Alan Mccarthy Cfp,Sia,Qfa.

Alan Mccarthy Cfp,Sia,Qfa. Email and Phone Number

MD at MBC Financial Limited - Cork Pension & Investment Broker 2021, 2022 & 2023 - Accredited Business All-Star 2020, 2021, 2022 & 2023 through All-Ireland Business Foundation @ MBC Financial Limited
cork, munster, ireland
Alan Mccarthy Cfp,Sia,Qfa.'s Location
Ireland, Ireland
About Alan Mccarthy Cfp,Sia,Qfa.

Managing Director of MBC Financial Limited. Certified Financial Planner (CFP) - Specialist Investment Advisor (SIA) - Qualified Financial Advisor (QFA) Specialising in Pre & Post Retirement Planning, Savings & Investment , Inheritance Tax Planning, Personal and Business Protection.

Alan Mccarthy Cfp,Sia,Qfa.'s Current Company Details
MBC Financial Limited

Mbc Financial Limited

View
MD at MBC Financial Limited - Cork Pension & Investment Broker 2021, 2022 & 2023 - Accredited Business All-Star 2020, 2021, 2022 & 2023 through All-Ireland Business Foundation
cork, munster, ireland
Website:
mbcfinancial.ie
Employees:
4
Alan Mccarthy Cfp,Sia,Qfa. Work Experience Details
  • Mbc Financial Limited
    Managing Director
    Mbc Financial Limited Feb 2017 - Present
    Building 5200, Cork Airport Business Park, T12 Fdn3
    MBC Financial Limited is a leading financial planning consultancy company providing advice on Retirement Planning, Investment of Capital, Corporate and Personal Protection needs together with Estate Planning issues.
  • All-Ireland Business Foundation
    Accredited All-Ireland Business All-Star 2020
    All-Ireland Business Foundation Jun 2020 - Present
    Cork, Ireland
  • Insight Private Clients Limited
    Senior Pension & Investment Consultant
    Insight Private Clients Limited Jul 2016 - Feb 2017
    Building 6500, Avenue 6000, Cork Airport Business Park, Cork.
    Insight Private Clients Limited is a market leading consultancy company providing advice on all issues relating to Retirement Planning, Investment of Capital, Corporate and Personal Protection needs together with Estate Planning issues.
  • Mcg Financial Services Limited
    Certified Financial Planner
    Mcg Financial Services Limited Mar 2013 - Jun 2016
    Cork
    I am a Certified Financial Planner with the Financial Planning Standards Board ( FPSB ) Ireland and have a Graduate Diploma in Financial Planning through UCD.
  • Alan Mccarthy Financial Services Limited
    Principal
    Alan Mccarthy Financial Services Limited Jul 2009 - Mar 2013
    AMCCFS is an independent broker, providing financial advice and wealth management to my existing client base in the areas of Investments, Retirement Planning and Protection.
  • Pratt Financial Services Ltd
    Director Of Investments
    Pratt Financial Services Ltd Jun 2006 - Jun 2009
    Job Description: My main duties were to maintain, develop and increase the existing client base. This was achieved by continually reviewing our existing client's portfolios, identifying areas for improvement and by building numerous referral streams from both existing clients and accountants/tax consultants.
  • Bank Of Ireland Life
    Insurance & Investment Manager
    Bank Of Ireland Life Mar 2003 - Jun 2006
    Job Description: My main duties were to review, maintain and develop the Bank's existing client base in Bank; I was also responsible for staffing training on a weekly basis.
  • Eircom Business Markets
    Business Development Manager
    Eircom Business Markets Jan 2001 - Mar 2003
    My main duties were to manage and to develop Eircom's relationship with 42 nationwide brokers that were responsible for promoting and selling Eircom's products to both Corporate and SME accounts.
  • Ulster Bank Limited
    Sales Executive
    Ulster Bank Limited May 2000 - Oct 2001
    Credit Card Point of Sale Terminals (EPOS Systems) . Job Description: My main duties were to maintain the Bank's book of existing business clients, increase my client base and develop that relationship for all the Ulster Bank branches in Munster.
  • Ulster Bank Limited
    Mortgage Adviser & Arrears Officer
    Ulster Bank Limited Jan 1997 - May 2000
    Job Description: My main duties were to process mortgage applications from input stage to cheque issue for 12 Ulster Bank branches. Having gained the relevant experience, I then progressed to Arrears Officer which involved dealing with customers who had gone into arrears on their mortgage repayments. My main objective was to manage Ulster Bank's mortgage arrears book by liasing with customers and agreeing a payment plan to get their mortgage account back on track. This role required very good communication and negotiation skills.

Alan Mccarthy Cfp,Sia,Qfa. Skills

Wealth Management Financial Services Financial Planning Retirement Planning Strategic Financial Planning Investments Financial Advisory Pensions Retirement Income Protection Inheritance Tax Planning Insurance Finance Critical Illness Savings Portfolio Management Protection Investment Advisory Financial Planners Wealth Management Services Mortgage Lending Life Insurance Investment Strategies Mutual Funds Wealth Financial Advice Certified Financial Planner

Alan Mccarthy Cfp,Sia,Qfa. Education Details

Frequently Asked Questions about Alan Mccarthy Cfp,Sia,Qfa.

What company does Alan Mccarthy Cfp,Sia,Qfa. work for?

Alan Mccarthy Cfp,Sia,Qfa. works for Mbc Financial Limited

What is Alan Mccarthy Cfp,Sia,Qfa.'s role at the current company?

Alan Mccarthy Cfp,Sia,Qfa.'s current role is MD at MBC Financial Limited - Cork Pension & Investment Broker 2021, 2022 & 2023 - Accredited Business All-Star 2020, 2021, 2022 & 2023 through All-Ireland Business Foundation.

What schools did Alan Mccarthy Cfp,Sia,Qfa. attend?

Alan Mccarthy Cfp,Sia,Qfa. attended Ucd-Iboa, University College Dublin, Iboa-Irish Bank Officials Assoc, University College Cork, French & Italian, University College.

What skills is Alan Mccarthy Cfp,Sia,Qfa. known for?

Alan Mccarthy Cfp,Sia,Qfa. has skills like Wealth Management, Financial Services, Financial Planning, Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, Pensions, Retirement, Income Protection, Inheritance Tax Planning, Insurance.

Who are Alan Mccarthy Cfp,Sia,Qfa.'s colleagues?

Alan Mccarthy Cfp,Sia,Qfa.'s colleagues are Patrick Crowley Qfa.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.