I not only bring a commitment to delivering 100% independent advice to my clients, I also have in-depth and certified industry knowledge – I’m a Qualified Financial Adviser (QFA) and a CERTIFIED FINANCIAL PLANNER™.
The favourite part of my job is the face-to-face consultations with my clients. I love getting to the crux of the financial issue – or issues; putting my finger on the root of the problem, finding the solution and seeing my clients prosper as a result.
I’m a regular commentator on a range of personal finance and regulatory issues and contribute to national radio shows and newspapers.
Compliance and Administration Manager
With a degree in Marketing, Maria has over 15 years’ sales and administration experience.
She has a strong track record of ensuring deadlines are met and that attention is paid to every detail.
As a mother of two young children, Maria is keenly aware of the financial and time pressures that the modern Irish family is exposed to. She knows how important it is to get solutions in place quickly so our clients can get back to living their lives and running their businesses.
Who Do I Help?
My clients are usually company directors or senior executives.
They typically have a net worth in excess of €1,000,000 and their financial affairs could be described as complex.
When a client starts working with me, they usually have existing pensions, insurance plans and investments. However they may not be overly familiar with the finer details. I help them understand their situation and assist them in tweaking and altering their finances to ensure long term financial security.
Why Am I Different?
At the end of the day, you need to be serious about your financial future.
You are professional when it comes to running your business. I enable you to be professional about your personal finances.