About Us

All you need to know

At CMOR Financial Services, our aim is to provide high quality financial advice as your trusted Financial Advisors. As Brokers based in Clonakilty, West Cork, we aim to help our clients to achieve their financial needs, objectives and priorities through a long term ongoing advisory relationship.

THE COMPANY

CMOR Financial Services are established almost 20 years and our team, have over 100 years combined experience, in assisting clients with their financial needs.

We are Financial Planning Specialists, who hold a wealth of experience in Pre and Post Retirement Planning, Investment & Protection advice both Corporate and Personal. We use this experience to look at Wealth Creation/Preservation, Self Administered Pensions, Tax Efficiency and Inheritance Tax Planning, to ensure appropriate financial solutions for all our clients. We have access to the broader market and strive to give you the best service, products and value at all times.
CMOR Financial Services also assist you in the biggest purchase of your life, your Home. We have a Mortgage specialist that will guide you in applying for a mortgage either for your home or an investment property. We also provide mortgage protection needs at this important time.

Our team of Financial Advisors take the time to listen to our clients wishes, gather relevant information, analyze their needs, so as to ensure that the recommendations we make are appropriate and specific to their individual needs. We ensure that our clients have time to consider these recommendations and can make informed decisions about their financial future.

MEET OUR TEAM

Over 100 years combined experience, in assisting clients with their financial needs.

Anna Murphy

Anna Murphy

Senior Financial Advisor

Wealth Manager and Practice Manager with over 28 years experience.

Terry Moloney

Senior Financial Advisor

Extensive knowledge of the Life and Pensions industry with over 40 years experience.

Marge Doolan

Financial Advisor/Mortgage Specialist

Mortgage, Life Assurance, Specified Illness and Investment specialist with over 25 years experience.

Claire Haughney

Office Administrator

Administration graduate of Cork Institute of Technology and a registered Qualified Financial Advisor.

EVERY CLIENT MATTERS

We truely believe that every client matters. These are just a small sample of some of the many very happy ones.