Joc Financial Services Ltd

JOC Financial Services Limited, founded on 2 September 2019 and trading under the name of its founder James O'Connor, offers a personalised, confidential approach to financial planning. Based in Tralee, County Kerry, the firm draws on Jim's extensive background - a former secondary school teacher with qualifications in mathematics, Irish, marketing and the QFA FLIA - to deliver advice that recognises each client's unique circumstances.

The company's product suite covers the core pillars of personal finance: pensions designed to secure a comfortable retirement, a range of investment options, life-insurance policies that protect loved ones, income-protection cover for loss of earnings, and specified-illness cover that provides a tax-free lump sum if a serious condition is diagnosed. By using detailed Fact-Finds, JOC tailors recommendations rather than applying a one-size-fits-all model. Regulated by the Central Bank of Ireland (reference C500170) and a member of Brokers Ireland and the Life Insurance Association, JOC Financial Services combines regulatory rigour with a friendly, client-focused ethos.