Advisor Billy Crosbie FINANCIAL
Billy Crosbie QFA RPA
Turn your money confusion into a clear, simple plan – starting with one meeting.
Offering a professional Financial Review without cost* to a limited number of Wexford households this June.
*can cost up-to-€295 with other advisors.
- Since 1996
- Wexford-Based
- Impartial Advice
- Clear Written Plan
- Private Home Visits
- Daytime & Evening
Does this sound like you?
Is this you?
You live in Co. Wexford, you’re a homeowner, and you have a comfortable household income; – the kind where being tax-efficient really matters.
You’re in your 30s-to-50s and life is busy.
You’ve got scattered bits of paperwork lying around, but it hasn’t had a proper financial review in-a-while.
You’d benefit from a calm, impartial review that pulls everything into one clear picture – where you stand today, what “enough” looks like for the years ahead; and the simple steps that will get you there.
Your schedule is hetic, so an evening (or a morning) at the kitchen table would work best for you to sit with Billy, and go through the bits you’ve gathered in plain-English.
What You'll Get:
- Thorough review of your current financial standing
- A unified picture of accounts, policies, and priorities
- A follow-up summary report in plain-English
- Practical steps you can act on now or later
- Clarity on “how much is enough” for retirement & protection
- Peace-of-mind and a shared understanding as a couple
- Convenience: home visit or evening times available
How it works:
01.
Short Intro Call (5–mins)
We check fit, your goals, and preferred meeting location (home or public).
02.
Financial Review (∼90–mins)
We pull everything together and map a simple, written plan you can keep.
03.
Next Steps (zero-pressure)
Take your plan away. If and only if it helps, we can discuss options for a second meeting.
Why this approach works:
Why it works
Clarity over Complexity:
We turn scattered info into a single, simple plan.
Independent Mindset:
No pushy agenda; your review is 100% impartial.
30-Years of Experience:
Three-decades advising families and business owners.
Empathy & Understanding:
A long background in helping families at difficult times.
Local & Convenient:
Home visits and after‑hours slots for busy households
What we may recommend (if needed)
Individual Pension
For families or individuals across Wexford.
Corporate Pension
For Wexford business owners.
Family Protection
Life Cover • Critical Illness •
Salary / Income Protection
Investments & Savings
Regular Contributions •
Lump Sums
Meet Billy Crosbie
Billy Crosbie (QFA RPA) has worked in the Life & Pensions industry since 1996.
Over his 16-years working with New Ireland (2004-2020), he gained invaluable experience across the sector before joining forces with his ex-colleague, Sean Quirke, in March 2020. Today, Billy advises families, individuals and business owners across Co. Wexford with access to a broad panel of leading Insurance and Pensions Providers in Ireland.
Since 1999, Billy has continually partaken in the CPD programme for Qualified Financial Advisors (QFAs), and he was amongst the first cohort of advisors to gain his Retirement Planning Advisor (RPA) qualification in 2014, when the course first began.
His long-standing involvement in his family’s Undertaking business since leaving school left Billy with an increased understanding and empathy for people in need of financial support at such times. It is from this early experience that Billy derives his passion about his work as a Financial Advisor.
Clients value Billy’s plain-English explanations, his calm approach, and his focus on clarity. The starting point is a Financial Review: a no-pressure meeting that can be up-to-90-minutes; that organises the moving pieces, highlights priorities, and leaves you with a simple written plan you can keep.
What local households say
Working with Billy Crosbie for decades as our financial advisor has been an outstanding experience.
He gives us his time and attention, taking care to understand and explain. Billy’s integrity and honesty shine through in the sound, experienced financial advice he provides.
We have successfully used several of Billy’s financial services and would be delighted to recommend him to anyone seeking trustworthy guidance.
Billy Crosbie first helped me set up a pension back in 1998.
He has advised me ever since, with regular reviews and good advice whenever I’ve needed him.
I gained real peace of mind when Billy put in place the right level of income protection while I had a young family and a mortgage.
I wouldn’t hesitate to recommend Billy as your personal financial advisor.
Billy has been my ‘Go-To’ for financial advice since having an investment review in my local bank a good few years ago.
Billy was able to offer much lower charges than the bank were, for the very same plan.
He also tidied up some old work pensions for me where I now have better options for retirement and always kept me updated especially during uncertainty in the stock markets.
There’s no doubt Billy has changed my present and future.
I’ve had the pleasure of dealing with Billy over the last 10-years.
His clarity and experience guided me through financially challenging times and transformed my pension and investment schemes.
I now have such peace-of-mind and confidence for the future, and zero-stress.
Billy explains everything in a language I can understand, he answers all of my questions, and is generous with his time.
Without Billy as my financial advisor, I wouldn’t be in the positive position that I am today.
Ready to replace
financial uncertainty
with one clear plan?
Apply in under a minute.*
Frequently Asked Questions
How much does it cost?
Many advisors charge up to €295 for a financial review. Billy provides his at no cost — but only for a limited number of Wexford households each month. It’s a chance to experience honest, impartial advice first, with no pressure.
How long does it take?
The main meeting can take up-to 90 minutes. We also do a brief 5–10 minute introduction call.
What should we bring?
Recent policy statements, pension information, savings/investments summaries, mortgage details, an overview of your household income & expenditure; and any questions you have.
Can you visit our home?
Yes — home visits or a public venue are available, plus evening appointments on request. Alternatively, the meeting can be held at Billy’s office in Enniscorthy.
Are you independent?
We operate with an independent mindset and a wide panel of Ireland’s leading providers.
The review is completely impartial, and any recommendations are tailored to your unique situation.
What happens after the review?
You’ll receive a written summary with recommendations.
If helpful, we’ll arrange a second meeting within ~two weeks to decide on any next steps.
- Enniscorthy, Wexford
- +353 (0)87 143 2550
- billycrosbie@qfs.ie
ABC Financial t/a Billy Crosbie is a tied agent of Sean Quirke Financial and is regulated by the Central Bank of Ireland.
