About CK FINANCIAL
Why CK Financial Solutions?
Over 20 Years Experience
Fully Regulated Advice
Transparent Fee Structures
Free Financial Review
Meet the team
Sheila Cassidy
DIRECTOR
Sheila has over 30 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 is the 2024 Lady Captain and Chairperson of Mullingar Golf Club.
She has extensive knowledge of devising and implementing strategies for Clients.
APA Accredited.
Declan Keegan
DIRECTOR
Declan has a strong financial services background, with over 30 years’ experience in banking and financial services, having worked as Senior Wealth Manager in Bank of Ireland Life and Pensions for over 10 years and in CK Financial Solutions since 2008.
He specialises in the area of wealth management, collaborating 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 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 in both Bank of Ireland and CK Financial Solutions.
Mary has a strong understanding of finance and collaborates closely with our customers, to help achieve their goals.
QFA Accredited.
Dermot Power
Senior Business Manager
Dermot has over 30 years financial services history with a number of institutions, most recently with Bank of Ireland for 20 years, operating in a number of management roles. He primarily dealt with the financial needs of a select portfolio of large commercial & professional business banking clients. This involved actively supporting their strategic plans across various financial platforms including lending, financial planning, bespoke Life & Pension planning, and managing medium & large investment portfolios. Dermot covered a variety of sectors, including Agriculture, Industrial & Technological, Hospitality, Healthcare & Retail.
Dermot continues to assist with clients’ strategic plans for generating, retaining & managing family wealth.
QFA Accredited.
Jolanta Zarzycka
ADMINISTRATION MANAGER
Jolanta will welcome you when you visit our offices. She has completed a Marketing and Management degree and manages the day to day running of our office.
Jolanta works to reduce our client’s workload when dealing with their finance which in turn frees up their time. She is a superb support to all our client facing advisors and actively interfaces with many clients on a daily basis.
Jolanta has been a key part of the development of CK Financial Solutions over the past 16 years and she has added value for clients of CK Financial Solutions through her efficient management of the office and follow through of commitments.
Carol McCabe
BUSINESS MANAGER
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 is a fulltime customer facing advisor primarily dealing with Life, Pensions, Income Protection, Various business covers, Saving & Investments and Wealth Planning.
Carol has a flair for business development and specialists in providing a ‘’hands on’’ approach to clients as they progress through the various growth cycles.
Working closely as a business partner with key decision makers and helping to implement incremental change allowing the business to achieve its full potential is a specialty which she can provide.
QFA Accredited.
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.
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.
Financial Advice With A Difference
Whether you need to plan for your retirement or want to look for opportunities for investment, we will assist you in making an informed decision by providing you with independent financial advice.
Your plan will be reviewed regularly to ensure that it changes along with your circumstances and the environment.
We deal with several providers on a daily basis and we are constantly evaluating their offerings to ensure that our recommendations meet your requirements and add real value to your wealth.
We offer our principal regulated activities on the basis of a fair analysis of the market and will sometimes receive income for our work from product producers, however we also give the option to pay in full for our services by means of a fee. Our Terms of Business which includes our Schedule of Fees are displayed on the website under the ‘Terms of Business’ icon at the bottom of this page.
Get in touch
Ready to make your money work for you? Let’s chat! We’re here to help create a plan that fits your goals and dreams. No fancy words, just a friendly conversation about your finances and how we can make them work better for you. Reach out and let’s get started!