About Money Sense Financial Services
Money Sense Limited t/a Money Sense Financial Services based in Killarney, Co. Kerry is a family run Company. We are a member of Brokers Ireland. Our Services include Financial Planning & Advice, Investments & Savings, Mortgages, Life Cover, Critical Illness, Retirement Advice, Pensions Advice, Business Protection & Income Protection.
Our Company’s aim is to be open, honest, sincere, hard working in all our dealings. We show real concern for all our clients. We assist clients with all their financial requirements in our ever changing environment.
We aspire to be the best we can be, driven by our commitment to our core philosophies and values.
Trust and Integrity are at the heart of everything we do. We aspire to give genuine helpful advice and an obligation to do things properly. Now more than ever, clients need to consult experienced and Qualified Financial Advisors to give impartial advice and sound judgement.
We are fully committed to our clients and will work to provide the most suitable solutions for their specific needs.
Meet the team
Our team has years of experience and will offer you the best service available to ensure you succeed.
John is a Qualified Financial Advisor (QFA) who has over 40 years of experience working in the Financial Services Industry.
Having previously worked in the Banking Sector for 28 years, John has acquired significant knowledge and experience in all areas of financial planning and advice.
Establishing Money Sense Financial Services has enabled John to use his extensive experience in providing impartial and sound judgement in the pursuit of better Client solutions in the open marketplace.
John is extremely passionate and committed to his work and prides himself on a positive ‘can do’ attitude. He is very dependable and will do everything in his power to assist customers achieve their financial goals.
In his spare time, John is a staunch GAA enthusiast, being currently involved with Dr. Crokes GAA Club as Manager of their Senior Hurling Team.
Originally from Newtownshandrum, John is a proud Cork man but has settled well in his adopted County and is doing everything in his power to promote the small ball game in Kerry.
John is also a member of Killarney Golf Club with a respectable handicap. John gives 100% in every project he undertakes and exudes positive energy and enthusiasm which can be infectious.
Mobile: 087 6534444
Mernie joined Money Sense as a Director in 2008 and works in the area of administration and compliance.
Mernie is an Economics and French graduate from UCC.
Mernie also has a postgraduate diploma in Computing and has previously worked in the IT industry for a number of years.
Mernie’s IT experience and business acumen are invaluable in organising and managing the office and maintaining strict compliance requirements.
Mobile: 087 8364150
Why Do Business With Us?
We are members of Brokers Ireland which is the leading representative body for Insurance Brokers with a combined strength of over 1,200 firms throughout Ireland. We embrace strict standards of conduct, professionalism and practice to ensure that high standards of service are delivered to all clients.
We have access to a variety of insurer’s products and can compare various product offerings and advise on best service provider, best cover rate from the most suitable provider.
We as brokers have a leading duty to our clients. We look at building customer loyalty and long-term relationships and spend time getting to know and understand the needs of our clients. We take away the burden and stress of searching the market and handling claims. We take the responsibility on clients’ behalf. Ultimately, we will go the extra mile to ensure that you get a personalised, efficient and friendly service.
In general we do not charge any fees as we earn commission from the Companies that we do business with. If a client specifically requests advice only then we refer to our terms of business and agree a fee with the client. The majority of our business is based on commission only. Please refer to the footer “Our Remuneration” at the end of this page in relation to fees and charges.
Some of the companies we work with are as follows: Zurich Life Assurance, AVIVA/Friends First, Irish Life, Standard Life, New Ireland Assurance, Royal London, NewCourt Retirement Fund Managers Ltd., BCP Asset Management, BlackBee Investments, BVP Investments, Bespoke Investments Ltd., Investec Bank , Brokers Solutions, Arena Capital, Quilter, Wealth Options, Cantor Fitzgerald, Haven Mortgages, KBC Mortgages, ICS Mortgages t/a Dilosk DAC, Permanent TSB & Conexim.