About JOS Financial Services Ltd
At JOS Financial Services Ltd, we understand that finances can feel overwhelming — but they don’t have to be. Your money is more than numbers; it represents your family, your plans, and the life you’re building. Our approach to financial planning is clear, personal, and practical, so you can focus on what matters most.
Founded by Jude O' Sullivan (Certified Financial Planner®, Graduate Diploma in Financial Planning, QFA, PB, SIA), JOS Financial Services Ltd combines professional expertise with a genuine human focus. With over 15 years experience in financial services, including roles with leading Irish institutions such as Bank of Ireland and PTSB, Jude brings real-world insight to every client relationship.
Advice is never rushed or transactional. We take the time to listen, understand your goals, and provide guidance that fits your life — whether you’re buying your first home, protecting your family, or planning for a secure retirement. It’s never just about products; it’s about helping people make confident, informed decisions at every stage of life.
Jude is also proud to serve as President of the Balbriggan Chamber of Commerce, reflecting a strong commitment to the local community and to building long-term relationships based on trust. Our aim is simple: to provide clarity today and peace of mind for the future.