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Ian Monks Msc Cfp® Email & Phone Number

Senior Wealth Management Consultant at Goodbody
Location: Dublin 4, County Dublin, Ireland 2 work roles 6 schools
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Current company
Role
Senior Wealth Management Consultant
Location
Dublin 4, County Dublin, Ireland
Company size

Who is Ian Monks Msc Cfp®? Overview

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Quick answer

Ian Monks Msc Cfp® is listed as Senior Wealth Management Consultant at Goodbody, a company with 449 employees, based in Dublin 4, County Dublin, Ireland. AeroLeads shows a matched LinkedIn profile for Ian Monks Msc Cfp®.

Ian Monks Msc Cfp® previously worked as Wealth Management Consultant at Goodbody. Ian Monks Msc Cfp® holds Master Of Science - Msc, Financial Services, Honours from University College Dublin.

Company email context

Email format at Goodbody

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Goodbody

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Profile bio

About Ian Monks Msc Cfp®

As a Wealth Consultant, I provide holistic financial planning advice to high net worth individuals, families and business owners who are facing challenges with their financial affairs, specifically in the areas of investment strategies, retirement and inheritance planning.►I have worked in the Financial Services industry since 2004►I work with a wide range of businesses and professionals►I advise on all pension structures including self administered and overseas pensions►In addition, I advise on personal, corporate and pension investment strategies.I enjoy understanding client’s needs, building trust and using my skills and resources to help solve your financial problems so that you can secure your lifestyle into the future. Key skills and achievements:★ CERTIFIED FINANCIAL PLANNER™ Certification.★ Graduate Diploma in Financial Planning ★ Specialist Investment Advisor (SIA)★ Bachelor’s Degree in Finance & Accounting ★ Professional Diploma in Financial Advice (formerly QFA)If the above challenges are something you need help with, please feel free to contact me directly to arrange a commitment free introductory consultation.

Listed skills include Financial Analysis, Credit Analysis, Portfolio Management, Loans, and 14 others.

Current workplace

Ian Monks Msc Cfp®'s current company

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Goodbody
Goodbody
Senior Wealth Management Consultant
County Dublin, Ireland
Website
Employees
449
AeroLeads page
2 roles

Ian Monks Msc Cfp® work experience

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Senior Wealth Management Consultant

County Dublin, Ireland

Wealth Management Consultant

Current
Jan 2023 - Present
Team & coworkers

Colleagues at Goodbody

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6 education records

Ian Monks Msc Cfp® education

FAQ

Frequently asked questions about Ian Monks Msc Cfp®

Quick answers generated from the profile data available on this page.

What company does Ian Monks Msc Cfp® work for?

Ian Monks Msc Cfp® works for Goodbody.

What is Ian Monks Msc Cfp®'s role at Goodbody?

Ian Monks Msc Cfp® is listed as Senior Wealth Management Consultant at Goodbody.

Where is Ian Monks Msc Cfp® based?

Ian Monks Msc Cfp® is based in Dublin 4, County Dublin, Ireland while working with Goodbody.

What companies has Ian Monks Msc Cfp® worked for?

Ian Monks Msc Cfp® has worked for Goodbody.

Who are Ian Monks Msc Cfp®'s colleagues at Goodbody?

Ian Monks Msc Cfp®'s colleagues at Goodbody include Mia Mccarthy, David Mcevoy, Samuel Davi, Nicole Murphy, and Tom Nicholson.

How can I contact Ian Monks Msc Cfp®?

You can use AeroLeads to view verified contact signals for Ian Monks Msc Cfp® at Goodbody, including work email, phone, and LinkedIn data when available.

What schools did Ian Monks Msc Cfp® attend?

Ian Monks Msc Cfp® holds Master Of Science - Msc, Financial Services, Honours from University College Dublin.

What skills is Ian Monks Msc Cfp® known for?

Ian Monks Msc Cfp® is listed with skills including Financial Analysis, Credit Analysis, Portfolio Management, Loans, Financial Services, Business Analysis, Underwriting, and Customer Service.

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