Who We Are
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.
Investment Planning
Structuring Investments To Suit Clients Requirements In Their Pension And Investment Portfolios
Financial Planning
Helping Clients Set And Implement A Financial Strategy Specific To Their Needs And Requirements
Retirement Planning
Helping Clients Live The Life They Want To Live In Retirement Without The Fear Of Running Out Of Money
PensionTax Planning
Using Pension As A Tax Efficient Method Of Reducing Tax Liabilities While Simultaneosly Building Wealth For Individuals
Money Sense Financial Services
Navigate Homeownership with Confidence
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.
Empowering clients with honest financial guidance to build secure, confident, and successful futures.
To provide transparent, personalised financial solutions that support our clients’ goals at every life stage.
Meet Our Team
MoneySense Financial Services
Our team has years of experience and will offer you the best service available to ensure you succeed.
John Lenihan
John is a Qualified Financial Advisor (QFA) who has over 40 years of experience working in the Financial Services Industry.
Our Partners :
Why do I choose Money Sense
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.
Will you offer me choice?
Godard vegan heirloom sartorial flannel raw denim +1 umami gluten-free hella vinyl. Viral seitan chillwave, before they sold out wayfarers selvage skateboard Pinterest messenger bag.
What are the advantages of doing business wth you?
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.
How much do you charge?
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.
What companies do you work with?
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.