Welcome to Colm J Kelly Financial Planning
We specialize in providing high quality personal advice to people of widely differing financial resources and of all ages on the many aspects of Financial Planning.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We assist businesses in the increasingly complex area of corporate financial planning, providing advice on pensions, protection for directors or key shareholders, tax reliefs and aspects of exit strategy planning. We advise on how business owners can create financial independence for themselves and their families at the required time to ensure that the most important things to them which are their family and business, are protected from unforeseen events along the way.
By spending time on understanding what makes you and your company successful and your own specific wealth creation objectives, we are able to put plans of action in place. Our services apply to all companies wherever they are in their life-cycle, from start up to exit.
We strive to offer the very best service to develop a long term relationship with you. This is achieved by building loyalty with our clients with our honesty, integrity and commitment to the highest standards of service. This has enabled us to keep our existing clients happy and attract new clients by way of referral.
We are Financial Advisors and we are not tied to any one particular investment, bank or life company. This enables us to find the best unbiased solution to suit your situation.
We aim to deliver our commitment by:
- Providing personal face-to-face financial advice
- Giving you the opportunity to review your financial affairs regularly
- Keeping you informed of the latest news and any changes that might affect your personal situation
- Listening to your feedback
- Ensuring that our dealings with you are sensitive to your needs
- Our simplified approach is because we have found from experience that for many clients putting in place a comprehensive financial plan can be confusing and somewhat overwhelming.
- Our approach is based on jargon free, plain English that puts you in the picture and ensures that you fully understand the products and services you are buying.
You can be assured that all technical, taxation and legal or product related queries you have will always be answered with reliability and accuracy to your complete satisfaction.
We can offer advice on business protection. This protects your company from financial loss in the event of a death or serious illness of a key employee.more
CJK Financial Planning offers advice on Personal Protection, protecting your income in the event of your death.
An Executive Retirement Plan is set up by an employer/director(s) to provide pension benefits for themselves at retirement.The main advantage of this plan is that the company contributes to it.more
Personal Pensions are organised individually by self employed people or employed people who are not part of an occupational pension scheme. You can protect your family against financial loss due to deathmore