Leaders in Financial Advice, Pensions, Commercial Insurance & Insurance Broking
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Financial Planning
Financial Life & Planning Limited T/A Cregan Kelly O'Brien Financial Planning are responsible for handling all aspects of Financial Planning for individuals and business owners including advice on Pensions and Retirement planning , Saving and investments , Life and Serious Illness cover and Income Protection cover and business protection offered on this website. Financial Life & Planning Limited are regulated by the Central Bank of Ireland.
Commercial Insurance
O'Brien Cregan Kelly Limited T/A Cregan Kelly O'Brien Insurances are responsible for handling aspects of Business and Commercial insurances, including Public and Employers Liability and personal cover for business owners offered on this website. O'Brien Cregan Kelly Limited are regulated by the Central Bank of Ireland.
Buy to Let Mortgages for the Professional or First Time Investor
Rates from 4.29% with 3 payment options & up to 35 year term
Mortgages Available to Buy Rental Properties with your Pension Fund
Tax Efficient Non Recourse Mortgages available with Great Rates
At Cregan Kelly O'Brien Financial Planning, we know how important it is for you to get the right financial solutions in place. To achieve this, we follow our OnTrack process. Following this rigorous financial planning approach enables us to help you get on the right path to financial security. This process helps us identify your goals and then put the right solutions in place to help you achieve them; Read more
At Cregan Kelly O'Brien Insurances, we understand what a complex and sometimes frustrating challenge it is to manage your insurances effectively. At the end of the day, you want to ensure you have the right cover in place, at the lowest possible cost and also want to be confident that if or when you do suffer a loss, that it will be sorted out for you quickly and without any fuss. Read more
Innovative Savings & Investments
We are currently recommending the two investment funds below, but there are many other options available if these do not meet your investment criteria.
Commercial Property Fund
- Minimum investment €10,000;
- No maximum investment limit;
- No exit fees on first €200,000 invested;
- Overall fund size (includes cash): €520.0m;
- Property portfolio value: €436.9m;
- Annual rental income: €24.4m;
- Property Portfolio yield: 5.24%;
- Vacancy rate: 5.68%;
- WALT: 8 Years 3 Months;
Zurich Easy Access Bond
- Min investment €5000 Max €150,000;
- Tax Free investment Growth for up to 8 years;
- Access to any part of your savings - no penalties;
- Excellent investment performance of 5 Multi Asset funds in 2016;
- Prisma 2 - 1.6%; Prisma 3 - 4.1%
- Prisma 4 - 8.5%; Prisma 5 - 11.3%
- Prisma 6 9.8%
- On line access to check the value of your investment;
How Can We Help You?
At Cregan Kelly O'Brien, we understand that you face a wide range of financial challenges - running your business effectively, growing your wealth, protecting your family and managing your insurance needs. Our role is to help you make sense of these.
Cregan Kelly O'Brien provides expert financial, tax and insurance advice and solutions to business owners and private individuals in the following areas: Financial Planning, Future Cash Flow Planning, Wealth Management and Retirement Planning, Wealth transfer, Risk identification, Risk Management, Protection & Insurance, Cost Effective insurance solutions.
Cregan Kelly O'Brien provides insurance broking services, and pension schemes for businesses, business owners, and professionals.

Financial Advice

Commercial Insurance Broking

Pensions
Planning for your desired lifestyle in retirement is a significant challenge facing business owners and professionals today. You want to maximise the tax advantages and also your retirement benefits, all in a risk controlled manner. At Cregan Kelly O’Brien Financial Planning, this is what we do. More About Pensions

Income Protection

Savings & Investments

Life Cover

LIfe Cover for 0ver 50's

Life Cover for Diabetics
Colm Kelly - Financial Planning & Advice
Tommy O'Brien - Insurance Broking Services
Cregan Kelly O'Brien Overview
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Contact Cregan Kelly O'Brien
Colm Kelly
T: +353 1 870 0370
E: colm@ckob.ie
Insurance
Tommy O'Brien
T: +353 1 883 9020
E: tommy@ckob.ie