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;

We offer an initial review meeting, for which we cover the cost without any obligation for you. 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 before you decide to continue with us. Because we believe the peace of mind benefits that we can deliver are very important too! We deliver peace of mind in relation to your financial affairs through our open and collaborative approach. Working with Cregan Kelly O’Brien will give you;

  • Clarity: Understanding your current financial situation and proposed solutions
  • Know the risks: Having a plan that is in line with your attitude to taking risk.
  • A plan: Knowing you have your finances OnTrack helps you to sleep at night.
  • Ongoing support: Further questions will always arise. We’re here to help.

Financial Outcomes

Financial Life & Planning Limited T/A Cregan Kelly O'Brien Financial Planning are responsible for handling all aspects of Financial Planning for individuals and business owners including advice on Pensions and Retirement planning , Saving and investments , Life and Serious Illness cover and Income Protection cover and business protection  offered on this website. Finance Life and Pensions Limited is regulated by the Central Bank of Ireland.

About Cregan Kelly O'Brien


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

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Finance Life and Pensions Limited trading as Cregan Kelly O'Brien Financial Planning is regulated by the Central Bank of Ireland

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