Jonathan Mcdonnell Email & Phone Number

Annacotty

Health, Family, Work... Within Castle Capital Financial Planning first we focus on our own values. We promote these values to the front of what we do. A healthy body and mind is a happy body and mind. Strong family relationships are the core of what we are. Work is what helps us maintain our health and family relationships. From work we attract our clients and our clients become part of the journey. Our Team ethos of Trust, Engagement, Alignment and Motivation enhances our service and promotes our solidarity. Financial Planning brings the future into the present and we help clients take small meaningful steps to improve their future.

Nationwide

A new journey for all of our clients, we have moved to Castle Capital Financial Planning. Same business, same plan, just a bigger team bringing a greater service.

Sandyford, Dublin

As a Master General Agent of Union Heritage Life Assurance my primary functions were to recruit and manage a Life Assurance Sales team.I spent a vast amount of time in the field reviewing clients Life Covers and making recommendations to suit their family.In the development of the sales team, I ensured all sales agents were kept motivated and I led by example

Dublin

AEJ European Agency was a tied agent of Union Heritage Life Assurance. As part of my role with AEJ, I was responsible for Insurance Mediation activities. At AEJ I acted in the following capacities for the duration of the companies existence:Compliance OfficerMoney Laundering Reporting OfficerSales ManagerLeadership Development Manager

Sales ManagerFinancial & Mortgage Advisor

I provide professional and independant mortgage advice as well as Advice & Sales on Protection, Pensions, Savings and Investments

Manage Clients Pension Accounts, Advising on Investment Opportunities, Reporting of new legislation to clients, Annual Reporting to the Revenue Commissioners, Completion of Portfolio Reports

Formed comprehensive financial plans for clients of high net worth as part of the Premier Wealth Service offered by Bank of Ireland Life

Prepared Quotations & Funding checks for clients executive, personal and occupational pensionse.Started the first BOI Pensions Engagement Forum on behalf of the Individual Pensions Department.Part of the first Client Relationship Management Team for New Ireland involving Pensions

Bbs, Insurance

Activities and Societies: University of Limerick Golf Society

Education record