Experience

• 

  Hibernian (previously known as norwich union

  Sept 1989 - Jun 1999

  Team leader

  Various roles within the company, started out in the admin team in new business, moved to sales support in Dublin Branch, moved to pensions area - claims team leader

• 

  Psl consulting ltd

  Apr 2001 - Aug 2006

  Business development manager

  Pension consultant, managing and developing client relationships.

• 

  Aon

  Feb 2007 - now

  The objective of Financial Planning is to work closely with your clients, helping them recognize there financial objectives / goals. Analyzising their current position to see how aligned they really are with these goals and identifiying solutions to help them achieve their stated aims. The key to a successful financial plan is take everything into consideration, current structures and their associated charges, gap and need analysis, tax and inherticance implications - to ensure that every financial decision they make is aligned with their goals. Recognising where changes need to take place and the impact that will have for the client over the short / medium / long term. Regular reviews of the plan to ensure that its still on track. Show less

  • Certified Financial Planner

    Jan 2010 - now

  • Client Manager

    Feb 2007 - Dec 2012