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Welcome Credit Union Members

Meet Our Financial Advisors

Meet Our Financial Advisors

Our Process

At CU Insured we make it very easy for you. We meet you and find out what you need. After this we look at
your situation and do a review to see how we can help you.

Meetings are highly confidential

We can meet you at your local credit union, or at home, or at an alternative location – the important thing is that it suits you.

We understand that people lead very busy lives and can’t always take time off work to come into town.

Step 01

Initial Meeting

Your initial meeting will last between 30-45 minutes.

We want to ensure we spend sufficient time with you so as we understand your circumstances and your objectives

We would ask you to bring along any existing policies that you would like us to review for you to this meeting

Relax – we won’t expect you to make any decisions to purchase any products or services at this meeting

Step 02

Follow Up

We may come back to you and ask you for some more information if we feel it is important in finalising our recommendations to you.

We will use our expertise and experience to evaluate all of the options available in the marketplace in order to recommend a proposal that best suits your specific needs.

We will keep you informed of our progress during all stages of this process

Step 03

Complete

We will arrange a suitably convenient time and place to meet you in order to present our recommendations to you.

We will document, in plain English, our proposals and have a copy available for you to take away.

We will disclose all fees and/or commissions we will earn from our nominated Product Provider in order that you can be sure of our transparency and honesty.

Step 04

Review

Review needs on an annual basis at face to face meeting.

One-to-One Confidential Financial Advice

Book Your Free Consultation Today

Credit Union Member Testimonials

In my first meeting with Ger he explained what CU Insured were about, the services provided. I was very impressed so much so that I’m currently doing business with CU Insured through Ger. The service he provides is excellent, his explanations of available products and the advice he provides is top class

Stephen

With the help and advice of Sinead Herbert – CU Insured- my husband and I reviewed our Life Insurance/ Critical Health Insurance and she sourced a more suitable policy . I also have had guidance with pension advice enabling me to utilise the optimum Added Voluntary Contributions to enhance my final pension. Sinead has been professional , very knowledgeable and efficient. I certainly would recommend to my friends and family to meet with Sinead for a financial review. Thank you

Sandra

James, extremely professional, made insurance easier to understand and gave us a made to measure policy that suits our family's needs.

Rosemarie & Robert

I would like to thank you again for your fantastic advice and patients,not only did you get me better mortgage protection but you also got me and my partner life cover that we didn't have before and for a cheaper premium, we really are delighted with the level of service you provided.

Jackie & Adrian

Articles

Damien Hannigan

QFA
National Sales Director

087 2496987

damien@cuinsured.ie

Ger Griffin

QFA, LCOI
St. Ailbes, Roscrea, St Dominc's, Lisduggan, Tramore

085 8670062

ger@cuinsured.ie

Sinead Herbert

QFA
Ashbourne, Malahide, Trinity, Monaghan

085 8670066

sinead@cuinsured.ie

Ronan Forde

QFA
Tallaght & District, Tallaght West, Greenhills, Donore Dublin, Athlone

085 8670066

ronan@cuinsured.ie

Hazel Monaher

QFA
Gurranabraher and Ballincollig Credit Union's, Cork

085 8670065

hazel@cuinsured.ie

Eamon Lynch

MSc (Hons) Financial Services,
CFP, QFA
Director

087 2779067

eamon@cuinsured.ie
Contact US

We are members of
Brokers Ireland and regulated by
Central Bank of Ireland.
Registration Number C152488

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