Financial Services

McQuinn Consulting has been a provider of professional financial services in Kerry since 1988. From our offices in Tralee, our financial unit offers a professional opinion through QFA (Qualified Financial Advisor) qualified staff on your current financial position and advice as to what adjustments can be made in order to optimise your income.

McQuinn Financial Services Limited holds current Professional Indemnity Insurance cover.

Services provided include:

  • The Financial Health Check
  • Review of customers investment portfolio
  • Review of current borrowing arrangements
  • Review of present pension arrangements
  • Review of life, serious illness & fire cover
  • Review of customers financial objectives
  • Independent advice Commercial Borrowing/Leasing
  • Completion of Commercial loan applications
  • Leasing arranged
  • Advice and completion of loan restructures
  • Lending rates reviewed/negotiated
  • Rate Checking Service – Are you paying the correct rate of interest?
  • New business proposals discussed and analysed prior to discussing with bank/financial institution.
  • Professional advice
  • Investment Advice

Investment Advice

Through our own Qualified Financial Advisor (QFA), McQuinn Financial Services can give tailored advice to individuals who have funds to invest regardless of the amount available to them.

A recommendation is made based on the client’s unique personal circumstances & financial situation.

Share Dealing

Buying or selling shares Kerry PLC (or other) shares? McQuinn Financial Services is an intermediary for Cantor Fitzgerald. Please call us for up to date Rates.

McQuinn Financial Services Ltd is regulated by the Financial Regulator as a Multi Agency Intermediary and as a Mortgage Intermediary