financial advice

I am about to retire and need to maximise my post retirement pension options
Post Retirement Planning /Pension post retirement Approved Retirement Fund (ARF) . Approved retirement funds (ARFs) are retirement contracts in which you can invest all or part of your pension fund and from which you can then draw an income as you see fit. They are available to: The finance act 2006

I want to consolidate my pensions / investments
Having a clear view of all your existing pensions and investments can be quite a challenging task and bringing them together can help you make sense of where your money is invested and how it’s performing. Consolidating your portfolio can facilitate your investment decisions and eliminate a lot of costs and paperwork. . For

I want to increase my investment returns
Investment options We offer a wide range of investment options across different asset classes to suit all budgets and risk profiles. We can build a portfolio that matches any investment profile and can be as simple or as sophisticated as you like. We can access and assess investment options from

I wish to have professional support in my negotiations with my bank.
Better banking facilities can make a big difference to your personal life and your business. We can assist and support you in your dealings with your bank. This may be where you would like us to work with you in your preparing for your bank meetings or perhaps where you would also

I want to buy shares
We offer an introduction to share dealing services on behalf of our clients for both frequent and infrequent traders who wish to trade in publicly listed companies. For more information about share dealing contact Sheila or Declan on 044 9330729 or info@ckfinancials.ie

I want to plan around my existing business I wish to plan in advance towards my exit from my business
They say failure to plan is like planning to fail. Every business needs a plan and as an owner of a business, you recognise the importance of a strategic plan to ensure that your objectives are prioritised and met. Whether you’d like to expand your business, review your current business
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!