Peter & Mary Kelly

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 […]

Siobhan Prout

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 […]

Richard Delaney

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 […]

Ciaran McGowan

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 […]

Declan Casey

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 […]

Hillview Properties Limited.

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 […]

Brenda Buckley

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 […]

Maura Clark

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 […]

Phil Carr

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 […]

Posts navigation