Fergal Smith Director Qfa Rpa Ptp

Fergal Smith Director Qfa Rpa Ptp Email and Phone Number

Director - Pensions and Investments @ Gallivan Financial
Ireland
Fergal Smith Director Qfa Rpa Ptp's Location
Ireland, Ireland
Fergal Smith Director Qfa Rpa Ptp's Contact Details

Fergal Smith Director Qfa Rpa Ptp work email

Fergal Smith Director Qfa Rpa Ptp personal email

n/a
About Fergal Smith Director Qfa Rpa Ptp

-Increased income from investments and savings resulting in much better returns than low deposit rates? I offer expert advice as to how best to structure your savings and investments, helping to build wealth in a structured manner.-Are you tax efficiently maximising your retirement savings with your pension planning? I am a qualified Retirement Planning Advisor and I am fully qualified to offer pension/retirement planning and advice.-Do you have increasingly complex financial affairs with less time to give them the attention they require? - I have an experienced team who can help; clearly communicate and deliver.For the last 15 years, I have had the pleasure of working and supporting professionals and small business owners from a range of industries in Kerry, Munster and throughout Ireland. My services include, but aren’t limited to:✔️Regular savings and Investments✔️Planning income and money management at retirement✔️Tax effective pension strategies✔️Property through pensionsBut don’t just take my word for it... Here’s what some of my current clients have to say...“Fiona and I are very happy to recommend Gallivan Financial. We find the service excellent. In particular you have personally guided us financially during many years of a busy work life.Your in-depth knowledge of personal fund thresholds and pensions has insured a smooth transition into retirement for us. The personal service you provide for us is first class.”Michael and Fiona Brassil, Co Galway.“I found Gallivan Financial to be a very professional service to deal with. They provided solid advice. Their level of knowledge and no pressure tactics instilled great trust in their service” Mrs O’Connell, Scartaglen, Co Kerry.There are many challenges that we face on a regular basis in our professions and businesses, and one of my beliefs is that the best way to add value is to become a specialist. But also, to be brave enough to reach out to another specialist when the time is right. Let’s connect.www.gallivanfinancial.iefergal@gallivanfinancial.ie

Fergal Smith Director Qfa Rpa Ptp's Current Company Details
Gallivan Financial

Gallivan Financial

View
Director - Pensions and Investments
Ireland
Employees:
10
Fergal Smith Director Qfa Rpa Ptp Work Experience Details
  • Gallivan Financial
    Director - Pensions And Investments
    Gallivan Financial
    Ireland
  • Gallivan Financial
    Director - Pensions & Investments
    Gallivan Financial Jun 2018 - Present
    Ireland
  • Gallivan Financial
    Financial Services Manager
    Gallivan Financial Dec 2012 - Present
    Upper High Street, Killarney, Co. Kerry.
    My day to day job involves providing independent impartial advice on essential financial planning, tailored to meet your particular needs and budgetary requirements. We offer independent advice to both individuals and businesses best suited to your needs. After our initial fact finding or get to know you meeting we will make a series of recommendations based on our findings and discussion.We have extensive knowledge in wealth management services to individuals, sole traders and companies.
  • Thomond Asset Management
    Financial Advisor
    Thomond Asset Management Jul 2009 - Oct 2012
    82 O'Connell St. Limerick
  • Canada Life
    Financial Advisor
    Canada Life 2009 - 2010

Fergal Smith Director Qfa Rpa Ptp Skills

Financial Advisory Investments Wealth Management Pensions Strategic Financial Planning Financial Planning Retirement Planning Savings Income Protection Financial Services Finance Critical Illness Asset Management Management Insurance Protection Retirement Mortgage Lending Life Insurance Managerial Finance Investment Advisory Investment Strategies Employee Benefits Saving For Education Project Planning Estate Planning Fixed Annuities

Fergal Smith Director Qfa Rpa Ptp Education Details

  • Lia
    Lia
    Certificate In Dc Pension Scheme Trusteeship
  • Lia
    Lia
    Professional Diploma In Pensions
  • Lia
    Lia
    Professional Diploma In Financial Planning
  • Nenagh Cbs
    Nenagh Cbs

Frequently Asked Questions about Fergal Smith Director Qfa Rpa Ptp

What company does Fergal Smith Director Qfa Rpa Ptp work for?

Fergal Smith Director Qfa Rpa Ptp works for Gallivan Financial

What is Fergal Smith Director Qfa Rpa Ptp's role at the current company?

Fergal Smith Director Qfa Rpa Ptp's current role is Director - Pensions and Investments.

What is Fergal Smith Director Qfa Rpa Ptp's email address?

Fergal Smith Director Qfa Rpa Ptp's email address is fe****@****dam.com

What schools did Fergal Smith Director Qfa Rpa Ptp attend?

Fergal Smith Director Qfa Rpa Ptp attended Lia, Lia, Lia, Nenagh Cbs.

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Fergal Smith Director Qfa Rpa Ptp has interest in Investments, Soccer, Sport In General, Gaa, Cycling, Socializing, Movies, Good Food.

What skills is Fergal Smith Director Qfa Rpa Ptp known for?

Fergal Smith Director Qfa Rpa Ptp has skills like Financial Advisory, Investments, Wealth Management, Pensions, Strategic Financial Planning, Financial Planning, Retirement Planning, Savings, Income Protection, Financial Services, Finance, Critical Illness.

Who are Fergal Smith Director Qfa Rpa Ptp's colleagues?

Fergal Smith Director Qfa Rpa Ptp's colleagues are Noelle O Connor, Timmy O Donoghue Qfa, Niall O'mara, Xavier Woodward, Vincent Casey.

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