About – Old Head Financial

About Old Head Financial

Old Head Financial is a multi-disciplinary financial planning & wealth management firm serving clients based all over Ireland.  We formed in 2020, opening in our newly refurbished office on Friary Street, Dungarvan, Co. Waterford.  We handle pension, protection, life assurance, investment and mortgage matters for clients of all ages and types.

Our client base is extremely diverse, we serve corporate clients, small and medium businesses operating via sole trades and partnerships, and private clients not active in business.  Our corporate and business clients operate in a wide variety of sectors – too many to mention – but including Agriculture, Construction, Hospitality, Professional Services including doctors, dentists, pharmacists, solicitors and auctioneers, Logistics, Veterinary, Wholesale, Retail and Manufacturing.  Our private clients range from high net worth individuals right through to young persons just starting their financial journey, and everybody in between.

We are proud to have a strictly client orientated approach.  We never lose sight of the fact that we have no business without clients, and great thought and care goes into giving the client the top-quality service required, when required.  The ongoing referrals we receive are testament to our client focused approach.

Old Head Financial is a trading partner of Hayes & Hayes Chartered Accountants and Chartered Tax Advisers – should you also require expertise from a tax perspective, your financial planning and tax advisory needs can all be catered for seamlessly by a cohesive team.  We pride ourselves on offering top level expertise, allied to local knowledge, tailored to the needs of the client and thus building strong and enduring relationships. 

Underpinning our service is a top quality professional team – meet the team below:

Our Team

Marissa Tobin

Senior Manager

Aoife Nagle

Administrator & Financial Adviser