Independent guidance for families and small business owners across County Cavan and nearby County Monaghan. We help you protect income, grow wealth, and retire with confidence.
As local financial advisors, we know the Irish market, the banks, and the providers. Ready to start?
We understand lenders, insurers, and tax rules in Ireland, so your choices fit how you live in Cavan.
Consumer protection in Ireland is overseen by the Central Bank of Ireland, and we build our process to meet those standards from first chat to written recommendations.
You get an annual check-in each year so your plan keeps pace with your life.
We focus on simple choices, explained plainly. Every client receives a short summary, a key facts document, and a next step.
Life insurance
Protect your family and keep their lifestyle secure. We compare policies and underwriters so you get the best blend of price and cover.
Mortgage protection
Match your cover to the loan term and rate type, with clarity on optional benefits.
Savings and Investment Planning
Build investment portfolios for goals from school fees to a new home. We explain risk, fees, and how compounding works, then set up your account with an Irish bank or platform.
Pensions
Start, review, or consolidate. We outline likely retirement income, charges, and switching options, and also offer over 50 pensions advice.
Tell us what you need and what matters to you.
We capture your current policies, savings, and money goals.
You receive a written plan with options for life cover, investment strategy, and pension funding. We include charges, features, and plain-English pros and cons. Every recommendation is information rich and easy to compare.
Once set up, we schedule a professional review each year to keep your strategy aligned with your life.
Age and health for life cover.
Sum assured and term for mortgage cover.
Time horizon, risk level, and fees for investments.
Contribution level and tax relief rules for pensions.
Prefer a quick estimate first? Fill in the form below and we’ll reply ASAP.
You get the strength of over 75 years of combined experience in Irish financial services. Our advisers hold industry qualifications and international recognition for performance and ethics.
Qualified Financial Adviser (QFA). Advice that meets the highest professional standards in Ireland.
Retirement Planning Adviser (RPA) and Approved Product Adviser (APA). Specialist guidance for pensions and protection.
Million Dollar Round Table (MDRT). Global benchmark achieved by top performers. Our team includes multi-year MDRT qualifiers.
We work across County Cavan and regularly support households in County Monaghan.
Yes. After discovery, you receive a concise report and rationale for each option so you can compare on price and features.
In Ireland, financial advice is supervised by the Central Bank of Ireland. We explain our authorisations and disclosure documents before any application.
Yes. Directors and sole traders can set up or review company pensions and savings.
Roger Carragher Financial Services is regulated by the Central Bank of Ireland.
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