of America, Citi, Bank of Ireland and most recently Danske Bank. He is firmly focused on first-class client delivery and is renowned for his professional and meticulous approach, which complements our company goals. Derek spends most of his time restructuring the wealth and financial arrangements of small & medium business owners, company directors, individuals and families. In his spare time Derek is a very keen sportsman, competing with Ireland’s golf elite, cycling sportives, running marathons, competing in triathlons and adventure racing. He is also an avid mountaineer, having summited Mount Everest in 2014, and a motivational and inspirational speaker.

Niamh Kelly

Niamh Kelly

Client Support Manager

Niamh joined the company in 2015 from the investment bank, HSBC in the UK where she worked as a relationship officer on their Premier Clients desk. Niamh is in charge of the day- to-day running of the office and has a passion for delivering a high level of service by working with clients to help them achieve their goals and ambitions. Niamh is currently studying for the Professional Diploma in Financial Advice in order to achieve the QFA designation.

Our Approach


Our approach to investment & financial planning begins with gaining an understanding from the set of exactly what each client is trying to achieve. This in-depth understanding, followed by the delivery of a tailored solution and personal service are core objectives of the firm.
We like to keep in regular contact with our clients and we adapt their financial plan accordingly as their circumstances change. We view dealings with our clients as a long term relationship, and so our advice needs to change as their lives change.
We always aim to work alongside our clients’ other professional advisors such as accountants, solicitors etc. to deliver the most appropriate financial plan.
We are conservative in our investment approach and believe strongly in diversifying our clients’ investments across all major asset classes.
We continually strive to keep fees and costs as competitive as possible to enable our clients optimise their returns. As a company, we are committed to confidentiality and trustworthiness in our client relationships.


Contact Us

Please choose from the methods of contact below.

Phone Number : 01-9059555
Email : info@tarafinancial.ie
Address: 149 Baggot Street Lower. Please see the map below.



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Tara Financial Partners Limited t/a Tara Financial Partners is Regulated by the Central Bank of Ireland

Registered Address: 149 Lower Baggot Street, Dublin 2.

Registration Number 125471 / Members of PIBA.

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