Alan O'driscoll Cfp

FAQ About Alan O'driscoll Cfp

• What is Alan O'driscoll Cfp's address?

  Alan O'driscoll Cfp is located at
  Cork, Cork, Ireland

• What is Alan O'driscoll Cfp's job title?

  Alan O'driscoll Cfp is a
  Financial Planner who works with clients to help plan for what is important in their lives based on their own circumstances. Retirement - ARFs/Annuities/PRSAs/PRBs/Personal & Executive Pensions/SSAPS/Group Schemes (DB&DC) Investment Estate Planning Family & Business Protection Personal & Corporate Investments So what do we actually do: •Get to know you to learn what is important to you. •Devise a personalised strategy for you to get from where you are now to where you want to be. •Identify any shortfalls & recommend any changes with regular review of progress. •We work with individuals, SMEs who run their own businesses & employees of large employers – both Irish & Multi-National. •In our experience, - people are not sure of what benefits they have through their employment (such as DB/DC retirement benefits, risk benefits, other benefits (e.g. Long-Term Incentives, Share Options, etc.) & where does all this fit in with their own future - individuals have left employment or have returned from abroad (such as UK/Europe/US) & are unsure of what to do next with these benefits & how do they compare to their new employer’s benefits. - business owners think only about the business & not about providing for themselves or managing potential risks - Consumers & Companies are looking for alternative regulated investment solutions. •Also, we help many business owners to look after their employees by establishing & administering employer-sponsored staff retirement & risk benefit schemes. •Meetings can be held “virtually” via Zoom/Microsoft Teams. •Passionate about working diligently on behalf of our clients. The mantra “Trust is hard earned but can be easily lost” ensures that we keep our client to the forefront of our minds in everything that we do. We want to partner with clients throughout their lifetimes & work with them (& their families) at each life stage to help overcome various challenges & achieve their personal goals. Experience & Qualifications: •Bachelor of Arts degree in Maths & Economics from UCC. •Over 2 decades of experience of working in various roles in the Financial Services Industry. •Qualified Financial Advisor (QFA) designation (LIA) •Graduate Diploma in Financial Planning from UCD. •CERTIFIED FINANCIAL PLANNER CFP professional – the internationally recognised gold standard in financial planning (FPSB). •Pension Trustee Practices (LIA). •Responsible Investment Advisor (LIA). Contact: •Email: [email protected] •Twitter: @AlanOD1977 @pivotal_wealth •Mobile: (086) 060 8910 •Website: www.pivotalwealth.ie Pivotal Wealth Solutions

• What industry does Alan O'driscoll Cfp currently work in?

  Alan O'driscoll Cfp currently works in the
  Pivotal Wealth Solutions

• What is Alan O'driscoll Cfp's area of expertise?

  Alan O'driscoll Cfp specializes in
  Financial Planner who works with clients to help plan for what is important in their lives based on their own circumstances. Retirement - ARFs/Annuities/PRSAs/PRBs/Personal & Executive Pensions/SSAPS/Group Schemes (DB&DC) Investment Estate Planning Family & Business Protection Personal & Corporate Investments So what do we actually do: •Get to know you to learn what is important to you. •Devise a personalised strategy for you to get from where you are now to where you want to be. •Identify any shortfalls & recommend any changes with regular review of progress. •We work with individuals, SMEs who run their own businesses & employees of large employers – both Irish & Multi-National. •In our experience, - people are not sure of what benefits they have through their employment (such as DB/DC retirement benefits, risk benefits, other benefits (e.g. Long-Term Incentives, Share Options, etc.) & where does all this fit in with their own future - individuals have left employment or have returned from abroad (such as UK/Europe/US) & are unsure of what to do next with these benefits & how do they compare to their new employer’s benefits. - business owners think only about the business & not about providing for themselves or managing potential risks - Consumers & Companies are looking for alternative regulated investment solutions. •Also, we help many business owners to look after their employees by establishing & administering employer-sponsored staff retirement & risk benefit schemes. •Meetings can be held “virtually” via Zoom/Microsoft Teams. •Passionate about working diligently on behalf of our clients. The mantra “Trust is hard earned but can be easily lost” ensures that we keep our client to the forefront of our minds in everything that we do. We want to partner with clients throughout their lifetimes & work with them (& their families) at each life stage to help overcome various challenges & achieve their personal goals. Experience & Qualifications: •Bachelor of Arts degree in Maths & Economics from UCC. •Over 2 decades of experience of working in various roles in the Financial Services Industry. •Qualified Financial Advisor (QFA) designation (LIA) •Graduate Diploma in Financial Planning from UCD. •CERTIFIED FINANCIAL PLANNER CFP professional – the internationally recognised gold standard in financial planning (FPSB). •Pension Trustee Practices (LIA). •Responsible Investment Advisor (LIA). Contact: •Email: [email protected] •Twitter: @AlanOD1977 @pivotal_wealth •Mobile: (086) 060 8910 •Website: www.pivotalwealth.ie

• Which languages does Alan O'driscoll Cfp speak? 

  Alan O'driscoll Cfp speaks the following languages:
  No languages available.

• Which industries has Alan O'driscoll Cfp previously worked in?   

  Alan O'driscoll Cfp has prior experience in the following industries:
  Navigation Wealth , Aon , Ulster Bank , Aib , Mercer

• What is Alan O'driscoll Cfp’s work experience?  

  Alan O'driscoll Cfp has the following professional experience:
  Pivotal Wealth Solutions , Navigation Wealth , Aon , Ulster Bank , Aib , Mercer .

• How can I find Alan O'driscoll Cfp on LinkedIn?  

  You can view Alan O'driscoll Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are Alan O'driscoll Cfp’s work email addresses?  

  Alan O'driscoll Cfp’s work email addresses are
  [email protected] .

• What company does Alan O'driscoll Cfp work for?  

  Alan O'driscoll Cfp works at
  Pivotal Wealth Solutions