Services

Based in Clonakilty West Cork, CMOR Financial Services comprehensive financial planning process takes into account all aspects of your life. From reviewing your current Financial position to Mortgage and Life Assurance needs along with helping you to set short, medium and long term financial goals with regards Investments, Pensions, Self Administered Pensions (SSAP) and Tax Efficiency.

Our Services

Protection

By planning in advance you can protect you, your family and your business against life’s uncertainties.

Go to Protection >

 
Retirement

Retirement Planning

A Pension is simply a very Tax Efficient Savings Plan. We will take the mystery out of what can seem complicated.

Go to Retirement Planning >

 
Investment

Investment

Most of us don’t spend enough time considering and choosing a particular investment asset, until it goes wrong.

Go to Investment >

 

Mortgages

It's a big move. We will guide and help you with the process. Make that dream a reality.

Go to Mortgages

 

Our Process

Once we have spent some time discussing the plans for your future, we then proceed to designing a recommendation and investment strategy to meet these goals.

Our Process

1. Build a Picture

We get under the bonnet to understand your past financial decisions, your current financial position and your goals for the future.

2. Research

we spend some time researching any current financial products you may have to ascertain their appropriateness and value. We also research the market for the best solutions for your future.

3. Recommendation

once step one and two are complete we will formulate a recommendation specific to your needs and goals

4. Review Meeting

we will meet you and go through our recommendation in detail and take your instructions at this time as to what business you may like to proceed with.

5. Ongoing Support

we will work closely with you and meet on a regular basis into the future to ensure we are there to support all your financial needs as your life progresses.

Contact Us Now For An Initial Consultation