Who we are
We are a dynamic team of dedicated professionals offering independent financial and business advice to successful companies and individuals. We are committed to providing superior service to our clients and have the skills and experience necessary to deliver creative wealth management solutions through a wide range of financial options.
Meet the team
Sheila Cassidy – Director
Sheila Cassidy
Sheila has over 20 years experience in banking and financial services.
Sheila worked in Bank of Ireland for 20 years in a number of Senior Managerial roles. She was responsible for a number of Dublin branches and was also branch Manager in Mullingar with responsibility for Castlepollard and Kinnegad.
Sheila is a recent past President of Mullingar Chamber of Commerce & Soroptimist International Mullingar & District.
She has extensive knowledge of devising and implementing strategies for banking, investment markets and business.
She specialises in consultancy services including the review and reorganisation of banking facilities. QFA Accredited.
Declan Keegan – Director
Declan Keegan
Declan has a very strong financial services background, with over 20 years experience in banking and financial services, having worked as Senior Wealth Manager in Bank of Ireland Life and Pensions for over 10 years.
He specialises in the area of wealth management, working with clients on investment strategies aimed at building, protecting and maximising their wealth.
Declan also deals with specialised retirement planning and can advise on various investment options tailored to the specific needs of each client. These may include working with clients who wish to control and manage their own pre retirement pension or post retirement pension. QFA Accredited.
Mary Flynn – Office & Client Manager
Mary Flynn
Mary is a Qualified Financial Adviser with over 30 years’ experience in Banking and Financial Services
Throughout her career Mary has worked in various Managerial and Customer Relationship roles.
Mary has a very strong understanding of finance and works closely with our customers, to help achieve their goals. QFA Accredited.
Carol McCabe – Business Manager
Carol McCabe
Carol is a Qualified Financial Adviser with over 15 years banking experience having previously worked with Danske Bank in a number of roles where she gained extensive knowledge of dealing with the SME sector.
Carol has a flair for business development and specialists in providing a ‘’hands on’’ approach to businesses as they progress through the various growth cycles.
Working closely as a business partner with the key decision makers and helping to implement incremental change allowing the business achieve its full potential is a specialty which she can provide. QFA Accredited.
Jolanta Zarzycka – Administration Manager
Jolanta Zarzycka
Jolanta will welcome you when you visit our offices. Jolanta has completed a Marketing and Management degree. Jolanta manages the day to day running of our office and works to reduce our client’s workload when dealing with their finance which in turn frees up their time.
Jolanta has been a key part of the development of CK Financial Solutions over the past 10years and she has added value for clients of CK Financial Solutions through her efficient management of the office and follow through of commitments.
Why us
You will benefit from a dedicated and committed team of specialists who will work closely with you to understand your priorities and meet your financial objectives, resulting in bespoke financial planning tailored individually to you.
Working closely together, we will carefully assess your current financial position and risk profile before recommending a strategy that fits your lifestyle and can meet your goals. We will set up regular meetings to track progress and monitor your needs, which are likely to change over time.
Our Core Values
Integrity
We are committed to the highest level of integrity and employ the highest ethical standards. We believe in being honest and fair in the way we work and treat our clients.
Passion
We like what we do and it shows. We are passionate about achieving quality results for our clients.
Communication
We believe in building relationships through honest and open communication.
