|
Cregan Kelly Financial Services is a leading Independent firm of Financial Advisors based in Fingal. We operate in association with Cregan Accounting a specialist accounting and tax planning firm. We provide a complete wealth management and financial advice service to an expanding client base of businesses and private individuals.
Our approach is based on identifying the key financial issues that concern you most. With over twenty years experience of financial services and tax planning we can provide the most appropriate financial solution to need your specific requirements.
By combining our expertise in financial planning and taxation we can ensure that the tax implications of any financial decisions are fully considered and explained.
We offer a free financial health check and are happy to have an initial meeting without any obligation. This way, you can see if you are comfortable working with us before deciding to engage our services. All our recommendations and also our charges will be confirmed in writing. We will allow you to choose between a fixed fee or commission based charge.
We are fully bonded and approved by the Financial Regulator as an “Authorised Advisor”. This means that we are duty bound to identify and offer you the best financial product available to meet your needs. By contrast a “Tied Agent” who works directly for a bank, or insurance company is restricted in offering only one company’s product which may not suit your requirements.
Cregan Kelly Financial Services is a registered trading name of Finance Life & Pensions Limited, registered in Ireland.
Colm Kelly has worked in the Financial Services Industry for over 20 years, having previously been a Director of Fingal Life & Investments, and a Senior Account Executive with Friends First plc. Colm is married and has 2 children and enjoys all sports, including golf and GAA.
|
