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Awards Season News – LPI Awards

  Curran Financial Services has been shortlisted in two categories for the upcoming Life, Pensions and Investment Awards which will be held in the Mansion House in Dublin on the 22nd of March of this year. We are incredibly proud of our nominations in the categories ‘Investment Broker of the Year’ and ‘Regional Financial Planning […]

Curran Financial Services is proud to welcome Colin Davis to their Financial Planning Firm

Curran Financial Services are delighted to announce the latest addition to our expanding team. A Galway native, Colin has a wide range of experience and worked in a number of roles before joining Curran Financial Services, including running his own signage company in the West of Ireland and working in real estate in London. He […]

Europe Brings Complete Transparency to Investing

The introduction of a new piece of legislation at the end of the year is rarely cause for celebration, let alone notice, and with a name like ‘Markets in Financial Instruments Directive (MiFID II)’ it wasn’t at the top of most people’s reading list for January. That’s a pity though, because this Directive is poised […]

Is Passive Investing Creating a Market Bubble?

There has been some talk in the media recently about a potential investment bubble  being created by passive investing, for example this article from the Irish Times. As a ‘Passive Investment Firm’ we do regular research on this whole area and felt it would be useful to offer our thoughts on a topic that is […]

Our Summer Event

We had a wonderful evening last Thursday at our summer event held in the Davy offices in Dawson Street in Dublin in conjunction with Davy and Dimensional Fund Advisors.  We kicked off with a drinks reception before dinner. After dinner the panel discussion moderated by Sarah McInerney from Newstalk Drive covered a range of topics […]

What Lies Ahead? – Event June 15th 2017

This Thursday, June 15th, Curran Financial Services are hosting a dinner for our valued clients at the Davy Offices in Dawson Street. After a drinks reception and dinner, Sarah McInerney, of Newstalk Drive will chair a discussion with Brian Hayes MEP, Gerard O’Neill of Amárach Research, and Alan Werlau the Senior Investment Strategist at Davy. […]

‘Allocation Rate’ – Two Words that could be Costing You Thousands (and how to fix it)

The Financial Services Industry is rightly accused of lack of transparency when it comes to fees. We are often challenged by new clients to explain our charging structure (which we are happy to do), usually because the individual has never dealt with an advisor who explicitly mentions fees. People are used to the ‘nod & […]

Staff & Service News

As anyone who works in business knows, there is always a fine line between growth and service capability. While business development is absolutely key to survival, too often companies focus on bringing in new clients to the detriment of their existing relationships. Over the last few months myself and Louise were very conscious that we […]

JCI Cork Launch 2017 ‘Cyber-Finance: A New Age in Money Management’

In January I was honoured to be asked present to the members of the Junior Chamber International (JCI) in Cork. Having previously spoken at the JCI National Conference, the leadership team felt their members would benefit from a similar themed presentation. At the Clayton Hotel on a Saturday morning (they’re very dedicated!), I spoke for […]

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