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Alan Mccarthy Cfp,Sia,Qfa. is listed as Managing Director at MBC Financial Limited, a with 4 employees, based in Ireland. AeroLeads shows a matched LinkedIn profile for Alan Mccarthy Cfp,Sia,Qfa..
Alan Mccarthy Cfp,Sia,Qfa. previously worked as Accredited All-Ireland Business All-Star 2020 at All-Ireland Business Foundation and Senior Pension & Investment Consultant at Insight Private Clients Limited. Alan Mccarthy Cfp,Sia,Qfa. holds Cfp - Certified Finacial Planner from Ucd-Iboa.
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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.
Listed skills include Wealth Management, Financial Services, Financial Planning, Retirement Planning, and 23 others.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
Activities and Societies: Collingwod Cup Player from 1992 to 1997
IBOA in 2007 Qualified Financial Adviser-IBOA in 2009 I am currently studying for the Tax Technician (TMITI) exams through the Irish.
Quick answers generated from the profile data available on this page.
Alan Mccarthy Cfp,Sia,Qfa. works for MBC Financial Limited.
Alan Mccarthy Cfp,Sia,Qfa. is listed as Managing Director at MBC Financial Limited.
Alan Mccarthy Cfp,Sia,Qfa. is based in Ireland while working with MBC Financial Limited.
Alan Mccarthy Cfp,Sia,Qfa. has worked for Mbc Financial Limited, All-Ireland Business Foundation, Insight Private Clients Limited, Mcg Financial Services Limited, and Alan Mccarthy Financial Services Limited.
Alan Mccarthy Cfp,Sia,Qfa.'s colleagues at MBC Financial Limited include Patrick Crowley Qfa.
You can use AeroLeads to view verified contact signals for Alan Mccarthy Cfp,Sia,Qfa. at MBC Financial Limited, including work email, phone, and LinkedIn data when available.
Alan Mccarthy Cfp,Sia,Qfa. holds Cfp - Certified Finacial Planner from Ucd-Iboa.
Alan Mccarthy Cfp,Sia,Qfa. is listed with skills including Wealth Management, Financial Services, Financial Planning, Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, and Pensions.
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