Financial advice that works as hard as you do

We support business owners with director pensions, succession planning, investment strategy and business protection.

Make the most of your Income

We help employees and professionals optimise pensions, invest surplus income and protect family security.

Ready to Retire?

We help people approaching retirement understand their pension position, retirement income options and how to move into retirement with confidence.

Protecting what matters most

We help ensure that financial worries do not add to emotional
stress when life takes an unexpected turn.

Clear guidance through the mortgage process

We assist first-time buyers, movers, switchers and buy-to-let investors, managing the mortgage process from enquiry to drawdown.

Approaching retirement? Let’s make a plan

We help people understand their pension position, retirement income options and how to move into retirement with confidence.

Guiding generations through every life stage.

Who we are

McGuire Financial is a Kerry-based, independent financial advisory firm with decades of combined experience. We work with individuals, families, employees, professionals and business owners who want clarity, confidence and long-term support in their financial decision-making.

Our role is simple: to help you make informed financial decisions with confidence, without jargon or pressure.

OUR TEAM

Billy McGuire (MBS, QFA) Managing Director Billy leads the strong growth of McGuire Financial, overseeing all aspects of the business, while also advising on Investments, Pensions and Protection, and Mortgages.

Liam McGuire (QFA, RPA, APA Debt Management)
Founding Director

Liam brings decades of experience across banking, pensions and financial planning. A Corkman, he came to Killarney in 1977 and, having gained valuable experience in all aspects of branch banking, he established McGuire Financial in 2011.

David Shaw (MSc, BA, QFA)

David joined the team in 2024. David commenced his career with BNY Mellon in Cork, where he gained valuable insight into Fund management and Investment instruments. At McGuire Financial David manages a portfolio of Pension, Investment and Protection clients and is available to deal with all queries in those areas of the business.

James O’Donoghue (AFA)

James joined the team in 2026 as Mortgage Manager and brings extensive experience in banking and mortgage lending, having worked with AIB since 2015.

Since becoming a Mortgage Advisor in 2018, James has helped a wide range of clients through every stage of the home buying journey, including first-time buyers, movers, switchers and self-build applicants.

James takes a straightforward and practical approach to mortgage advice, with a strong focus on clear communication and making the process as smooth and stress-free as possible for clients. His industry knowledge and customer-focused mindset allow him to guide clients confidently from application through to drawdown.

Our Values:

  • We act with honesty, integrity and professionalism
  • We put our clients’ interests first
  • We explain things clearly and simply
  • We focus on long-term relationships, not transactions

What our clients have to say