{"id":126579,"date":"2025-11-07T09:29:17","date_gmt":"2025-11-07T09:29:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/126579\/"},"modified":"2025-11-07T09:29:17","modified_gmt":"2025-11-07T09:29:17","slug":"gallivan-financial-on-track-for-e1bn-aum-with-tara-financial-partners-acquisition","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/126579\/","title":{"rendered":"Gallivan Financial on track for \u20ac1bn AUM with Tara Financial Partners acquisition"},"content":{"rendered":"

Financial planning and wealth management Gallivan Financial<\/a> has agreed to acquired the Dublin-based Tara Financial Partners for an undisclosed sum.<\/p>\n

The deal is subject to customary regulatory approvals and is expected to be completed in a number of weeks.<\/p>\n

Tara will be Killarney-based Gallivan Financial’s third acquisition of the year and fifth in the past two years.<\/p>\n

The acquisition will also bring Gallivan’s total assets under management (AUM) to over \u20ac850m and provide the company with a presence in the capital.<\/p>\n

With additional transactions currently in exclusive negotiations, Gallivan Financial remains on track to exceed \u20ac1bn in AUM by year-end.\u00a0<\/p>\n

Following the opening of its new state-of-the-art head office in Killarney, the firm is well positioned to support continued growth across Ireland.<\/p>\n

\u201cWe\u2019re thrilled to welcome the Tara Financial team into the Gallivan family. Their client-focused philosophy and commitment to personalised advice align with our own values,” said Fergal Smith, managing director of Gallivan Financial.<\/p>\n

“This acquisition enables us to deepen our reach in Dublin, while also reinforcing our national expansion strategy.\u201d<\/p>\n

Since it was established in 2014, Tara has grown its client base to over 700 and now manages approximately \u20ac185m in assets, serving individuals and businesses across Dublin and beyond. <\/p>\n

With a reputation for personal service, integrity, and tailored advice, it has built trust by putting clients first at every stage.<\/p>\n

“After years of helping clients navigate life\u2019s financial challenges with patience and care, we recognised the benefit of partnering with a larger firm that shares our values,” said Conor Martin, founder and managing director of Tara Financial.<\/p>\n

“With Gallivan Financial, I\u2019ll remain actively involved to ensure continuity, support our clients through transition, and help grow their future opportunities.\u201d<\/p>\n

\u201cTogether, we will continue to deliver trusted, personal advice with the backing of expanded resources and a shared commitment to long-term client success,” Smith said.<\/p>\n

\u201cTara\u2019s clients will continue to receive personalised service from their trusted financial advisor, while Tara will benefit from the enhanced resources, technology and expertise of the wider Gallivan Financial Team.\u201d<\/p>\n

\"GallivanGallivan Financial has acquired Tara Financial Partners.<\/p>\n

Earlier this year, Gallivan Financial acquired Mount Street Group<\/a>, which was its first move into the Dublin market, and Tralee-based Kelly O\u2019Shea Pensions & Financial Services for an undisclosed sum.\u00a0<\/p>\n

Gallivan Financial is majority-owned by the Gallivan family, who sold its Gallivan Murphy Insurance Brokers (GMIB) business to US-based Assured Partners in 2022. <\/p>\n

Gallivan Financial was not part of that transaction and is now engaged in a significant expansion strategy.<\/p>\n

Photo: back row (l-r) Tadgh Gallivan, Gallivan Financial Founding Director, Fergal Smith, Gallivan Financial Managing Director an \u00a0Annamaria Gallivan, Gallivan Financial Founding Director.\u00a0Front row\u00a0(l-r) Conor Martin,\u00a0Tara Financial Founder & Managing Director and N\u00edamh Kelly, Tara Financial Head of Compliance. (Pic: Supplied) <\/p>\n","protected":false},"excerpt":{"rendered":"Financial planning and wealth management Gallivan Financial has agreed to acquired the Dublin-based Tara Financial Partners for an…\n","protected":false},"author":2,"featured_media":126580,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-126579","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/126579","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=126579"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/126579\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/126580"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=126579"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=126579"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=126579"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}