Testimonials

Pension Testimonials

“I wouldn’t hesitate to recommend Cregan Kelly O’Brien Financial Planning. They helped me with a number of pension plans; listening to my concerns and then recommending the way forward. No hard sell – just sound advice. And regular contact afterwards to let me know how things are going.”

David Campbell – Director Datanet International

“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 to ensure that my retirement fund was established in as short a time as possible and without any problems.
Thanks”

Maura Clark

“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 Planning to a friend; in fact I’ve already done so”.

Brenda Buckley

“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 comprehensive and also very clear. We decided to do business with Cregan Kelly O’Brien Financial Planning and we are very happy with the service given”.

Hillview Properties Limited.

“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 were put in place with minimum fuss”.

Declan Casey

“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 clear investment strategy so that I can get my pension back on track and start seeing some well needed investment growth. We would highly recommend them to anyone”.

Ciaran McGowan, Dublin

Pension Review Testimonials

“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 their organization and will hope to have a rewarding future with them”.

Richard Delaney Navan Road,

“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 understanding of the charges involved”.

Siobhan Prout Dunleavey

Ciaran McGowan, Dublin

Investment Testimonials

“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 worked out very well. We have had regular meetings with Colm to review our investments and following his advice we have made some alterations to the strategy. We are extremely happy with our dealings to date and we would recommend anyone who needs investment advice to talk to them”.

Peter & Mary Kelly, Swords, Co. Dublin.

“Completely happy with the excellent service, customer care provided by Cregan Kelly O’Brien Financial Planning.
Well Done! keep up the good work.”

Mary Smyth.

Life Assurance Testimonials

“Thank you so much for dealing with my new policy for life cover. I was very impressed with the service that I received from you and your colleagues . I was happy with the quote and with the timely execution of our arrangements. Thanks again.”

Jimmy McDonagh, Dublin

“I contacted Cregan Kelly O’Brien Financial Planning through their website. I wanted to arrange life cover on my own life and for the benefit of my wife. I found their service to be first class. Colm called out to me and explained all the life cover options available and advised on the best cover for me. The cover was arranged very quickly and I would highly recommend them to any friends or family.”

Seamus Gannon, Galway

“I wanted to arrange life cover for myself and my wife to offer financial security to my family. I found the advice from Cregan Kelly O’Brien Financial Planning first class. They explained in great detail the best type of policy to suit our needs. They guaranteed that they would provide us with the best cover at the best price. I would highly recommend them to anyone and I have already passed on their details to all of my family and friends. The arranging of this life policy has taken a huge weight off my shoulders”.

Mark & Marguerite Conway, Dublin

“I found the advice that Cregan Kelly O’Brien Financial Planning offered on my life cover to be first class. They were extremely professional and explained all aspects of the process and I found their service excellent. I would highly recommend them. Lorraine We found the service you provided to be both professional and extremely worth while. We have made significant savings in our monthly out goings and even discovered that we could claim back some over payments. We would definitely recommend that anyone looking to streamline their financial affairs consider using your services.”

Breda Dundon

“I recently set up my life cover policy with Colm at Cregan Kelly O’Brien Financial Planning. 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 – Managing Director, ICP Gulf

Insurance Testimonials

“NZone are customers of Cregan Kelly O’Brien Insurances and in our opinion offer value and excellent service. Every effort is made to deliver all of our insurance needs in an efficient and professional manner. I have no hesitation in recommending them.”

Karl Nugent, Director, NZone, Malahide – 2/12/2012

“Tommy O’Brien has looked after our insurances for over 20 years. We totally trust his advices and depend greatly on his assistance in steering us on contract conditions and warranties. We view Tommy as an additional key employee of the company and would not consider placing our business with anyone other than Cregan Kelly O’Brien Insurances.”

Paddy Redmond, Director, Shamrock Asphalt, Finglas – 21/4/2013

“We confirm that we have used the services of Tommy O’Brien, Cregan Kelly O’Brien Insurances, since our operation was established in 2010. We have found the service provided to be extremely professional in satisfying our complex requirements. We have also found them extremely friendly and accommodating in allowing us to benefit from their expertise. We would happily recommend their services to any SME.”

Tony Downes, Finance Director, Acacia Facilities Management Ltd, Swords –

“We have dealt with Janice Boylan for all of our insurance requirements for a long time. We have found her extremely friendly and obliging in helping us arrange all the insurance covers. We would recommend Cregan Kelly O’Brien Insurances to any business who need friendly and professional assistance.”

Noel Price, Director, Moriero Ltd, Baldoyle – 23/11/2012

“I started dealing with Tommy O’Brien for all of my insurances about 25 years ago. Since then, apart from satisfying all my insurance requirement thoroughly, he has changed from being a supplier into a friend to me and the business. I would not think of moving my insurances away from Cregan Kelly O’Brien Insurances.”

Gerry Nolan, Principal of Autopoint, Ballybough

“We believe that Tommy O’Brien has been a key part in the successful development and transforming of our business operation. We would not trust any other broker to match up to the high service levels which we require and which are delivered upon. The guiding influence of Cregan Kelly O’Brien Insurances is an essential requirement for us.”

Donovan Rossi, General Manager, The Roof Centre, Finglas –

“We have trusted Tommy O’Brien with our insurances for the past 25 years and have never been disappointed in that time. He helped us through a difficult time following a major fire and worked with the Insurance company to ensure the business survived. Cregan Kelly O’Brien Insurances is our trusted supplier in all insurance matters.”

Paul Clancy, General Manager, Compuform, Glasnevin

“We deal with Cregan Kelly O’Brien Insurances because we totally depend and trust them to protect our interests in all insurance matters. We have dealt with Tommy O’Brien for 25 years and would not think of trusting another broker to provide the same service which he always delivers. All businesses need a friend looking after them. That is what we have.”

Jean-Marie Cannon, Finance Director, Doramics, Santry

“I have done business with Tommy O’Brien since 1990. I totally trust him to look after all my insurances and he has never failed to deliver for me. He takes a personal interest in resolving any problems which can arise from time to time. Cregan Kelly O’Brien Insurances are top quality when it comes to service delivery.”

Brendan Farrelly, Property Developer & Management Company, Dublin

“We have placed our insurances with Tommy O’Brien for nearly 20 years. He has always made it easy to do business and makes the insurance painless. We fully trust Cregan Kelly O’Brien Insurances to look after all of our insurance requirements.”

Declan Mahon, D Mahon Building Ltd, Ashbourne