Our focus is to give you expert financial advice

About Us

Our expert team are industry leaders

About Us

Lucas Financial Consulting Ltd was established over 10 years ago and has evolved and strengthened in line with an ever changing world. We are specialists in our field and firmly believe in a robust and scientific approach to Financial Planning. The combined industry experience of our team of experts exceeds 100 years. Our combined experience and knowledge along with our financial expertise and individual passions bring unique solutions for our clients that greatly exceed the sum of the individual parts. When you deal with one of us you are benefiting from our combined knowledge bank. We achieve this by continuous internal collaboration on your behalf, working closely with our industry Peer Partners and maximising the strengths of our considerable industry contacts.

"At the heart of our business model is the need to move away from a "one shoe fits all" approach to financial advice. Matching our client's risk profile and more importantly their capacity for risk, with a customised and efficient plan is the cornerstone of our business." John Lucas

Overview - How We Work

We pride ourselves on our technical ability. We are unique in the level that we have invested in the best and most up to date analysis software. This is the key to aligning each of our customers with the right financial plan so they can achieve their financial goals and dreams.

We care about our customers. Our approach is holistic and specific to each individual and we really do go the extra mile.

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Our Team

Mighty oaks from little acorns grow - Comprehensive Financial Planning

Jackie Tumelty

Office manager

Jackie has been working in the industry for 22 years.

She has a background managing large client banks with her previous employers and brings this expertise to the more boutique offering in Lucas Financial Consulting Ltd.

Jackie’s organisational skills and commitment to excellence are an invaluable cog in the Lucas Financial Consulting wheel.

Jackie manages the day to day offices from the head office in Carrickmacross Co. Monaghan.

Mighty oaks from little acorns grow - Comprehensive Financial Planning

Gerry Stokes


Gerry has over 30 years  experience working in the Financial Services Industry in Ireland. Prior to joining Lucas Financial Consulting  Ltd Gerry worked with the Bank of Ireland Group.

Gerry has worked in various functions including 10 years in Computer Operations in Cabinteely, 8 years in Branch Banking, and more recently 13 years in financial planning with the last 4 specializing in the Corporate pensions market.

Based in the Limerick Office, Gerry brings a steady head, critical eye for detail and a passion for the study of human investment behaviour.

Gerry  is a Qualified Financial Advisor, holds a Pensions Diploma, a Henley Management Diploma from the Irish Management Institute, and a Financial Services Diploma from the Institute of Bankers in Ireland.

Mighty oaks from little acorns grow - Comprehensive Financial Planning

James Caron


James Caron has 30 years experience in Financial Services during which time he has held the position of Pensions Development Manager with Standard Life and was also an Associate Director of Ulster Bank Wealth. In August 2012 James joined Lucas Financial Consulting Ltd.

Based predominantly in the Galway Office, James’ Pension expertise is industry renowned. James brings innovative solutions to complex problems with alarming ease and regularity.

James holds the QFA, FLIA, RPA & PTP qualifications from LIA. He also holds the Irish Institute of
Pensions Management’s Membership qualification (MIIPM) and the Association of Compliance
Officer’s qualification, LCOI.

Mighty oaks from little acorns grow - Comprehensive Financial Planning

John Lucas

QFA FLIA (dip)

Based in the Monaghan office , John embraces the ever changing new technology  and strives to
implement new ideas into the business for the benefits of the clients.

John takes great pride in ensuring that the client is always at the centre of their financial wealth plan.

Prior to setting up Lucas Financial Consulting Ltd, John worked with Standard Life Assurance Company for 10 years as a Broker Consultant. He has a wealth of experience and knowledge in Pensions & Investments.

John is a Qualified Financial Adviser (QFA), and holds a Diploma in Pension and Taxation (LIAP dip).

He is also a former Regional Chairman for the LIA (The Professional Body responsible for educating Financial Advisers in Ireland).

Client Testimonials