About Key Financials

Key Financials are Independent Financial Advisors with offices in Cavan and Monaghan.
Since 2006,  our team has been helping families and businesses manage their money and achieve financial peace of mind.

Financial Advice – Cavan & Monaghan

Key Financials are Independent Financial Brokers with offices in Cavan & 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.

Every recommendation we make is designed to help our customer achieve their financial goals. And 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. Because we are funded by the financial companies we work with, you will never have to pay us fees or commissions. Our goals are fully aligned with your goals, and we are committed to delivering 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 and help you achieve your financial goals.

At Key Financials, we offer complete financial advisory and money management for individuals and businesses, including:

  • Investments, Deposit Accounts & Wealth Management
  • Life & Serious Illness Protection
  • Income Protection
  • Pensions & Retirement Planning

Contact our team to arrange for your free initial consultation on 049 432 6841.

Read the latest from

Our Google Reviews

Key Financials
5.0
Based on 8 reviews
powered by Google
Laura McIntyre
Laura McIntyre
09:46 17 Jul 19
I recently had a meeting in Key Financials. I was interested in information regarding pensions and also some financial... advice as my eldest will be heading for college in September. I was given an appointment with Jacqueline McQuillan. Jacqueline gave me some great advice on different pension schemes which would be the most beneficial to me and also some information in relation to preparing for the college fees etc. She also gave me some great advice in relation to income protection insurance as no one ever knows what might happen. I found Jacqueline to be very informative and easy to talk to as she explained she's been down the same road with kids in college etc.read more
Gemma Kettle
Gemma Kettle
14:14 12 Jul 19
I would highly recommend Jackie McQuillan at Key Financials. She has been a great help and can explain items in a clear... way and with a professional manner. I also know her in a treasurer capacity in a local musical society. Definitely the go to person re financial matters. Thanks.read more
Maggie Geoghegan
Maggie Geoghegan
17:08 04 Jul 19
Thanks so much to Jackie McQuillan in Key Financials for all her help and straightforward easy to understand and sound... financial advice. With my eldest of 4 just finished 1st year in college, I only wish I had spoken to Jackie years ago! Highly recommend Jackie and thanks for explaining in a way even I could understand!read more
Kilsher Dany
Kilsher Dany
21:09 02 May 19
I was always confused by my insurance cover until I spoke to Jackie McQuillan at Key Financials about it. Prior to our... meeting, I didn’t fully understand how much cover I had or how long I was covered for. After consultation with Jackie, I was much more informed of the amount of cover I have, how long I have it for, and how much I am paying monthly. She was very patient and helpful and I came away from our meeting feeling it was very constructive and beneficial. I highly recommend Jackie for anyone looking to upgrade, or gain a better comprehension of, their cover.read more
Ann Marie Sexton
Ann Marie Sexton
09:31 02 May 19
I can highly recommend Jackie from Key Financials. Recently when I was looking for advice on pensions and for a... college savings plan for my kids, she went through all available options in great detail and broke them down in easy to understand language. I felt very confident that we found the best options for my needs. I found Jackie to be very honest and trustworthy and very professional.read more
Pamela McCormack
Pamela McCormack
09:06 01 May 19
Jackie McQuillan was an excellent advisor for this first timer. I had never taken a meeting with a financial advisor... but was recommended to chat to Jackie. From the start she was so professional and had so much knowledge on all the matters that was important to me. I felt I received sound advise on savings for my children along with life and serious illness cover. She was very approachable and easy to talk to and provided good financial advice in easy to understand terms. I felt that I wasn't being over sold or pressured into anything and Jackie really put me at ease.read more
Carol Mc Guinness
Carol Mc Guinness
20:34 30 Apr 19
I would highly recommend Jackie McQuillan at Key Financials. Figuring out the best pension options for me has always... seemed really complicated. However Jackie explained everything in a way that was very easy to understand and it didn't matter how many questions I asked. Also her warm approachable nature made me feel at ease and I feel very happy with the financial choices I made thanks to her very professional and invaluable advice.read more
Elaine Bradley-Ryan
Elaine Bradley-Ryan
11:17 16 Apr 19
John and Jackie from Key Financials have been invaluable in advising me on the products and services I needed as a new... business owner. They can advise on everything from Pension Schemes for me and my employees, Illness cover for me as a business owner - and a number of other services. Thank you!read more
Next Reviews

Clients First

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.

Working Together

Every recommendation we make is designed to help our customer achieve their financial goals. And 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, you will never have to pay us fees or commissions.

Our goals are fully aligned with your goals, and we are committed to delivering 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.

l

Complete Financial Advisory

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 and help you achieve your financial goals.

We Specialise in:

  • Investments, Deposit Accounts & Wealth Management
  • Life & Serious Illness Protection
  • Income Protection
  • Pensions & Retirement Planning

Financial Advisors Cavan & Monaghan

John Farrelly

A Qualified Senior Financial Advisor, John specialises primarily in the areas of investment, protection, pensions and retirement planning. With over 21 years experience, gained in AIB retail bank where John was a Senior Financial Advisor in Wealth Management and previously a Sales Manager with Irish Life & Royal London, John can help you in all areas of financial planning. John is from a strong tradition of farming and has a keen interest in the agricultural sector still.

Bertie Bleakley

A Qualified Financial Advisor, Bertie specialises primarily in the areas of life and serious illness cover, income protection, investments and retirement planning. With over 30 years of experience, he can help you in all areas of financial planning. Bertie can advise on both personal and family financial matters, making him a much sought after financial advisor.

Jackie McQuillan

A Qualified Financial Advisor, Jackie specialises primarily in the areas of family financial planning and money management. She can help you on your personal financial journey as you purchase your first home, start a pension plan and avail of tax reliefs, insure yourself and your assets and invest for you and your children’s future. Jackie is also a sought after financial advisor for women in business and female founders.

Meet Our Directors

Our professional accountants and tax advisors are experienced, knowledgeable and approachable. We understand your business needs and provide practical solutions to help you achieve excellent results.

Desmond Lowry

A Qualified Financial Advisor and IATI member, Desmond provides advice and tax services for SMEs and startups in sectors from agriculture to industry and services.

John Kieran

A Certified Public Accountant and member of CIMA, the world’s largest professional body of management accountants, John specialises in supporting startups and growing SMEs.

Phone: +353879067601 Email: [email protected] 

Patrick Cunningham

A Certified Public Accountant and Fellow of CIMA, the world’s largest professional body of management accountants.

Patrick specialises in strategic planning and performance improvement for SMEs.

Geoffrey Foster

A fellow of The Association of Chartered Certified Accountants (FCCA) , Geoffrey is also a fellow of the Certified Public Accountants (FCPA). With over 20 years experience he specialises in audit and assurance services, management reporting, business advisory services and cash flow management across a range of industries.

Monaghan Office


42 Dublin St,
Monaghan,
Co.Monaghan
H18DX90


049 4326841

[email protected]

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Drumlin Financial Services Limited t/a Key Financials is regulated by The Central Bank of Ireland. Registered Office: Aeta Place, Gortnakesh, Cavan, Co Cavan. Company Registration no. 407677

© 2020 Key Financials

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