The Wealth Management Division is part of the larger individual financial advisory business within Willis Towers Watson.The Wealth management team specialise in more complex cases, particularly where there are SFT issues.We look to build long lasting and trusting relationships with our clients with regular contact to ensure that they remain on track to achieve their holistic financial planning objectives.

My role involves servicing and building our client base through lead generation and referrals. I provide professional advice across the full spectrum of financial planning products including:  All forms of Protection Products, including tax relieved protection, S.785 and PHI.  Retirement Planning: Personal Pension arrangements and PRSAs.  Small Self Administered Pension Schemes  Savings and Investments  Tax incentivised investments eg. Film or EIIS Investments… Show more My role involves servicing and building our client base through lead generation and referrals. I provide professional advice across the full spectrum of financial planning products including:  All forms of Protection Products, including tax relieved protection, S.785 and PHI.  Retirement Planning: Personal Pension arrangements and PRSAs.  Small Self Administered Pension Schemes  Savings and Investments  Tax incentivised investments eg. Film or EIIS Investments  Inheritance and tax planning Show less

I was a tied agent with New Ireland Assurance.

This is my family business established by my father over fifty years ago. I contributed in many ways over the years from a sales perspective, as financial controller and with business planning. I progressed to running the business jointly with my older brother and succeeded in growing the business significantly.