Thursday October 22, 2020

Independent advisers earn clients’ trust

Independent pension advisers need to keep on top of an ever-changing market to earn their clients’ trust and provide the best service

22nd April, 2015
Colm Kelly, (QFA, LIA Dip), managing director, Cregan Kelly O’Brien Financial Planning

Business doesn’t generally walk through the door for independent pension advisers, they have to win custom the hard way, and continue to earn it through trust and the provision of an exemplary service.

Colm Kelly, managing director of Cregan Kelly O’Brien Financial Planning in Dublin, said: “Encouraging clients to regularly review their pension is an integral component of good service. Ideally, we like to review client pensions twice yearly and for clients with...

Subscribe from just €1 for the first month!

Exclusive offers:

All Digital Access + eReader



Unlimited Access for 1 Month

Then €19.99 a month after the offer period.

Get basic
*New subscribers only
You can cancel any time.



€149 For the 1st Year

Unlimited Access for 1 Year

You can cancel any time.




90 Day Pass

You can cancel any time.

2 Yearly



Unlimited Access for 2 Years

This product does not auto-renew

Team Pass

Get a Business Account for you and your team

Related Stories

‘A key challenge will be to ensure that digital transformation of health care is equipped with professionals’ says Elizabeth Farries, Assistant Professor in the UCD Digital Policy Programme.

post reporter | 3 hours ago

‘As a whole, I think the healthcare sector has risen to the challenge“ says Owen O’Doherty, CEO of

Post Reporter | 14 hours ago

‘We have been involved in helping clinicians find new ways of delivering care during the pandemic’ says Eamonn Costello, CEO, patientMpower

Post Reporter | 1 day ago