Keyfinancials
Key Financials are Independent Financial Brokers with offices in Cavan and Monaghan. Established in 2006, our team have over 70 years of combined experience helping individuals and businesses to manage their money and achieve financial security. Our client-centred philosophy puts our customer first – where they belong. From our initial free consultation, we make it a priority to understand your needs, goals and aspirations. We learn what really matters to you so that we can customize a money management plan to help you reach those goals within a comfortable budget. We strive to always meet your needs and exceed your expectations. The greatest testament to our track record is the high retention rate amongst our clients. We are extremely proud that many of our clients remain loyal to us even as their financial needs change at various stages of their lives. Because our company is an independent brokerage, your needs are always placed before our own. We will research the products from a number of providers across the market, to ensure that you have access to the best possible product for your specific needs. We are funded by the financial companies we work with, so you will never have to pay us fees or commissions, and we get to offer impartial advice and strong value to our clients. We welcome frequent contact from our customers, to ask a question, to make a suggestion – or tell us about a change in circumstances which might influence their investment choices. We also make a point of communicating with our customers – proactively and often, so that they are well informed about their options, the performance of their investments, and any external market conditions which might impact them. We will work with you and for you – to effectively and carefully manage your money, help you achieve your financial goals, and deliver peace of mind for you and your family.
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2 contacts with verified email or phone · masked until revealed.
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John Farrelly
Senior Financial Advisor · Finance & Accounting
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Ciara Maguire
Administrator · Operations
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- 1administrator
- 1senior financial advisor
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