As a Qualified Financial Advisor, I meet people on a daily basis who have questions about their finances, especially in the current climate. My job as an advisor is to answer these questions and to help you identify the best solutions that will give you peace of mind. I can arrange to have a look at your current financial setup and assess your concerns and your financial goals for the future. I ca
n provide with a detailed report with expert recommendations for you to consider without obligation. In today’s world, I believe the role of a trusted financial advisor cannot be over emphasised when you consider the potential needs for family protection, income protection, retirement planning, mortgages and investments. I am a holder of the industry and regulator recognised qualification, Qualified Financial Advisor, this combined with over thirty years industry experience accompanied with my membership of the Professional Irish Brokers Association which is regulated by the Central Bank. My independence means that you can be assured that my professionalism, loyalty and integrity is to you my client and not any individual company. I build long-term relationships with my clients by giving a lifelong service, by adjusting your cover to keep abreast of your changing needs and be available should you wish to call me. If you feel this service would be of value to you, please contact me with a view to arranging a time to have this discussion. When we meet, I will look at your current financial setup, the concerns you have and your financial goals for the future. I will provide you with a detailed report with recommendations for you to consider without obligation. I am a holder of the industry and regulator recognised qualification, Qualified Financial Advisor, this combined with over thirty years industry experience and my independence means that you can be assured that my professionalism, loyalty and integrity is to you my client and not any individual company. I believe in this world the role of a trusted financial advisor cannot be over emphasised when you consider the potential needs for family protection, income protection, planning for retirement, mortgages and investments.
