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Financial Planning

At Cregan Kelly O'Brien, 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

Commercial Insurance

At Cregan Kelly O'Brien, 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

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.

Cregan Accountants are a leading firm of Certified Public Accountants and Business Advisors, based in Fingal, Co. Dublin. In addition to the traditional services that you expect from an accountant, we also provide a range of financial and management services specifically designed to make your business more successful, more valuable and more enjoyable to run. Unlike other accountants in Dublin, we offer fixed fees so you can keep track of costs, so get in touch today.

By combining expertise in financial planning, insurance, accounting, and taxation, we can address important financial and insurance challenges of our clients.

  1. Financial Planning
  2. Future Cash Flow Planning
  3. Tax Planning
  4. Wealth Management & Retirement Planning
  5. Wealth Transfer
  6. Business Insurance Risk Management
  7. Family Protection & Personal Insurances
  8. Find Best Market Options Available

Fed Up

With Low Bank Deposit Rates


The Zurich Easy Access Bond may be the Answer.

An Alternative to Bank Deposit Accounts
This Bond is only available from authorised Zurich Partners, and provides:-
  1. 100% access to your savings at any time, with no penalties.
  2. Over 50 funds to choose from;
  3. Option of low risk funds including the SuperCapp Fund
  4. No DIRT payable until you draw down your funds.
The SuperCapp fund is one of over 50 that are available for this investment. SuperCAPP is a unitised with-profits fund, currently made up of a core portfolio of high quality government bonds complemented by equity and other investments that are held to generate returns in excess of annual dividend distributions. Its asset mix is managed to ensure that the exposure to bond, equity and other markets remains consistent with the investment aim.

Read More about Zurich Easy Access Bonds

Financial Advice

Cregan Kelly O'Brien have over 50 years experience providing financial advice. We can provide advice on a fee basis or commission whichever you prefer. We employ qualified financial advisors, and tax consultants so we have the expertise to provide advice from many different perspectives if required. More About Financial Advice

Commercial Insurance Broking

We understand what a complex and sometimes frustrating challenge managing insurances can be. You want to ensure you have the right cover in place, at the lowest possible cost and be confident that if or when you do suffer a loss, it will be sorted out quickly and without any fuss. More About Insurance Broking Services

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

We don't usually think of our current income and future earnings as an asset. However, this is what pays for everything else - mortgage, bills, childrens' education, insurances and so on. If you no longer had this income, how would you pay for everything? This is where income protection comes in. It's more cost effective than you think, and provides you with an income if you are out of work because of an illness, injury, accident, or disablement. More About Income Protection

Savings & Investments

The best bank deposit rates available are 1.7% Gross (May 2015). There are alternatives with a better return. Some products allow instant access, others rolling terms. e.g. The Standard Life GARS fund has a lowest return of 4.9% p.a, highest return of 13.5% p.a (June 2006-Jan 2015)*. The Zurich SuperCapp fund* has never lost a client a single cent, and provides instant access to your funds. More About Savings & Investments

Life Cover

Life Cover or Life Insurance, pays out a lump sum or a regular income on death and can offer a financial lifeline to grieving relatives. A policy could cover day-to-day expenses or even a specific commitment, such as school fees. There is more than one type of cover available, so it's important to talk to your broker about which type and options are best suited for your personal needs. Read More about Life Cover

LIfe Cover for 0ver 50's

It's a fact that the cost of Life Insurance cover increases when you reach the age of 50, but it's still affordable, and surprisingly cost effective. We guarantee to arrange life cover for you. If cover is not available through the normal proposal route, then guaranteed life cover with no medical questions can be arranged, which will provide your family or estate a lump sum if you die. Terms & conditions obviously apply. Life Cover for Over 50's

Life Cover for Diabetics

There is no reason why someone who has diabetes that is well managed should not be able to get a life insurance policy. You may have to undergo a medical, provide details of your treatment and condition through your GP or specialist consultant, and you may end up paying slightly more in premiums, but cover is available. The sooner you put life cover in place, the less it costs in the long term. More About Life Insurance for Diabetics

Colm Kelly - Financial Planning & Advice

Tommy O'Brien - Insurance Broking Services

Cregan Kelly O'Brien Overview

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.
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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
Call Us - 01 870 0370

Testimonials

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.
Geraldine Malone
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.
Michael Branagan
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
David Campbell - Datanet International - http://www.datanet.ie
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.
Phil Carr - ICP Gulf - http://www.icp-gulf.com
Get In Touch

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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Call us now on 01 870 0370
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