Christy McGee Insurances Ltd are a North East based Financial Adviser, providing sound financial advice to Businesses and customers nationwide. We’re long established in our current offices at 3 Crowe Street, Dundalk having opened our doors back in 1997.
We have built up a reputation for providing first class financial advice on everything covering Life Insurance, Pensions, Serious Illness cover, Investments & Mortgages .
During our consultations with our clients, either in our offices in Crowe Street or in the clients house, we discuss their financial needs and objectives. We carry out a full fact find with our clients and this allows us to determine exactly where a protection or pension shortfall may occur.
Its very important to understand that we don’t charge for our consultation service. However, some services require us to charge a fee and a full list of charges and this detail are laid out in our Terms of Business. Terms of business jan 2020
Our Crowe Street brokerage has become renowned for its competitive quotes on everything from life insurances and pensions to investments. Its through the close links that we’ve established with our customers and the community that has played a large part in our companies success. Far from standing still and resting on our laurels, myself (Christy) and my son David have been very busy expanding the business and in recent years we have acquired the client book of ‘the mortgage zone’, which was previously owned and run out of their office in Dublin Street by Siobhan McCoy and in the summer of 2014 we acquired Cuchulainn Financial Services book of business also.
This followed on from another successful acquisition in Dunleer a little over two years before that. These acquisitions enable our team to offer a larger range of services to both new and existing customers. We’re established in our offices here in Crowe street Dundalk since 1992 but Christy has been in the industry for almost 30 years. You know what people say “Large enough to serve your needs,Small enough to care”
Our Team here consists of Valerie Maguire QFA, Deborah Kirke, David McGee QFA RPA PTP and Christy McGee and recently Damien McCrink. Education and keeping up to date with current changed within our industry are vital here in Christy McGee Insurances Ltd. and we believe that updating your skills and education should never end.
David, on foot of passing his Retirement Planning Adviser (RPA) exams 2 years ago, went on to sit and pass the Pension Trustee Practitioner (PTP) exam. These exams allow David give expert advise on Group Pension, Trusteeship and Personal and Executive pensions. In January 2020 David went on to pass the Credit Union Regulation and Compliance module which aids him in his position as Compliance Officer with us here, as well as adding the designation CUC, CUG.
Damien has recently sat and passed his Life Insurance Exam in May as well as his Regulations Exam in September 2019. Having now achieved the designation of APA Life, he is registered for and successfully passed his Investments exam in Late January 2020, which sends him well on his way to being a full QFA (Qualified Financial Adviser). His next exam is the Pensions Exam due late May 2020.
As Christy McGee Insurances Ltd is a family owned and run company we pride ourselves on a top level of customer service and are always there to answer a customers queries, or help guide them through any claims or problems that they may be experiencing.
Christy established Christy McGee Insurances in our present offices in Crowe Street Dundalk back in 1997, having set up Christy McGee Insurances Ltd back in 1992. If you have Life Insurance or a Pension and your unsure of what exactly you have, why not pop in to us and we can help you understand what you have.
Our team would be only delighted to help you out.
Our terms of business is available for download, just click here.