Financial Planning
Globaleye
Total years of experience :23 years, 9 Months
Portfolio Management
Risk profile analysis
Financial Health Check including pension provision calculation
Independent Mortgage advice
Providing holistic financial planning advice to my clients
Sourcing new clients through referrals
Servicing clients with quarterly reviews to ensure targets are being met
Experience in Life Insurance, General Insurance and Key Man Insurance
University Fee Planning advice
Lump Sum Investment in offshore bonds
Trusts and Inheritance Tax Planning
Promoting store openings, film releases and product launches for world renowned brands
Sourcing new business through cold calling and monitoring start up companies
Generating business with Ad and PR agencies
Implementation of marketing operational plans
Liaising with sales representatives to facilitate collection of sales and orders to be processed
Event Management & Promotions
I organised and promoted events in
courses: Institution :
courses: Institution : My degree is in Economics and Maths from UCC in Ireland