Elaine Wilson Acca Qfa Lib

Elaine Wilson Acca Qfa Lib Email and Phone Number

Supporting individuals & business owners achieve financial freedom| Specialise employee financial wellbeing | Managing Director at Vita Financial @ Vita Financial (IRL)
Elaine Wilson Acca Qfa Lib's Location
Ireland, Ireland
Elaine Wilson Acca Qfa Lib's Contact Details

Elaine Wilson Acca Qfa Lib work email

Elaine Wilson Acca Qfa Lib personal email

n/a
About Elaine Wilson Acca Qfa Lib

Supporting YouI can help you make smart financial decisions in every stage of your life, whether you're a first time buyer taking your first step on the property ladder, need to protect you and your loved ones against unforeseen events or want to look forward to a comfortable retirement. I can help you tailor a financial plan to suit what matters to you most. Advice Area's for you Mortgage Master Class Financial planning through cashflow analysis Protection reviewFinancial planning for the "value" merchantInheritance tax planning Supporting You in Your Business When you work hard in your business isn't time your business works hard for you? As a business owner your business can invest in your retirement plan, protect your income in the event of you being unable to work due to long term illness and protect loved ones against your untimely death - TAX EFFICIENTLY. For Partnerships and Company Directors I can help you plan to protect you and your business in then event of untimely death of a business partner. Advice Area for Business Owners Income preservation plan Partnership protection / co directors insurance Corporate investments Advocate for Employee Financial WellbeingI specialise in employee financial wellbeing in the work place, providing group presentations and individual financial clinics to simplifying the ability to plan for a bright financial future at convenient time and place. I've learned in many cases employees don't know the full extent of their employee benefits, I help them understand the value of these benefits and how they support their financial future.Employee Wellbeing Clinics Personal financial cashflow planning Identifying retirement dreams and designing a plan to help get thereLifestyle financial advice such as mortgage masterclass & structured savings/ investment advice

Elaine Wilson Acca Qfa Lib's Current Company Details
Vita Financial (IRL)

Vita Financial (Irl)

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Supporting individuals & business owners achieve financial freedom| Specialise employee financial wellbeing | Managing Director at Vita Financial
Elaine Wilson Acca Qfa Lib Work Experience Details
  • Vita Financial (Irl)
    Managing Director
    Vita Financial (Irl) Sep 2023 - Present
    Ireland
  • Sureplan Financial
    Director
    Sureplan Financial Mar 2021 - Present
    Ireland
  • Bluechip Financial Consultants Ltd
    Account Director, Financial Planner
    Bluechip Financial Consultants Ltd Dec 2019 - Mar 2021
    Cork, Ireland
  • Arachas Corporate Brokers Ltd
    Financial Services Account Director
    Arachas Corporate Brokers Ltd Feb 2015 - Dec 2019
    East Gate, Little Island , Cork
    I am an independant, client focused financial advisor, specialising in long term strategic financial planning. My passion is helping people in all areas of personal finance, including savings, investments, retirement planning, protection including life cover and finance. I work with my clients to create a long term financial plan that is consistent with their goals and ensure they get good value for money at all times.
  • Odm Financial
    Financial Advisor
    Odm Financial Oct 2006 - Feb 2015
    Bandon , Co Cork
    Assisting clients to design and implement a long term financial plan tailored to their needs. This includes safeguarding & protecting their financial circumstances, planning for their retirement and maximising financial resources through long term savings. Collectively we employ a holistic,common sense approach to financial planning and empower clients to take control of their financil destiny via regular annual reviews.
  • Aib
    Relationship Manager
    Aib 2000 - 2006
    Bandon
    I managed a large porfolio of clients across personal and business sectors. Specialising in personal and business finance ensuring that their short and long term banking requirments were sufficient and appropriate to their needs.
  • Hlb Nathans
    Trainee Accountant
    Hlb Nathans Sep 1999 - May 2000
    Analysing and preparing year end accounts including day books, bank reconciliations & inconjunction with senior accounts attended off site year end audits .

Elaine Wilson Acca Qfa Lib Skills

Wealth Management Retirement Planning Financial Advisory Strategic Financial Planning Financial Planning Investments Pensions Financial Services Savings Finance Insurance Life Insurance Banking Corporate Finance Mortgage Lending Income Protection Protection Good Organisational Abilities Attention To Detail Part Of A Team Strong Product Knowledge Long Term Financial Planning Independent Financial Advice Professional Services Retirement Benefits Financial Goals

Elaine Wilson Acca Qfa Lib Education Details

Frequently Asked Questions about Elaine Wilson Acca Qfa Lib

What company does Elaine Wilson Acca Qfa Lib work for?

Elaine Wilson Acca Qfa Lib works for Vita Financial (Irl)

What is Elaine Wilson Acca Qfa Lib's role at the current company?

Elaine Wilson Acca Qfa Lib's current role is Supporting individuals & business owners achieve financial freedom| Specialise employee financial wellbeing | Managing Director at Vita Financial.

What is Elaine Wilson Acca Qfa Lib's email address?

Elaine Wilson Acca Qfa Lib's email address is el****@****o.co.uk

What schools did Elaine Wilson Acca Qfa Lib attend?

Elaine Wilson Acca Qfa Lib attended Griffith College Cork, Cork Institute Of Technology.

What are some of Elaine Wilson Acca Qfa Lib's interests?

Elaine Wilson Acca Qfa Lib has interest in Cooking And Gardening, Running, Tag Rugby.

What skills is Elaine Wilson Acca Qfa Lib known for?

Elaine Wilson Acca Qfa Lib has skills like Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial Planning, Financial Planning, Investments, Pensions, Financial Services, Savings, Finance, Insurance, Life Insurance.

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