Which University did you attend?
University of Limerick
What is the name of the Company you work for?
St. James's Place Wealth Management
In which business Sector do you operate?
What is your Company website address?
What is your Job Title?
In which county in Ireland are you (or your parents/grandparents) from? (Members can search for other Members by County.)
What is the profile of your ideal client?
Private clients, trustees and business owners looking for tailored wealth management advice. Typical needs include investment and retirement planning, individual and business protection, tax efficient extraction of profits from director-owned businesses, estate planning and sophisticated investment advice for higher earners.
What business services could you offer IIBN members?
Personalised financial planning advice.
What business services could you require from IIBN members occasionally/regularly?
Solicitors work including Will Writing and creating of Powers of Attorney. Accountancy work for director owned businesses.
Tell us something interesting or unusual about yourself.
I was a very large baby at birth. I was 10lb 6oz. My twin brother was 10lb 9oz. At the time of birth we were the heaviest twins ever born in the Coombe Hospital. My mother still hasn't forgiven us.