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
2
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...

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