Jim Stapleton Cfp®

Jim Stapleton Cfp® Email and Phone Number

Financial Planner and Wellbeing Director @ Eolas Money
Clonmel, IE
Jim Stapleton Cfp®'s Location
Clonmel, County Tipperary, Ireland, Ireland
Jim Stapleton Cfp®'s Contact Details

Jim Stapleton Cfp® work email

Jim Stapleton Cfp® personal email

n/a
About Jim Stapleton Cfp®

I work with individual clients and in particular business owners on their tax and financial planning needs, mapping their financial futures to ensure their business & personal money is working as efficiently as possible to help achieve their financial goals. Eolas Money also provides advice to business owners on company pension schemes and risk benefits plans.

Jim Stapleton Cfp®'s Current Company Details
Eolas Money

Eolas Money

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Financial Planner and Wellbeing Director
Clonmel, IE
Jim Stapleton Cfp® Work Experience Details
  • Eolas Money
    Financial Planner And Wellbeing Director
    Eolas Money
    Clonmel, Ie
    View
  • Eolas Money
    Financial Planner & Wellbeing Director
    Eolas Money Nov 2009 - Present
    Clonmel, Co. Tipperary
    My role within Eolas Money is to provide professional financial & tax planning advice for individual clients, sole traders & company directors within the SME Sector. Eolas Money also provides tailored employee financial wellbeing seminars & initiatives for employer clients designed to help promote employees personal financial wellbeing. I currently hold the following professional qualifications:Masters of Science in Financial Services (MSc)Certified Financial Planner (CFP)Graduate Diploma in Financial Planning (Grad Dip)Qualified Member of the Irish Tax Institute (TMITI)Member of the Financial Planning Association (FPA)Qualified Financial Advisor (QFA)BA in Business & Financial Services (BA)
  • Cornmarket Group Financial Services
    Regional Manager
    Cornmarket Group Financial Services Jun 2007 - Sep 2009
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  • Cornmarket Group Financial Services
    Taxation & Financial Planner
    Cornmarket Group Financial Services Jul 2002 - May 2007
    View

Jim Stapleton Cfp® Skills

Strategic Financial Planning Financial Wellbeing Financial Wellbeing Seminars Financial Advisory Financial Services Employee Benefits Retirement Tax Inheritance Tax Planning Investments Banking Retirement Planning Pensions Wealth Management Strategic Planning

Jim Stapleton Cfp® Education Details

Frequently Asked Questions about Jim Stapleton Cfp®

What company does Jim Stapleton Cfp® work for?

Jim Stapleton Cfp® works for Eolas Money

What is Jim Stapleton Cfp®'s role at the current company?

Jim Stapleton Cfp®'s current role is Financial Planner and Wellbeing Director.

What is Jim Stapleton Cfp®'s email address?

Jim Stapleton Cfp®'s email address is ji****@****oney.ie

What schools did Jim Stapleton Cfp® attend?

Jim Stapleton Cfp® attended University College Dublin, Financial Planning Standards Board, University College Dublin, Irish Tax Institute, Waterford Institute Of Technology.

What skills is Jim Stapleton Cfp® known for?

Jim Stapleton Cfp® has skills like Strategic Financial Planning, Financial Wellbeing, Financial Wellbeing Seminars, Financial Advisory, Financial Services, Employee Benefits, Retirement, Tax, Inheritance Tax Planning, Investments, Banking, Retirement Planning.

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