Buncrana financial advisor | Contact Advice First Financial
Advice First Financial offers comprehensive financial services from our Buncrana office providing tailored financial advice across pensions, protection, mortgages and investments. Our local experienced financial advisors work with individuals, families and business owners across Inishowen to deliver clear practical solutions suited to local financial needs. We offer in person consultations.
Retirement and pension planning Buncrana
We provide financial services specifically tailored to public sector professionals in Buncrana including teachers, nurses, Gardaí and public or civil servants. These services are designed to complement your existing entitlements and help you maximise your retirement and protection benefits.
Planning for retirement is a long term commitment that benefits from clear independent guidance. We help our Buncrana or Inishowen clients with a wide range of retirement options whether you are self employed, a PAYE worker or part of the public sector.
Personal pension options
- Personal retirement savings accounts (PRSAs)
- Executive pension plans for business owners
- Approved retirement funds (ARFs)
- Annuity advice for those nearing retirement
Public sector pension support
- Guidance on additional voluntary contributions (AVCs)
- Pre retirement benefit analysis
- Pension projections and retirement options
Life insurance and protection services Buncrana
Financial protection or insurance is an important part of long term planning. We provide personalised cover options for Buncrana clients and their families.
Individual protection plans
- Mortgage protection cover
- Serious illness cover for critical health events
- Income protection insurance to support earnings during long term illness
Business protection and estate planning
- Key person insurance to protect staff continuity
- Business loan protection
- Inheritance tax planning and wealth transfer advice
Mortgage advice and home finance Buncrana
Our Buncrana team supports home buyers and property investors with professional mortgage advice across a range of property types and borrower situations
Home finance solutions
- First time buyer mortgages tailored to your income
- Help for buyers moving home or switching lenders
- Advice on self build mortgages including coastal and rural sites in Donegal
- Remortgaging for better rates or equity release
- Senior mortgage options and equity release for older clients
Investment planning and wealth management Buncrana
Building long term financial resilience requires a structured investment strategy. We work with Buncrana clients to:
Investment planning and wealth management solutions
- Develop investment portfolios based on life stage and goals
- Review existing investments for performance and suitability
- Plan regular savings strategies for education or future needs
- Assess risk tolerance and adjust asset allocation
Local knowledge and practical advice Buncrana
We consider
- Local employment trends and income patterns
- Property values and development trends in Buncrana and Inishowen
- Availability of regional mortgage lenders
- Financial considerations unique to coastal and rural living
- Implications of cross border working
We also understand the needs of returning emigrants and those managing family finances across generations
Pascal Curran QFA, APA
Director & Financial Advisor
Pascal has been helping people make informed financial and mortgage decisions for over 30 years. After working with Irish Life and Canada Life, he founded Advice First Financial Services in 2005 with a clear aim: to offer honest, straightforward advice built on trust. Today, Pascal continues to lead the firm with a steady focus on growing the business responsibly and helping more people build financial resilience through personalised advice.
email: pascal@advicefirst.ie
Shauna Duggan QFA, MA
Senior Mortgage & Financial Advisor
Shauna joined Advice First in March 2025, bringing over two decades of experience from her time with Ulster Bank. With a strong track record in financial advice, mortgage lending and operations, Shauna is known for her calm approach and deep expertise. We’re delighted to welcome her to the Advice First team – our clients are in excellent hands.
email: shauna@advicefirst.ie
Kevin Atkinson QFA, RPA
Senior Financial Planner
Kevin came on board in March 2025 and brings with him a wealth of experience gained since 2013. He’s known for his clear communication and practical approach to building financial plans that support clients’ real-life goals. We’re thrilled he’s joined the team – his thoughtful approach fits right in at Advice First.
email: kevin@advicefirst.ie
What to expect from your first meeting
What to expect
- Discuss your financial goals, timelines and priorities
- Review your current financial position
- Explain all available options clearly
- Recommend suitable next steps and documentation
FAQs for Financial Advisor in Buncrana
What pension options are available for self employed workers in Buncrana?
How long should I allow for the first consultation?
Most first meetings last between half an hour and 45 minutes. This gives us enough time to go through your current situation, understand what you are aiming for, and outline some next steps. We keep things relaxed so you have space to ask questions and make informed choices.
How does income protection work for Buncrana residents?
What mortgage products suit Buncrana and Inishowen properties?
Are there investment options for retirees in the Buncrana area?
Do you offer in person consultations in Buncrana?
Where is your Buncrana office based?
Our Buncrana office is situated just a short walk from the town centre, easily accessible to those living locally and across Inishowen. With nearby parking and public transport links, clients can visit us without hassle. Full address and directions are available on our contact page.
Can I meet with someone in person at your Buncrana office?
Yes, you can arrange to meet one of our financial advisers face to face in Buncrana. Many clients prefer sitting down in person to talk through decisions around pensions, protection, or mortgages. Appointments can be scheduled by phone or using our online form.
What financial services are available in Buncrana?
Clients in Buncrana can access our full range of financial services including mortgage advice, pension and retirement planning, savings guidance, income protection, and life assurance. We also support public sector employees with tailored advice on AVCs and scheme entitlements.
Do you offer tailored advice for Buncrana residents?
Yes. We work closely with people living and working in the Inishowen area, offering local insight that national providers may overlook. From understanding mortgage options for coastal properties to helping teachers or nurses with public sector pensions, our advice is specific to local needs.
Speak with a Buncrana financial advisor today
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How to find Advice First Buncrana
Start your financial planning journey
If you live in Buncrana or anywhere in Inishowen we can help you plan for your future with clear and independent financial advice.
Contact us to arrange your first consultation.