Thomas has worked in the Financial Services Industry since 2002. He joined Irish Life in 2006, moving on to become a Senior Financial Adviser as part of the financial planning team dealing with personal clients, along with retail and commercial business partners.
A Qualified Financial Adviser with LIA/UCD qualifications, Thomas was awarded a higher-level Diploma in Personal Financial Planning from the Canadian Institute of Bankers & National College of Ireland and was recently awarded a Professional Diploma in Retirement Planning Advice from UCD. He is a member of the Life Insurance Association of Ireland.
With over 12 years in the industry, as a Professional Financial Planner, Thomas has an excellent and thorough understanding of clients’ needs. His in-depth knowledge of Retirement Planning and Portfolio Management, along with his ability to personalise financial plans to meet clients’ requirements is a distinct advantage when doing business.
Thomas is a consummate professional adept at dealing with people and meeting their individual customer requirements. Focused on presenting financial and investment solutions in a clear and understandable manner, he develops customised strategies based on client’s needs and budgets.
Contact No: 087 189 5396 Email: firstname.lastname@example.org