Who are we?
Certified Financial Planner™
Qualified Financial Advisor
Financial Planning Risk Advisor
Specialist Investment Advisor
Retirement Planning Advisor
Karen Doyle
Founder
A native of Glanmire, Cork Karen is the founder and owner of One Plan Financial. Karen has been working in financial services over 20 years with 15 of those spent advising clients. Karen is constantly upskilling and has a long list of qualifications to her name. Her priority is to provide the best advice possible to her clients.
When she's not in the office she serves as Chairperson of Glanmire Chamber and is a mother of three children. Yes, where does she get the time!
Robert J O'Sullivan
Senior Financial Advisor
A native of Bishopstown, Cork Robert has a long career in financial services under his belt. Robert is described by his clients as a gentleman who would go out of his way to help solve a problem. His experience in protection and retirement planning have helped hundreds of clients plan a secure future.
When he's not in the office you will find him on the golf course or planning a holiday to sunny Spain.
Anne Caulfield
Financial Administrator
Anne keeps the show on the road. With almost 10 years in financial services she is passionate about customer service. She oversees regular reviews for our clients and acts as liaison between the client and the provider.
Anne loves to shop so when she's not in the office you will find her in Penney's!
What our clients say...
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"Rob and the Team from One Plan Financial are Trustworthy, Professional, and Reliable. Every aspect of the process will be explained in detail, and you will always have access to your financial dashboard.
I can recommend One Plan for all your Financial needs!"
Providers we work with:
Affiliated Bodies:
