Verified Since: January 2019
First Rate Financial Planning is a leading Dublin based independent mortgage & financial services brokerage. The company is headed up by Shay Fitzpatrick & Kevin McNerney who have over 50 years combined experience in the financial services sector.
Kevin has broad experience in the Financial Services industry that he utilises in bringing expert solutions to the clients of First Rate Financial Planning. Having achieved a Bachelor of Science Degree in Property Studies in DIT, Kevin also then qualified as Qualified Financial Adviser, with an attaching Diploma in Financial Advice and Mortgage Practice.
Starting his career as a mortgage adviser, Kevin established The Financial Planning Company in 2007 as part of the Citadel Group. He built up a strong network of clients, providing mortgage and broader financial advice to them, and establishing an excellent reputation for innovative solutions delivered in a highly professional manner.