Established in October 2013 Cantwell Financial Advisors Ltd is an Independent Financial Broker where we offer a service that is tailored to your exact needs.
Our independent status means we are not tied to any particular company and so we can research the Irish financial market and select the best solutions for you.
We recognise that planning for your financial future is “All about You”: Your Ambitions; Your Family; Your Health; Your Business & Your Outlook on Life.
We provide bespoke and personalised solutions that cater for each person’s unique requirements by working in a relationship with our clients. Our process entails meeting our clients, and learning about their requirements, and then coming up with solutions specifically designed for them.
With our in depth knowledge and expertise in financial matters, complemented by a highly personalised service means we are ideally positioned to help you achieve your own Financial Goals.
We are members of the following organisations:
Brokers Ireland and Life Insurance Association (LIA)
Karen’s experience in Financial Services spans over 20 years to date. Karen worked through the ranks and in 2001 she was promoted to the role of Broker Account Manager with Canada Life, where she had over 12 very successful years before setting up Cantwell Financial Advisors Ltd.
Karen worked closely with a panel of brokers and offered solutions to client’s financial needs. Her relentless commitment to client service, keen analytical skills and professional attitude ensured that ‘best fit’ solutions to client requirements were always achieved.
She is a Qualified Financial Adviser (QFA), is a Fellow of the Life Insurance Association and holds a Diploma in Business Studies. As a QFA she undertakes comprehensive and ongoing continuous professional development which covers all updates in pensions, investments, life assurance and regulatory changes