Secure Your Financial Legacy with Expert Guidance

At Greenmount Wealth Management, we combine decades of experience with personalised strategies to protect and grow your wealth for generations to come.

Who We Are

Billy O’Shea is a seasoned financial advisor with over 25 years of experience guiding individuals and businesses through key financial decisions. His practical, hands-on approach has earned the trust of long-standing clients who rely on his expertise in Investments, Estate Planning, and Pensions.

Billy also brings deep insight into corporate financial planning, with a strong track record in areas such as Co-Shareholder Protection, Keyman Assurance, Director’s Pensions, and Corporate Investments. His focus is always on delivering clear, tailored

Our Services

Estate Planning

Preserving and transferring wealth efficiently requires careful estate planning. We assist clients in structuring...
Learn More

Personal & Family Protection

Financial security is a cornerstone of personal well-being, and ensuring your loved ones are...
Learn More

Business Protection

Unexpected events can disrupt a business, making it crucial to have robust protection in...
Learn More

Corporate & Individual Investments

Successful investing requires a well-structured approach, balancing risk and reward to achieve financial goals....
Learn More

Executive Pensions

Planning for retirement is a critical component of financial security, especially for executives and...
Learn More

Latest Articles

Market Resilience Amidst Volatility: The Last Six Months of Trump’s Trade Policies

Over the past six months, President Donald Trump's trade policies have had a significant influence...
Read More

Personal Retirement Bonds (PRBs) – What You Need to Know

At Greenmount Wealth Management, we work closely with individuals to help them navigate their pension...
Read More

Life Insurance – Protecting What Matters Most

At Greenmount Wealth Management, we help our clients plan for the future, ensuring that their...
Read More

Retirement Planning for Individuals

Securing a comfortable retirement requires careful planning, strategic investment, and a tailored approach that aligns...
Read More

Retirement planning for company directors

Retirement planning for company directors requires a strategic approach, ensuring financial security while maximising tax...
Read More

Investment Planning

Strategic investment planning is essential for both businesses and individuals looking to grow wealth, manage...
Read More