WHY CHOOSE US
Cregan Kelly & O'Brien Financial Advice you can trust
In 2007 Maurice Cregan and Colm Kelly established CK Financial Services to provide financial planning and advice to business owners and individuals. Maurice & Colm set up Financial Life & Pensions Limited,
Tommy O’Brien, a General Insurance expert, then joined them in 2010, enabling them to meet the full financial needs of their clients. Maurice, Colm, and Tommy set up O’Brien Cregan Kelly Limited.
In 2013, the two companies registered two business names: Cregan Kelly O’Brien Financial Planning, and Cregan Kelly O’Brien Insurances respectively to complement their synergy.
Cregan Kelly O’Brien offers a unique combination of experienced financial planners from Cregan Kelly O’Brien Financial Planning, and expert Insurance brokers from Cregan Kelly O’Brien Insurances, and accounting and tax specialists from Cregan Kelly Accountants. Almost always, key financial decisions regarding a business or family have implications across related areas, and these need to be fully understood before choosing the right option. Using our unique “On Track” approach, we work together to get to the heart of your financial challenges and devise solutions to suit your unique circumstances.
We are fully convinced that this collaboration of skills in accounting, financial planning and insurance enables us to offer the most comprehensive advice and solutions available to our clients in the market today.
The diagram below shows how as a result of working together, we can address important financial and insurance challenges of our clients.
Collaboration sits at the heart of our offering. Taking an overall view of your financial situation and challenges enables us to help you make better choices.
We bring Cregan Kelly O’Brien Insurances & Cregan Kelly O’Brien Financial Planning expertees together to enable us to work with you to address all of your insurance and financial challenges. As a result of taking this broader look at your affairs, we can ensure that all the solutions that we put in place fit together, maximising the benefits to you and ensuring that costs are kept as low as possible.
Our Services Include:-
- Financial Planning
- Future Cash Flow Planning
- Tax Planning
- Wealth Management & Retirement Planning
- Wealth Transfer
- Business Insurance Risk Management
- Family Protection & Personal Insurances
- Find Best Market Options Available
Key Benefits of choosing Cregan Kelly O’Brien
- Peace of Mind: You can rest easy that all areas of your finances will be examined by experts in their specific fields, ensuring no area gets overlooked.
- Financial Clarity: As we collaborate to address all areas of your finances, we can take a holistic view and devise appropriate solutions, taking all factors into account.
- Control of your finances:As your circumstances change, we will ensure that any tweaking of solutions happens across all areas of your finances as we have an overall view of your situation.
- Easily managed: You only have to ring one firm for answers to all of your financial questions & issues!
- Better financial choices: Because of our overall view of your entire financial picture, we can make more informed and better financial choices for you.
Cregan Kelly O’Brien is regulated by the Central Bank of Ireland.
We are members of the Irish Brokers Association and Professional Insurance Brokers Association
OUR BENEFITS
We are here to advise and plan your financial future
We were very impressed with clear advice and expertise
Completely happy with the excellent service, customer care provided by Cregan Kelly O’Brien Financial Planning.
Well Done! keep up the good work.Mary Smyth
We came across Cregan Kelly O’Brien Financial Planning through a search on the internet. We wanted advice on investments and we needed independent advice. We dealt with Colm Kelly and I found his advice and professionalism second to none. We went ahead with some investments with them and we agreed a particular investment strategy which has worked out very well. We have had regular meetings with Colm to review our investments and following his advice we have made some alterations to the strategy. We are extremely happy with our dealings to date and we would recommend anyone who needs investment advice to talk to them.
Peter & Mary Kelly, Swords, Co. Dublin.
Cregan Kelly O’Brien Financial Planning provided a comprehensive review of my pension. I was able to benefit from a reduced management charge from 1.5% to 1% and based on their advice we stayed with the same pension manager. We found their review service to be very thorough and beneficial and provided us with a greater understanding of the charges involved.
Siobhan Prout Dunleavey
I have found Cregan Kelly Financial Services very professional in their dealings with my family, In particular Colm Kelly has been very diligent with the minefield of my pension investments, knowing the markets at his fingertips across the Globe has had a substantial return on my investments, I am now using other financial divisions in their organization and will hope to have a rewarding future with them.
Richard Delaney Navan Road,
I am very impressed with the service that Cregan Kelly O’Brien Financial Planning provided to me in respect of my pension. They provided me with a clear, concise report on my pension plan. Following a thorough review they managed to get me a lower management charge and a higher investment allocation. Colm put together a clear investment strategy so that I can get my pension back on track and start seeing some well needed investment growth. We would highly recommend them to anyone
Ciaran McGowan, Dublin
Shortly after contacting Cregan Kelly O’Brien Financial Planning they carried out a comprehensive assessment of my current pension arrangements, made well-informed recommendations for new investment and negotiated a more favourable fee structure with my existing pension provider, which will deliver significant savings Colm Kelly was quick to respond to any correspondence and new pension arrangements were put in place with minimum fuss.
Declan Casey
Having spoken with several pension providers and financial service companies regarding pensions we were finding it difficult to get direct answers and clear advice from many of them. Then we came across Cregan Kelly O’Brien Financial Planning online. We were very impressed when we met with Colm Kelly. The advice and services provided were very comprehensive and also very clear. We decided to do business with Cregan Kelly O’Brien Financial Planning and we are very happy with the service given.
Hillview Properties Limited.
Cregan Kelly O’Brien Financial Planning provided me with excellent financial advice and service in setting up my retirement bond. Colm explained the various pension structures, assessed my attitude to risk, provided detailed information and access to leading pension fund investment managers that matched my risk profile. I’d be happy to recommend Cregan Kelly O’Brien Financial Planning to a friend; in fact I’ve already done so.
Brenda Buckley
I’m very happy to have my Approved Retirement Fund satisfactorily set up in such a short time. I’m now able to relax and start to enjoy my retirement. Thank you for your sound financial advice, your patient responses to all my questions and your prompt actions in working with the pension fund and ARF companies to ensure that my retirement fund was established in as short a time as possible and without any problems.
Maura Clark
I recently set up my life cover policy with Colm at Cregan Kelly O’Brien. I had absolutely no idea about this sort of thing however knew it was important to get it right for my family. Colm put me at ease from the outset, took me through all the options and was very patient with my endless questions. We set up a plan with a cost that suited my particular situation and with Colm’s experience the whole process ran very smoothly.
Excellent all round service offered by the firm. From my general financial advisory needs through to pension and insurance requirements I have found Cregan Kelly O’Brien to be top class and would have no hesitation in highly recommending them.
I wouldn’t hesitate to recommend Cregan Kelly O’Brien – helping me with a number of pension plans; listening to my concerns and recommending the way forward. No hard sell – just sound advice, and regular contact afterwards to let me know how things are going
Cregan Kelly O’Brien provide a first class service, especially Colm Kelly’s excellent advice in investments and pension planning, With no hard-sell, professional and clear information, regular reviews and updates, I would not hesitate to recommend them.