About Us

In 2007 Maurice Cregan and Colm Kelly established CK Financial Services to provide independent 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.

CKOB Client Benefits

  • 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 a fully independent advice firm, regulated by the Central Bank of Ireland.

We are members of the Irish Brokers Association and Professional Insurance Brokers Association

The CKOB Difference

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. Financial Life & Planning Limited would deliver Financial Services, and O'Brien Cregan Kelly Insurances would deliver Insurance Broking services. Two Business Names were registered Cregan Kelly O'Brien Financial Planning and Cregan Kelly O'Brien Insurances

Latest Twitter Posts

© 2018 Cregan Kelly O'Brien. All Rights Reserved. Designed By Cube Creative
Finance Life and Pensions Limited trading as Cregan Kelly O'Brien Financial Planning is regulated by the Central Bank of Ireland
O'Brien Cregan Kelly Limited T/A Cregan Kelly O'Brien Insurance is Regulated by the Central Bank of Ireland

Call us now on 01 870 0370
or request a call back