Meet Billy O’Shea

Your Trusted Wealth Management Advisor

With over 25 years of experience in financial advisory roles, Billy O’Shea brings a hands-on approach to wealth management, fostering long-term relationships built on trust, expertise, and practical financial guidance.

Billy specialises in investments, estate planning, and pensions, offering tailored solutions to help clients achieve financial security pre- and post-retirement. His deep knowledge of the corporate sector includes Co-Shareholder Protection, Keyman Assurance, Director’s Pensions, and Corporate Investments – ensuring businesses and individuals alike receive strategic financial planning that aligns with their goals.

With over 25 years of experience in senior advisory roles at leading financial institutions including Irish Life, EBS, and AIB, Billy has built a strong reputation for delivering pragmatic, results-driven financial advice. In 2025, he took the bold step of launching his own firm, continuing his unwavering commitment to client success. Billy empowers individuals and businesses to navigate the complexities of wealth management with clarity and confidence.

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