Alan McCarthy Financial Services (AMCCFS) is regulated by the Central Bank of Ireland. AMCCFS offers independent and impartial financial advice to both private and corporate clients.
I am a Qualified Financial Adviser (QFA) and also have a Diploma in Wealth Management. I am currently studying for the Tax Technician (TMITI) exams through the Irish Taxation Institute. I have worked in the financial services industry since 1997 with Ulster Bank Limited, Bank of Ireland Life and as Director of Investments & Insurance in an Insurance Brokerage.
List of Financial Services Offered by AMCCFS:
Private Clients:
- Full Financial Planning Services
- Life & Serious Illness Cover
- Mortgage Protection
- Income Protection
- Personal Pensions/PRSAs/AVCs
- Pension Buy-Out-Bonds
- Regular Savings Plans
- Lump Sum Investment Bonds
- ARF/AMRF/Annuity
- Inheritance Tax Planning
Corporate Clients:
- Co-Director/Partnership Cover
- Key Person Cover
- Corporate Investment Bonds
- Company/Group Pension Schemes
- Group Life Cover Schemes
AMCCFS currently holds agencies with the following Insurance Companies and Investment Firms:
- Irish Life
- Zurich Life
- New Ireland Assurance
- Aviva
- Friends First
- Standard Life
- Caledonian Life
- BCP Asset Management
- KBC Bank Ireland
- Bespoke Investments Limited
Alan McCarthy Financial Services is registered in Ireland under Company Registration No. 384704.
Register office: 8 Elden, Maryborough Hill, Douglas, Cork.
Alan McCarthy Financial Services is a Multi Agency Intermediary regulated by the Central Bank of Ireland.
Download More Information
Terms of Business (PDF 98kb)
Statement of Authorised Status (PDF 1.5mb)
