Tel: 074 912 4366
57 Port Road, Letterkenny, Co. Donegal

CLIENT TESTIMONIALS

See what our client say about us

We met with Shona Chambers with the purpose of accessing some funds from our company pension. Shona's knowledge in all aspects of financial and pension rules was evident from the start of our meetings, and it was encouraging to us to know that our request was in good hands. Shona was proactive in requesting the required documents to help to speed up the process with Zurich. The result was a very fast turnaround. At no time in our meetings with Shona, did we feel she was in a rush. She always took the time to explain things, and to answer our questions. Shona prepared well in advance of our signing's by having all of the documents ready.We are very happy to have Shona handle our pension and would recommend her as an advisor."
, Michael & Jenny McGlinchey
John McColgan has looked after our pensions for several years. We have found John to be very professional and knowledgeable in all aspects of pensions. We would highly recommend John and his staff to anyone considering pensions and investments.
, John Duffy & William Duffy, Duffy Express Freight
Having previously engaged other financial advisors with mixed results we were recommended John McColgan as a person who would assist with our company pensions impartially and professionally. John personally met with all the company personnel on a one to one basis ensuring that each received relevant advise relating to their own circumstances. We have nothing but positive feedback from all who dealt with John and would gladly recommend him and his company to provide a bespoke service tailored to the individual’s needs……."
, Adam Leadly Architects, Letterkenny

John McColgan

(QFA FLIA)

John has almost 30 years experience in Financial Planning. Having attended the Letterkenny Institute of Technology, John is a Qualified Financial Advisor and also a Fellow of the Life Insurance Association. John worked for a large Irish financial services company before setting up his own brokerage in 1991, incorporating in 2004. He has a reputation for delivering excellent personal customer care, combined with dependable and confidential service to both individuals & companies. A native of Buncrana in the Inishowen Peninsula, John now lives in Letterkenny. He is an avid sports fan, particularly GAA, soccer and cycling.

Shona Chambers

(BA (Hons), QFA RPA)

Shona Chambers is a Qualified Financial Adviser (QFA) and Retirement Planning Adviser (RPA). She has worked in the financial services sector since 2003. She earned her BA (Hons) from the National University of Ireland, Maynooth, and her professional experience includes working at a number of major Dublin-based financial services firms. She is also a Certified Accounting Technician, with Accounting Technicians Ireland. A native of Letterkenny and living in Ramelton, Shona is actively involved in the local community. She serves as Director and Treasurer of Letterkenny Community Childcare Ltd, a member of the Donegal branch of Junior Chamber International (JCI), and…

LATEST NEWS

Why you need to review your pensions with the bank!
31-May-2017 | By Shona Chambers
I often encounter clients who, at one time or another, were sold a pension product through a bank. In many cases, people with pensions…
It’s not easy being green? Actually, it is!
20-May-2017 | By Shona Chambers
It’s not easy being green, Kermit the Frog once lamented. But I’m going to explain today why it is easy to be green --…
No-one will care about your family when you die!
5-Apr-2017 | By Shona Chambers
Let’s face it folks, NO-ONE will give a hoot about your family when you die! You might not want to think about it, because…