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.
Winning the Race – Enhancing Compensation, Benefits & Financial Well-Being 1.75 MB
Yvonne Clarke, Head of HR Solutions with RBK, and Patrick Keegan, Wealth Management Director with RBK, presented on 'Winning the Race - Enhancing Compensation, Benefits & Financial Well-Being in the Modern Workforce' at our Annual Credit Union Seminar in May 2025
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RBK Credit Union Benchmarking Survey Results 2025 5.53 MB
This report summarises the findings of a survey of credit unions conducted in February/March 2025. It reflects responses from 57 credit unions and financial data from 81 published annual reports. This represents €12.32b or 57.3% of the total asset size of the credit union movement in the State. (The sector asset size was approximately €21.5b across 183 Credit Unions at 30 September 2024). The credit unions included in our research range in size from €17m to €580m and represent a mix of both community and industrial credit unions. Prior year data has been updated to reflect additional information that became available after our 2024 Credit Union Benchmarking Report was published. Non-financial data in this year’s report refers to the current year to date and includes prior year comparisons where available.Credit Union Benchmarking Report 2025
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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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