My role involves undertaking reviews of client portfolios, carrying out product and fund research, producing financial reports and implementing recommendations.
I have been working the Financial Service sector for 15 years, mainly within Independent Financial Adviser practices. I have a wide range of experience and knowledge ranging from mortgages, personal protection, pensions and investments.
I joined Monahans Wealth Management in 2010 and have since achieved a Diploma in Financial Planning with the Chartered Insurance Institute.
- Reviewing Client Portfolios
- Product Research
- Financial Reports