SYS Financial makes acquisitions in Cork, Waterford, and Wicklow - News Summed Up

SYS Financial makes acquisitions in Cork, Waterford, and Wicklow


Advisory firm SYS Financial has completed a series of acquisitions in Cork, Waterford, and Wicklow adding €130m to the firm's assets under management. The Nenagh-headquartered firm has acquired BMC Financial Planning, headquartered in Charleville in Co Cork; Billy Phelan Financial Services, founded in Waterford, and the book of business of Brendan Toolan financial planning in Wicklow. The acquisitions bring SYS Financial’s client assets under management past €800m. SYS Financial is targeting €1.3bn by the end of the second quarter of 2026 through further acquisitions.


Source: Irish Examiner March 23, 2026 15:57 UTC



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