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Fortis Financial Management
Fortis Financial Management
Fortis Financial Management
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Guiding Financial Confidence, One Client at a Time

At Fortis Financial Management, we believe financial clarity changes everything — it builds confidence, reduces stress, and creates freedom for what truly matters.

Founded in Cork, Fortis has grown into a trusted independent advisory firm helping individuals, families, and businesses make smarter financial decisions. Our mission is simple: to help you grow, protect, and enjoy your wealth with clarity and confidence.

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Our clients

Our Investment Partners

Working with Ireland’s leading providers to deliver stronger, more secure financial outcomes.

We collaborate with a carefully selected panel of trusted investment and protection providers, ensuring our clients receive high-quality products, competitive pricing, and reliable long-term performance. Because we work independently, we choose only the partners who align with our standards of transparency, value, and client-first service.

Insurance solutions

Where uncertainties end, security begins

Our Expertise

Our team combines strong academic and professional qualifications — including B.Comm, MBS, and QFA — with years of hands-on experience in financial planning.As an independent advisory firm, our guidance is impartial, transparent, and always in your best interest.

Our Approach

We believe good financial advice starts with listening.Every engagement begins with understanding your goals, values, and current situation.From there, we create a tailored financial plan that balances growth and security, combining strategic insight with ongoing personal support to keep you confident in every decision.

Our Values

Our values define who we are and how we work.We act with integrity, communicate with transparency, and build relationships founded on trust and understanding.We are committed to delivering excellence — not just in outcomes, but in the care, attention, and respect we bring to every client relationship.

Our Promise

We are more than financial advisors — we are long-term partners in your success.Our promise is to simplify the complex, provide clarity where there’s confusion, and guide you toward genuine financial freedom.At Fortis, we measure success by one thing above all: your peace of mind.
Financial experts

Our specialists

Each member of our team brings a wealth of financial knowledge, professional qualifications, and a genuine commitment to helping clients make confident financial decisions.

2025-12-11 Fortis-8
Gerry O’Brien

BComm, MBS, QFA | Managing Director

2025-12-11 Fortis-29
Natasha Porter

QFA | Financial Advisor

2025-12-11 Fortis-4
Karen Ryan

BBS, QFA | Financial Advisor

2025-12-11 Fortis-2
Conor Tobin

BComm, QFA | Financial Advisor

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Contact Us

Have questions?
Get in touch!

Speak with a qualified adviser and get the clarity you need.

Fortis Financial Management,12 Cook Street, Cork,T12 FH72.
(021) 237 5110
info@fortisfinancial.ie


    (021) 237 5110
    info@fortisfinancial.ie

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    Gerry O’Brien

    BComm, MBS, QFA | Managing Director

    A graduate of UCC with a Bachelor of Commerce and Masters Degree in Business Economics, Gerry began his career with Deutsche Bank in Dublin’s IFSC. He then worked with Cornmarket advising the public sector on retirement planning. From 2004 Gerry has been the Managing Director of two successful brokerages until taking on a new role with Wealth Management Concepts in 2016. Gerry is a Cork native and is married with three children.

    Natasha Porter

    QFA | Financial Advisor

    As a Qualified Financial Advisor Natasha has been working in the industry since 2003. In the years since then she has gained extensive experience in the Financial Services & Mortgage Market. Natasha’s knowledge in dealing with the country’s largest insurance companies and lending institutions is fundamental for us to provide a thorough and professional service to all our clients. Natasha lives in Cork and is married with three young children.

    Karen Ryan

    BBS, QFA | Financial Advisor

    Karen is a highly qualified and experienced financial advisor that has over 12 years in the Financial Sector. She has gained huge knowledge and experience in the industry and places a strong emphasis on ensuring that our clients are provided with a highly professional level of service. Karen and Gerry have been working together since September 2013 and over the years she has grown to become an integral part of our team. Karen holds a Degree in Business & Finance from Limerick Institute of Technology and is a Qualified Financial Advisor. Karen is a native of Limerick, she has been living in Cork for over 10 years and is married with two young children.

    Conor Tobin

    B.Comm, QFA | Financial Advisor

    Conor is a dedicated finance professional with strong academic and industry experience. He holds a Bachelor of Commerce Degree from University College Cork and is a Qualified Financial Advisor (QFA).

    Originally from Tipperary, Conor has built his career in the finance industry both in Ireland and abroad, including several years working in London. This international experience has given him a broad perspective and valuable insights across a range of financial services.

    Conor draws on this background to provide clients with clear, practical guidance and a fresh outlook. His focus is on delivering professional advice tailored to each client’s needs, helping them make confident financial decisions for the future.