The Financial Consultancy

The Financial Consultancy was established in September 1995 by Kevin Dooley to provide clients with professional financial advice on a personal basis. We treat clients as individuals not numbers?.

We pride ourselves on the one to one service clients receive by using the consultancy. We are directly regulated by the Financial Conduct Authority for both Financial Planning and Mortgage Advice. The services we offer and the testimony of our clients confirm that we are delivering what we set out to achieve.

With the advent of the Retail Distribution Review (RDR) we have altered our business proposition for client which is proving to be very successful. It involves finding out what the clients want to achieve personally and professionally and then showing how they can best organise themselves financially to get there. In client language, Where am I now?, Where do I want to be? and 'How do I do it?.