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Working for your Future

Tailored financial advice for individuals, families, and businesses across Ireland.

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Why Choose Optima Financial?

At Optima Financial, we believe financial planning is about more than money – it’s about peace of mind, security, and the freedom to live life on your terms.

Whether you want to protect your family, grow your savings, or plan for retirement, our mission is simple: to provide clear, advice that helps you achieve your goals.

Personalised Service

Tailored advice for you.

Trusted & Regulated

Authorised by the Central Bank of Ireland.

Long-term Partnership

We are with you at every stage of life.

Your financial journey is unique and we’re here to help you navigate it with confidence.

Our Services

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Pension Planning

Plan Today. Enjoy Tomorrow.

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Auto-Enrolment

The Future of Retirement Saving.

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Protection

Protect What Matters Most.

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Investments

Grow Your Wealth with Confidence.

Get In Touch

We recommend the right solutions for you, not for a provider. That means you get a strategy that’s personal, flexible, and designed to deliver results.

liam@optimafinancial.ie

087 991 4902

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Trusted By

Liam Carroll and Optima Financial are a leader in their field and provide sound financial advice and guidance to businesses. I was delighted to have the opportunity to meet with Liam as a new business owner and discuss setting up a pension. The process was so straight forward and Liam was very helpful and guided me throughout ensuring I took the best option financially for my needs. I would highly recommend Liam Carroll and Optima Financial for all your financial product and advice needs.
Mary O'BrienHR Consultant
Working with Optima Financial has been a genuinely positive experience for us at WebDevBuilders Ltd. We’ve been consistently impressed by their knowledgeable and approachable service. Their professionalism stands out, and their excellent customer-focused approach truly aligns with the exceptional customer service we value and prioritize here at WebDevBuilders Ltd.
Christopher HeaneyCEO
I have contacted Liam regarding mortgage protection cover. He is knowledgeable, kind and made the process easy. With the use of zoom and email, my location (Roscommon) was not an issue and saved me travel time and energy. I highly recommend Liam.
Eilish Larkin
Optima Financial was a highly recommended change from our previous, challenging provider, offering the critical responsiveness Gregory Archaeology needs to maximize benefits by reacting to economic trends. They deliver this through regular meetings where complex data is presented in an easily digestible format, providing us with the reassurance and confidence to control our pensions. Furthermore, Optima Financial provides a tailor-made service by engaging directly with our accountants annually to ensure all facets of our pension arrangements are continually maximized, giving us immense peace of mind.
Niall GregoryGregory Archaeology

Optima Financial Facebook Posts

I’m delighted to be joining Mary O’Brien Williams, Managing Director of Master HR Solutions, tomorrow morning for a LinkedIn Live discussion on Auto-Enrolment and what employers and employees need to do to prepare.A huge thank you to Mary — she really is a market leader in her field, and I’m looking forward to hearing her insights on this important topicWe’d be delighted if you could register and join us tomorrow at 10am on the link below. www.linkedin.com/video/event/urn:li:ugcPost:7385969918741028864Thanks for the support,Liam CarrollOptima FinancialGlencool Financial Services Ltd t/an Optima Financial is regulated by The Central Bank of Ireland. ... See MoreSee Less

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AUTO-ENROLMENTOne-in-four businesses in Ireland have yet to take any action to prepare for the introduction of pension auto-enrolment ahead of its launch on 1 January 2026, according to a new survey.The research from professional services firm Aon found that only 7% of organisations have fully updated their internal systems and legal documents ahead of the launch, while just 4% have reached the stage of communicating to employees around the implementation of auto-enrolment.Please see a link to an excellent piece by Brian O'Donovan For a further look at the benefits of having a plan in place, you can also give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page.lnkd.in/ei_A72Ui0879914902Liam@Optimafinancial.ielnkd.in/gfyNgsBx ... See MoreSee Less

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Estate PlanningPeople are thinking now, more than ever, about what will happen when they die. As part of this process, they have started thinking about what they want to happen to their assets when they die, and with this has come the awareness that, for some of their beneficiaries, there might be tax to pay. If this is something you need to consider, I would be more than happy to facilitate a meeting to answer any questions you might have, and to talk through what we can do, in order to get your family protected in a way that makes sense for you. You can do this by clicking on this link and make an appointment for a time that suits youFor a further look at the benefits of having a plan in place, you can also give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page.0879914902Liam@Optimafinancial.ielnkd.in/gfyNgsBxGlencool Financial Services trading as Optima Financial is regulated by the Central Bank of Ireland.Information is correct as at 04-02-2025 but is subject to change. ... See MoreSee Less

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In the fourth of our Series of short videos, we examine the area of Retirement Planning.The closer we get to retirement, the more we start thinking about what we will have to live on The question you need to ask is “Are you putting enough aside to fund the type of retirement you want”?orAre you doing enough to avoid the type of retirement you don’t want?Feel free to give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902 or send me a private message to this page . I look forward to speaking with you.0879914902lnkd.in/eHNne9bemail Liam@optimafinancial.ieGlencool Financial Services trading as Optima Financial are regulated by the Central Bank of Ireland ... See MoreSee Less

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Thanks to all who turned out to our Business Owner Seminar at the Fitzgeralds Woodlands House Hotel & Spa. A huge turnout to discuss Auto enrolment, a market update and Health and Safety information also.Great presentations with huge value to all who attended from Kevin Fitzsimons Dara O'Brien and Adrian Carmody. All proceeds on the morning went to Cliona's Foundation Thanks to Paul Molloy , Anne Healy (Biddys Good Luck Horse Shoes) , Optima Training & Consulting Ltd , Julie Kilmartin and Orla Hickey for their wonderful prizes. Please support all and we really appreciate their generosity. For more information please don’t hesitate to contact me. ... See MoreSee Less

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