I am a Qualified Financial Advisor, QFA & Retirement Planning Advisor ,RPA with over 22 years’ experience in the Financial Services Sector. As a result of this experience and constantly providing expert help and advice to my clients, I have qualified each of those years for MDRT,Million Dollar Round Table which represents the top 1% of financial advisors in the world. I am also a member of The Life Insurance Association LIA and the Irish Insurance Federation IIF.
“I work with families and businesses to grow, protect and preserve their wealth through multi layered financial planning”
My goal is to create a centre of excellence where the relationship with my client is foremost and Life Long, each client is treated as an individual – and my aim is to build a relationship of trust with every client so that they know what to expect when we meet on an ongoing basis. This is achieved by a personal and completely confidential service maintaining a commitment to offer an ongoing quality service, providing the most suitable product to you at a premium that is comfortable for you.
I will meet clients in their own homes at a time that is convenient to them after office hours or at weekends.
As a Qualified Financial Advisor & Retirement Planning Advisor, I offer a full Financial Advisory package, from Financial Planning to Mortgages, Life Assurance, Critical Illness cover, Personal Accident Cover, Mortgage Protection Cover, Savings, Investments, Retirement Planning and Corporate Financial Planning.
If you are experiencing financial difficulties, or maybe you are paying too much for financial products you do not need, let me help.
I can offer you a mortgage tailored to suit your needs. Whether you are a First Time Buyer, building your own home, trading up or just looking to release equity on your home call us today.
I can also facilitate you in getting competitive quotation on your home, motor, farm, commercial/business insurance and health insurance by referring you to my colleagues in Acorn Insurance.
My aim is to be your Financial Planning Partner all through life from buying your first home, Personal & Family protection planning, savings & investments right through to planning your retirement.