Matthew De Courcy-Ireland Email & Phone Number

London, United Kingdom

True Potential is one of the fastest growing and most innovative financial services and technology organisations in the UK. Working with True Potential allows me to be at the fore front of innovation in the industry and harness the power of their award winning technology and tools, allowing clients to:• Access their financial information online, through a secure and personalised client site, also via tablet and mobile phone apps• View portfolio valuations in one place• Analyse… Show more True Potential is one of the fastest growing and most innovative financial services and technology organisations in the UK. Working with True Potential allows me to be at the fore front of innovation in the industry and harness the power of their award winning technology and tools, allowing clients to:• Access their financial information online, through a secure and personalised client site, also via tablet and mobile phone apps• View portfolio valuations in one place• Analyse performance, attitude to risk and asset allocation• Store and share important information with me as their trusted adviser• Top up investments with first of its kind technology impulseSave®• Review life plans via visual planning system True Potential One®• Link bank accounts and assets held elsewhere• Track goals and identify shortfalls• Contact adviser through secure messaging systemThis helps to facilitate greater client engagement with their money, and the confidence to make better decisions when needed. Show less

London, United Kingdom

Founder and partner of IFA firm based in City of London Provided Advice to self employed professionals both pre and post retirement. Created and tested a prototype Pre-Retirement service over a 5 year period with noticeable positive and transformational impact.Training – Diploma in Financial Planning (Dip PFS)Learnt:• Retirement needs to be seen as a transition not an event – when it is seen as this it frees up time, energy and often greater financial reward… Show more Founder and partner of IFA firm based in City of London Provided Advice to self employed professionals both pre and post retirement. Created and tested a prototype Pre-Retirement service over a 5 year period with noticeable positive and transformational impact.Training – Diploma in Financial Planning (Dip PFS)Learnt:• Retirement needs to be seen as a transition not an event – when it is seen as this it frees up time, energy and often greater financial reward particularly for self employed professionals, where they often regain new sense of energy and purpose.• The transition to retirement is a key moment and window of opportunity for retirement savings which if prepared, planned and managed properly can make a significant and lasting difference. Show less

London, United Kingdom

Specialised in providing generalist financial advice to Independent Business Professionals and self employed individuals particularly those approaching retirement. Training: Technical knowledge and financial product information – Certificate in Financial Planning (Cert CII)Learnt:• Self Employed often do not save and invest in the traditional way which makes traditional financial advice models and strategies ineffective.• Self employed often have a dissonance when it comes… Show more Specialised in providing generalist financial advice to Independent Business Professionals and self employed individuals particularly those approaching retirement. Training: Technical knowledge and financial product information – Certificate in Financial Planning (Cert CII)Learnt:• Self Employed often do not save and invest in the traditional way which makes traditional financial advice models and strategies ineffective.• Self employed often have a dissonance when it comes to their income and retirement which often results in increased stress and tension but by engaging in proper planning this can be significantly reduced.• Financial Advice is about helping to reduce complexity and to provide accountability to actions so as to enable better decisions to be made.• If it is complicated and hard to understand the chances are you should not invest into it. Show less

Diploma In Financial Planning, Financial Planning And Services

Master Of Arts (M.A.), Psychoanalysis

Bachelor Of Arts (B.A.), Social History Of Art