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ABOUT FINANCIAL STEPS | KEVIN DURCAN

Financial Brokerage Specialising in Life, Pensions & Investment Markets

Financial Steps opened its doors in 2019. With over 50 years of combined experience in the financial sector, Kevin and Veronica decided that they could offer a unique and personable product to their customers. The goal was to create a financial brokerage built on Trust, Reliability and Service.

Kevin followed in the footsteps of his father Paddy who worked in Life Assurance with New Ireland for over 44 years. He joined the team in 1987 as a financial advisor and spent almost 30 years creating and maintaining relationships with his helpful guidance. Kevin prides himself on being a true trusted adviser with his clients, many who are still clients to this day.  Kevin has particular expertise in pensions, providing invaluable advice up to and post-retirement. 

  • National Diploma in Sales & Marketing
  • Qualified Financial Advisor QFA. FLIA.RPA
  • Fellowship Holder in the LIA

 

Veronica began her career at Permanent TSB and has over 25 years’ experience. 15 of those years were spent as an Assistant Manager, gaining invaluable knowledge in the area of lending with a specific interest in mortgages. Veronica is determined to provide honest and impartial advice, paired with a reliable, top quality service.

  • Qualified Financial Advisor, QFA

 

“The brand to me is built on simple steps to achieve your financial freedom” – Kevin Durcan

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