A Wealth of Experience in Financial Services
Personal service, expert advice and a wealth of experience – the hallmarks of Keaney Financial Services across the broad range of services we offer.
Financial Reviewread more >
Understanding a client’s specific financial needs and responding appropriately, is a cornerstone of the advice we give.
At Keaney Financial Services we specialise in providing impartial advice to each of our clients, regardless of whether it’s an individual, an SME or a large organisation.
Key to this advice is the financial review, whereby following an initial “probing” meeting, we gather details on all existing financial, pension and investments arrangements, including assets and liabilities. Investment risk profiling is an extremely important part of this process, as we endeavour to “mix and match” the client’s attitude to investment risk.
This information allows us to identify “gaps” as appropriate, in pension and life cover, investment opportunities and recommend ways in which the client’s well being and goals are best achieved.
We meet with clients on an annual basis, to ensure they are maximising the various tax shelters available and that their financial goals are continuing to be met. Also, as a client gets older or as they approach retirement age, their attitude to investment risk tends to change, so appropriate actions need to be taken, to reflect this.
As Authorised Advisors, regulated by the Central Bank, we are duty bound to provide consumers with the most appropriate, cost and tax efficient advice and clients can rest assured that this is a role which we take very seriously.