About Us

Who are Breen Financial Services?

Breen Financial Services is an independent Financial Advisory Firm. We specialise in providing financial planning advice to our clients’ both individual and commercial.

Our firm is small and personal; we will meet potential clients in our office or in the comfort of their own homes at a time that suits you, the client. We can assure you of absolute confidentiality and discretion in relation to all of your financial affairs.

Our Advisers have years of experience in both the Life & Pensions and Financial Services industries having previously worked with companies such as Canada Life, Deloitte, and Royal Bank of Scotland.

As Financial Brokers and Independent Advisers we are regulated by the Central Bank of Ireland.

What do Breen Financial Services do?

As experts in financial matters, we provide services to both companies and individuals. Services can include: personal financial planning, life cover, serious illness cover, income protection, savings, investments, pensions, retirement planning, business financial planning, wealth management and inheritance tax planning.

 

Simon Breen

Simon lives in Caherline, Caherconlish with his wife Ann, a primary school teacher and their three daughters, Breda, Aoife and Jennifer. He is a keen GAA supporter with a strong interest in Limerick hurling in particular. His hobbies include reading and travel.

Simon attended secondary school in the Presentation de la Salle, Hospital, Co. Limerick. He is a Qualified Financial Adviser and also holds a BBS hons in Accountancy from the IPA. He is currently pursuing the Chartered Tax Adviser qualification with the Irish Tax Institute. He has previously worked with Canada Life and Thomond Asset Management in the Financial Services area and with Fitzpatrick O’Dwyer & Co. in the area of Accounts and Audit.