Leaders in Independent Financial Advice in Dublin

Let Us Help Secure You, Your Business, and Your Family's Financial Future

Why Should you use a Financial Advisor?

You can certainly go it alone when it comes to managing your money. Doing it yourself is a brilliant idea for some, but a loss making exercise for many, many others. Mastering personal finance requires many hours of research. For most, it's not worth the time, stress & ongoing effort. As you get older, with less time, Your financial goals - and options - get more complicated. Cregan Kelly O'Brien can also help you remain disciplined about your financial strategies. We'll also regularly review the performance of your financial products with you, compare it to the performance of other products to ensure that you are continuing to maximise your assets.

Colm Kelly - Financial Planning & Advice

Why Cregan Kelly O'Brien

Cregan Kelly O'Brien Financial Planning offers a unique combination of experienced financial planning, insurance, accounting and tax specialists within the one firm. 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.

Why use an independent Financial Advisor ?

Getting financial advice from a tied agent (such as a some banks or a broker tied to a particular insurer) means you are getting recommendations for products from only one insurer. Using an independent financial advisor means that we research all the products available in the marketplace from many insurers. We are qualified financial advisors, which means we have passed examinations certified by the Central Bank of Ireland, we have to maintain our qualification through continuous professional development. The Central Bank of Ireland regulates us, so you can be sure that its the best product available that's recommended based on the information you give to us. In order to maintain our independent status we maintain agencies with at least 5 insurers to ensure our products cover a wide spectrum of the marketplace.

Why Local Financial Advice?

Cregan Kelly O'Brien are based in Dublin, covering the whole of Leinster, It's imperative that you meet with your financial advisor to discuss your financial objectives, financial circumstances, the options available to you and conduct regular reviews with your broker to ensure that the products remain the most suitable to your needs. What's more we can come to you at a time that's convenient or you can choose to meet us at our offices in Swords.
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Contact Cregan Kelly O'Brien
Financial Planning
Colm Kelly
T: +353 1 870 0370
E: colm@ckob.ie

Insurance
Tommy O'Brien
T: +353 1 883 9020
E: tommy@ckob.ie

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Financial Services

Colm Kelly

Tel: 01 870 0370

Insurance Broking Services

Tommy O'Brien

Tel: 01 883 9020

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Unit 2,

Broadmeadow Hall

Applewood Village

Swords

Co. Dublin

Call Us Today on 01 870 0370

About Cregan Kelly O'Brien

 

In 2007 Maurice Cregan and Colm Kelly established CK Financial Services to provide independent financial planning and advice to business owners and individuals. Tommy O'Brien, a General Insurance expert, then joined them in 2010, enabling them to meet the full financial needs of their clients. The group has since been renamed Cregan Kelly O'Brien.

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