About Us

Oonagh_Casey

Oonagh Casey

Fagan & Partners commenced trading in 2001 as Fagan and Associates. Our founding partner, John Fagan, had over 25 years’ experience in the areas of taxation and wealth management. This experience was gained from working with various practices including KPMG. Arising from increased regulation in the taxation and investment market, combined with the annual taxation budget and the ever-changing investment market, the demand for these services has increased.

Gerry_Stewart

Gerry Stewart

Recognising the need to expand, John broadened the team, bringing in Oonagh Casey Grehan as a Tax Partner and Gerry Stewart as a Partner specialising in managing wealth for the firm’s pension and investment clients.

Oonagh is a Chartered Tax Advisor (CTA) and a Qualifed Financial Advisor (QFA) with 23 years’ experience in taxation and has worked with firms such as KPMG, EY (Ernst & Young) and BDO.

Gerry is a Qualified Financial Advisor (QFA) and a qualified Retirement Planning Advisor (RPA) and was formerly Head of Wealth Management in National Irish Bank and has also held senior positions in IFG plc and Cusafe. Outside of the office, Gerry is married to Lorraine. They have two children and this keeps them both busy. Gerry still loves to play soccer, golf occasionally, snowboard once a year and cycle – road or mountain. He also loves to read. He claims to have read 34 books in 2020.

Our team also benefit from the strong support of Marie-Elena English (FCA) BA (Econs), Edel Matthews, Rachael Maher and Paula Hickey who also assist our personal and business owner clients with their Payroll, VAT returns, tax returns, year-end accounts, pensions, investments and inheritance tax planning.

John Fagan (1965 – 2015)

John Fagan(1)

John Fagan

John was born in Finglas, Dublin and graduated from University College Dublin in 1988 with a BA(Econ).  He became an Associate of the Institute of Taxation in Ireland (AITI) in 1991 while working with KPMG in Dublin.  Later he also qualified as a Financial Adviser (QFA).  In 2001 he started his own tax consultancy and investment/pension advisory business, Fagan & Associates, based in Stillorgan, Co. Dublin.

Over the following 12 years John worked tirelessly to build the business by ensuring that the needs of his clients were met with a high level of service and dedication that continued long after the office door closed each evening.  John cared about his clients and he aimed to make each person know that their pensions, investments or tax affairs were important to him and received his best attention while seeking to grow the assets, or resolve the tax issues, entrusted to Fagan & Associates.  With this ethos, it is no surprise that the business grew and, in December 2007, having outgrown the original office, John moved Fagan & Associates to the current premises at 1 Lower Galloping Green.

John loved his work, but it was not everything to him and he enjoyed a full and active life outside of the business.  He was an ardent GAA member, player and supporter, who served three terms as Chairman of his beloved Erins Isle GAA Club.  John went on to become a referee, a role that gave him much pleasure and brought him some abuse (generally good humoured it must be said!).  Music was a major lifelong interest and he had a large and eclectic collection stored on a series of MP3 players whose storage capacity grew with each new device.  It was not unusual for John to finish the week in the office by having a brief music session, with songs nominated by one of the team being played.  However, the part of his life that John loved best was his family; nothing was more important to him than his wife, Mary and his three children, Jack, Tom and Abby, all of whom brought him great joy and pride.

John passed away in June 2015, having lived with motor neurone disease since 2012.

Our Commitment

If you would like to hear, in simple, easy to understand language, how you, your family and or your business, may directly benefit from sound financial advice, all you have to do is give us a call or email us and we will get back to you as soon as possible and explain all the options and choices currently open to you.

Media Coverage

Publishers are generally very selective about the material they choose for publication. We are privileged to receive a large amount of Media Coverage in Sunday Independent, Sunday Business Post, Sunday Times and through Oonagh being asked to provide expert commentary for RTE’s Consumer Show. Some of this coverage can be seen here.

To learn more about how we can help you please click here to to contact us.