Marcus Forde

Marcus Forde Email and Phone Number

Head of Group Pensions @ MyWealthManagement
Ireland
Marcus Forde's Location
Ireland, Ireland
Marcus Forde's Contact Details

Marcus Forde work email

Marcus Forde personal email

About Marcus Forde

Giving people the financial confidence and peace of mind to live life better.

Marcus Forde's Current Company Details
MyWealthManagement

Mywealthmanagement

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Head of Group Pensions
Ireland
Website:
mywealthmanagement.ie
Employees:
8
Marcus Forde Work Experience Details
  • Mywealthmanagement
    Head Of Group Pensions
    Mywealthmanagement
    Ireland
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  • Mercer
    Investment Consultant
    Mercer Apr 2023 - Present
    Cork, County Cork, Ireland
    View
  • Mercer
    Financial Planning Manager
    Mercer Sep 2018 - Apr 2023
    Cork
    Financial planning team - advising individuals and company directors on their personal and company financial matters.Enhanced Transfer Value Consultations, Redundancy Consultations, Member Webinars, Client Presentations
    View
  • Jlt Group
    Senior Financial Consultant
    Jlt Group Jun 2016 - Sep 2018
    Cork/Munster Region
    View
  • O'Leary Life Limited
    Financial Adviser & Associate Director
    O'Leary Life Limited Jun 2009 - Jun 2016
    Managed a portfolio of clients in a busy, established life & pensions/financial advisory company in Cork encompassing role as "head of investments" for two yearsPart of an award winning team that achieved the Best Overall Broker in Ireland award in both 2015 and 2016 as well as the Best Investment Broker Award 2016 at the IBA LPI Awards.Helping individuals, families and businesses to make better, more informed decisions about their protection, investment and retirement planning. Strong emphasis on independent advice, implementing and reviewing client portfolios and managing changing client needs against the changing tax, economic and market backgrounds. Area of specialisation include retirement planning and investment recommendations.
    View
  • Cmor Financial Services Ltd
    Financial Adviser
    Cmor Financial Services Ltd Jan 2007 - Mar 2009
  • Bupa Ireland
    Customer Service
    Bupa Ireland Sep 2006 - Jan 2007
  • Aib
    Bank Official
    Aib Jan 2005 - Aug 2006
    Bandon, Co. Cork
    Bank Official in the HQ for the West Cork Region
    View

Marcus Forde Skills

Financial Advisory Retirement Planning Investments Strategic Financial Planning Pensions Financial Planning Financial Services Income Protection Retirement Wealth Management Life Insurance Portfolio Management Wealth Investment Strategies Financial Advice Management Banking Financial Analysis

Marcus Forde Education Details

Frequently Asked Questions about Marcus Forde

What company does Marcus Forde work for?

Marcus Forde works for Mywealthmanagement

What is Marcus Forde's role at the current company?

Marcus Forde's current role is Head of Group Pensions.

What is Marcus Forde's email address?

Marcus Forde's email address is ma****@****ail.com

What schools did Marcus Forde attend?

Marcus Forde attended University College Dublin, University College Cork, St. Finbarr's, Farranferris, Cork.

What skills is Marcus Forde known for?

Marcus Forde has skills like Financial Advisory, Retirement Planning, Investments, Strategic Financial Planning, Pensions, Financial Planning, Financial Services, Income Protection, Retirement, Wealth Management, Life Insurance, Portfolio Management.

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