Patrick is a Certified Financial Planner™, has an MSc in Financial Services, is a Specialist Investment Advisor, a Retirement Planning Advisor and a Qualified Financial Advisor. Patrick’s aim is to help ensure our customers are financially independent.
Patrick’s areas of expertise include helping our customers plan for their retirement, the efficient drawdown and regular review of their pensions, ensuring their protection needs are met and that their investment strategies are appropriate. He advises high net worth individuals on their retirement planning, wealth protection, estate and succession planning strategies, and business cash extraction opportunities.
Patrick also specialises in providing advice to corporate clients on the design of pension and risk scheme structures, corporate investments, business protection and shareholder succession planning.
Life and Pensions Remunerations 354.25 KB
The Background - Pursuant to provision 4.58A of the Central Bank of Ireland’s September 2019 Addendum to the Consumer Protection Code, all intermediaries, must make available in their public offices, or on their website if they have one, a summary of the details of all arrangements for any fee, commission, other reward or remuneration provided to the intermediary which it has agreed with its product producers.
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Sustainable Finance Disclosure Regulation (SFDR) Disclosure Document 449.33 KB
How RBK Business Services Limited, trading as RBK approaches sustainability risks and adverse sustainability impacts in the advice we give you about savings, investment and pension products
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Wealth Management Letter of Engagement 294.53 KB
The purpose of this Engagement Letter, which supersedes any prior versions, is to set out the basis on which we will carry out the functions of Financial Adviser to you.
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Privacy Policy - March 2020 187.15 KB
RBK is committed to ensuring that your privacy is protected. This Privacy Policy (together with our General Terms of Business) sets out the basis on which any personal data we collect from and about you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.
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Succession & Estate Planning Update - May 2022 2.81 MB
The third event in RBK's Lunchtime Series, with RBK and Reddy Charlton Solicitors was held on Thursday, 19th May 2022.Stephanie Whelan from Reddy Charlton Solicitors gave an overview of succession law, including particular consideration in light of modern family arrangements, Enduring powers of Attorney and the impact of the Assisted Decision Making (Capacity) Act 2015. RBK’s Richard McAufield considered taxation implications of gifts and inheritances including life time gifting, assets passing on death, discretionary trusts for incapacitated children, common reliefs and foreign considerations in estate planning. RBK’s Patrick Keegan provided an overview of opportunities to use a pension as a vehicle to pass on wealth tax efficiently to the next generation and the interaction between pension funds and CAT rules.
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ILCU Pension Webinar 1.44 MB
RBK hosted a webinar providing an overview the ILCU Defined Benefit Scheme where we discussed a number of issues for those credit unions that are currently considering their options. Speakers were, Michelle O'Donoghue, Audit & Business Advisory Director, Patrick Keegan, Wealth Management Director and Yvonne Clarke, HR Solution Manager.
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