Investment Advice Cavan
Key Financials are Independent Financial Brokers with offices in Cavan and Monaghan. Our team have over 70 years of combined experience helping individuals and businesses to manage their money and achieve financial security. Key Financials was established in 2006 in Gortnakesh, Cavan, when we recognized great limitations in the Financial Management services that were available on the market for Irish consumers.
At that time, Irish Consumers received most of their financial advice from the place where they did their banking. Consumers were offered only their bank’s proprietary products for pension, investments or insurance – even if these products were not the best performing products on the market, or the best fit for that consumer.
Key Financials Cavan
The Key Financials team saw a real need in the market for Independent Financial advice. They envisioned an Independent company, not tied to any single provider, which could offer the consumer real, independent advice and help him select the product that is right for him instead of the product that is on offer from one provider. Consumers deserved better.
Within one year of opening our flagship Cavan location, we expanded to a second location in Monaghan town, in response to customer demand in that area. Our second office location offers our customers in the area greater convenience – and our team of Financial Advisors split their time between the two locations.
Depending on our customer’s preference, our Financial Advisors can host a meeting in our Cavan office, or our Monaghan office, or even in our Client’s home or place of business. This approach is in line with our client-centred philosophy of putting our customer first – where they belong.
Regardless of whether you meet us in Cavan, in Monaghan, in your home or in your place of business, your initial consultation is always free. From that initial meeting, 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.
Schedule a meeting with one of our Financial Advisors in Cavan now.
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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