Welcome to Kerin Financial

We provide Financial Planning Services designed to achieve your goals

Who we help

  • Professionals looking to maximise their income
  • Families planning for a secure future
  • Business owners aiming for growth and stability
  • Retirees looking to keep and enhance their retirement funds
  • Individuals needing sound financial advice

What we offer

Our team of experienced financial planners craft personalised strategies, offering services such as:

  • Comprehensive financial planning
  • Investment portfolio management
  • Retirement planning
  • Tax optimisation strategies
  • Estate planning
  • Risk management and insurance advice

We dedicate ourselves to understanding your unique aspirations and challenges. By offering comprehensive and adaptable financial solutions, we ensure you are on track to meet your goals. Speak to a financial advisor today.

What Our Clients Say

Fantastic Service

Fantastic service on all things financial, Lucy offers a great service and always has the customers best interest at heart. Everything was very well explained which made my decisions so much easier and really put my mind at ease.

– Laura D.

Very Professional

Excellent service. They went over and beyond to assist in all financial advice and in mortgage application and set up of pension plan. They kept costs to a minimum also. Nice people to deal with. Very professional also!

– Kevin C.

Definitely Recommend

Excellent & efficient service from Kerin Financial. Great to deal with. I will be returning to them in the future and would definitely recommend Kerin Financial to others.

– Kenneth C.

Great Service

Great service from Lucy and the team, would definitely recommend Kerin Financial to others.

– Shaun C.

Our Process

Schedule an appointment with our qualified financial advisors

We will work to understand your personal financial circumstances

We will develop a personalised plan, designed to achieve your goals

Get Started Now

Book a free online or face to face meeting so we can help put you on the right financial path