Chiara Conway Cfp® Email and Phone Number
I set up Bowmore Financial Planning in early 2023 to bring a new standard in financial planning to business owners, professionals and other individuals, mainly in the West of Ireland, but with clients elsewhere too.My primary focus is in helping clients to identify their lifestyle and financial objectives, and then developing a bespoke financial plan to enable the achievement of their goals. This financial plan, while constantly modified over the year, is the guiding document throughout the client's financial journey. I help the client identify and implement the best financial solutions to achieve their objectives, including investment portfolio creation and management, retirement planning and family protection. Throughout this process, maximising tax efficiencies is a strong focus at all times.I build strong, long-lasting relationship with my clients that last for many years as we collaboratively work towards the achievement of the client's financial objectives.
Bowmore Financial Planning
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Business OwnerBowmore Financial Planning Mar 2023 - PresentCounty Sligo, IrelandI work with business owners and other individuals to identify their financial goals and create a suitable financial plan to achieve their objectives. I guide them in achieving their investment and retirement goals and maximising their financial potential. Working closely with my clients, I educate them about all areas of their finances and guide them throughout their financial journey. I build valued and long-lasting relationship that endure for many years. -
DirectorCml Financial Advisors Mar 2010 - Mar 2023County Sligo, IrelandFinancial planning and advice to business and personal clients. -
Financial AdvisorDhkn Feb 2005 - Feb 2010County Galway, IrelandFinancial planning and advice to business and personal clients, including the management and service of a large group defined contribution scheme for a multinational client. -
Pensions AdministratorNew Ireland Assurance Oct 2000 - Feb 2005County Dublin, IrelandManaging the service administration requirements for key pension broker accounts. Ensuring all administration and pension technical queries in relation to personal and group pension accounts were carried out and responded to within agreed time frames.
Chiara Conway Cfp® Education Details
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Financial Planning -
Bachelor Of Arts (Ba)
Frequently Asked Questions about Chiara Conway Cfp®
What company does Chiara Conway Cfp® work for?
Chiara Conway Cfp® works for Bowmore Financial Planning
What is Chiara Conway Cfp®'s role at the current company?
Chiara Conway Cfp®'s current role is Experienced Certified Financial Planner, guiding business owners and other individuals on their financial journeys.
What schools did Chiara Conway Cfp® attend?
Chiara Conway Cfp® attended Institute Of Technology, Sligo, Ucd Michael Smurfit Graduate Business School, University Of Galway.
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