Which University did you attend?
What is the name of the Company you work for?
Challoner Wealth Management Ltd
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?
Directors or small to medium level companies who require bespoke personal and business financial planning and leading up to retirement or a business sale.
What business services could you offer IIBN members?
Outsourced employee benefits, retirement planning, succession or business sale planning. I work well with people who do not necessarily want to work with the traditional view of a financial advisor.
What business services could you require from IIBN members occasionally/regularly?
Business coaching, accountancy, marketing & events planning
Tell us something interesting or unusual about yourself.
My background is television news which allowed me to work and live around the world. I spent 15 years in financial television before retraining in financial advising and wealth management.