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We are OFM Financial Limited trading as Omega Financial Management. We may be contacted at our registered office at 2nd Floor, Suite 31, The Mall, Beacon Court, Sandyford, Dublin 18 or by e-mail to

We at Omega Financial Management respect your right to privacy and comply with our obligations under the Data Protection Act 1988 and 2003 and General Data Protection Regulation (GDPR) 2018. The purpose of this Privacy Statement is to outline how we collect and deal with any personal data you provide to us while visiting this website, and how we use “cookies” technology. Naturally, if you are not happy with this Privacy Statement, you should not use this website.

By visiting this website, you are accepting the terms of this Privacy Statement. Any external links to other websites are clearly identifiable as such, and we are not responsible for the content or the privacy policies of these other websites. Different terms and conditions may apply to such websites, and such websites may not maintain the same standards of privacy as this website.

We retain two types of information:

Personal Data

This is the data that identifies you or can be used to identify or contact you and may include your name, address, telephone numbers, e-mail addresses, date of birth and salary. This information is only collected from you if you voluntarily submit it to us, and we will always inform you of the reasons why we request your Personal Data.

Non-Personal Data

Similar to most websites, we gather statistical and other analytical information collected on an aggregate basis on all visitors to our website. This Non-Personal Data comprises information that cannot be used to identify or contact you, such as demographic information regarding; for example, user IP addresses where they have been clipped or anonymised, browser types and other anonymous statistical data involving the use of our website.

We use the Non-Personal Data gathered from visitors to our website in an aggregate form to get a better understanding of where our visitors come from and to help us better design and organise our website.


This website uses “cookies” technology. A cookie is a piece of text stored by the browser on your computer, at the request of our server. We may use cookies to deliver content specific to your interests and to save your personal preferences so that you do not have to re-enter them each time that you connect to our website. You are always free to decline our cookies, if your browser permits, or to ask your browser to indicate when a cookie is being sent. You can also delete cookie files from your computer at your discretion. Note that if you decline our cookies or ask for notification each time a cookie is being sent, this may restrict your ease of use of this website.

Personal Data

We will process any Personal Data you provide to us for the following purposes:

  • To provide you with information about the products and services of Omega Financial Management and its subsidiaries including updates.

  • To contact you if required in connection with your policy or enquiry and to respond to any communications you might send us.

  • To process application forms submitted to us for the purposes of providing financial products. Any applications submitted by e-mail will be subject to the same terms and conditions as those completed by hand in paper form.

Disclosure of Information to Third Parties

We may provide Non-Personal Data to third parties, where such information is combined with similar information collected from other users of our website; for example, number of unique users who visit our website, the demographic breakdown of our community users of the website, or the activities that visitors to our website engage in while on our website.

We will not disclose your Personal Data to third parties unless you have consented to this disclosure or unless the third party is required in order to process an application or other communication from you or to perform the services that you have applied for. We will however disclose your Personal Data if we believe in good faith that we are required to disclose it in order to comply with any applicable law, a summons, a search warrant, a court or regulatory order, or other statutory requirement.


Data Retention Timeframes
We will retain your personal data for as long as you are a client of Omega Financial Management and thereafter in accordance with the Central Bank of Ireland regulation.

Sale of Business

We reserve the right to transfer information (including your Personal Data) to a third party in the event of a sale, merger, liquidation, receivership or transfer of all or substantially all of the assets of Omega Financial Management, provided that the third party agrees to adhere to the terms of this Privacy Statement and provided that the third party only uses your Personal Data for the purposes that you provided it to us. You will be notified in the event of any such transfer and you will be afforded an opportunity to opt-out.


Your Personal Data is held on secure servers hosted by our Internet Service Provider. We take our responsibilities in relation to the security of your Personal Data very seriously. The nature of the internet is such that we cannot guarantee or warrant the security of any information you transmit to us via the internet. No data transmission over the internet can be guaranteed to be 100% secure. However, we will take all reasonable steps (including appropriate technical and organisational measures) to protect your Personal Data and we will review these measures regularly.

In order to keep you updated, we use Mailchimp as our email provider. MailChimp has the TRUSTe’s Privacy Seal – TRUSTe is an independent third party that operates a globally recognised privacy trustmark. It is also registered with the Safe Harbor Framework which is overseen by the US Department of Commerce. You should read MailChimp’s privacy policy for more information as you agree to this, and the transfer of your information to MailChimp, when you sign up to marketing communications from us.

To opt out of these email communications, there is an ‘unsubscribe’ option at the end of every email communication. By clicking this you will automatically be deleted from the mailing list.

Updating, Verifying and Deleting Personal Data

You may inform us of any changes in your Personal Data and, in accordance with our obligations under the General Data Protection Regulation (GDPR) 2018 the Data Protection Acts 1988 and 2003, we will update or delete your Personal Data accordingly.

Also in accordance with GDPR, you may request a copy of the data that we hold on file for you. This will be supplied within 30 days of request.

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