Talk to sales Try for Free
Jonathan Roche-Kelly ,CFP®

Jonathan Roche-Kelly ,CFP®

Account Manager

Followers of Jonathan Roche-Kelly ,CFP®1000 followers
location of Jonathan Roche-Kelly ,CFP®Ireland

Connect with Jonathan Roche-Kelly ,CFP® to Send Message

Connect

Connect with Jonathan Roche-Kelly ,CFP® to Send Message

Connect

  • Timeline

  • About me

    Director of Financial Services @ Gallagher Ireland

  • Education

    • Portobello College

      1997 - 2001
      BA Business & Finance

    • Sandford Park School

      1991 - 1997

    • University College Dublin

      2010 - 2011
      Grad Dip Financial Planning

  • Experience

    • Contract People

      Sept 2001 - Mar 2006
      Account Manager

    • Cornmarket Group Financial Services

      Mar 2006 - Oct 2007
      Financial advisor

      Public Sector pensions expert.

    • Bank of Ireland Life

      Oct 2007 - Oct 2012
      Wealth Manager & Financial Planner

    • Park Financial Planning

      Nov 2012 - Jul 2013
      Senior Financial Planner

    • First Ireland Risk Management

      Jul 2013 - now

      • Associate Director at First Ireland

        Oct 2017 - now

      • Head of Financial Services

        Jul 2013 - now

    • Gallagher

      Jun 2023 - now
      Director of Financial Services

  • Licenses & Certifications

    • QFA

    • CERTIFIED FINANCIAL PLANNER™ professional

      Financial Planning Standards Board Ltd.