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Michael Harty Qfa Rpa B.Tech Email & Phone Number

Location: Ireland 5 work roles 2 schools
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Current company
Role
Director
Location
Ireland

Who is Michael Harty Qfa Rpa B.Tech? Overview

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Quick answer

Michael Harty Qfa Rpa B.Tech is listed as Director at Willis Towers Watson, based in Ireland. AeroLeads shows a matched LinkedIn profile for Michael Harty Qfa Rpa B.Tech.

Michael Harty Qfa Rpa B.Tech previously worked as Director at Ifg Private Clients and Financial Planning Adviser at Ark Life. Michael Harty Qfa Rpa B.Tech holds Bachelors, Technology - Business & Engineering from University Of Limerick.

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Email format at Willis Towers Watson

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Willis Towers Watson

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Profile bio

About Michael Harty Qfa Rpa B.Tech

Managing, developing and growing a significant client book with over 21 years brokerage and 26 years advisory experience.Specialties: Pre & Post retirement planning & advice. Risk assessment and re-balancing of both Retirement Plans and Investment Portfolios using Best In Class funds and strategies.Implementing Business Protection plans to ensure business continuance in the event of Death or Serious Illness and ensuring Co Directors / Partner's families receive cash value of shares in company or practices in the event of death.Income continuance plans and personal / family protection planning.Development of the Advisory process, Paraplanning role and Team and advisory/sales mentoring.

Listed skills include Retirement, Investments, Pensions, Retirement Planning, and 16 others.

Current workplace

Michael Harty Qfa Rpa B.Tech's current company

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Willis Towers Watson
Willis Towers Watson
Director
Ireland
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5 roles

Michael Harty Qfa Rpa B.Tech work experience

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Director

Current

Willis, Elm Park, Merrion Rd., Dublin 4

Senior manager position, combined with Financial Planning advisory role to new clients and also existing client base stretching back 20 years.Also responsible for the development and management of our Paraplanning team and their role in the sales process along with the mentoring of junior sales.

Dec 2014 - Present

Director

Ifg Private Clients

.Financial Advice relating to the following;Pensions - Pre-Retirement Planning & Strategies, advice relating to investment strategy, changes in pension legislation and appropriate level of contributions concerning individual and executive/occupational pensions.Post-Retirement Investment Strategies regarding income and Growth and risk analysis. Investments & savings - RISK ASSESSMENT. Structuring of investment portfolios for clients' short/medium/long term investment objectives,Rebalancing existing portfolios. Focusing on strategies that provide Capital Protection, Absolute Returns and Equity Portfolios.Protection - Ascertaining appropriate levels of protection for clients with regard to life cover, mortgage protection, income protection relating to family protection. Specific focus on appropriate levels of Business Protection for start up and established companies, such as Corporate Share Buy Back / Partnership Protection and Keyman Cover.

Jun 2001 - Dec 2014

Financial Planning Adviser

Ark Life

responsible for advising clients of two of Irelands largest AIB branch's, Dame St. and O'Connell St in Dublin, in all areas of Pensions, Investments and Protection products.

Oct 1997 - May 2001

Financial Planning Consultant

Bank Of Ireland Lifetime

Providing Life, Pensions and Investment advice to clients of Bank of Ireland througout the province of Munster from 1995 to 1996 adn then specifically to the main branches of BoI in the Limerick City and County area.

Apr 1995 - Oct 1997
2 education records

Michael Harty Qfa Rpa B.Tech education

Qfa, Financial Services / Advisory

Lia
FAQ

Frequently asked questions about Michael Harty Qfa Rpa B.Tech

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

What company does Michael Harty Qfa Rpa B.Tech work for?

Michael Harty Qfa Rpa B.Tech works for Willis Towers Watson.

What is Michael Harty Qfa Rpa B.Tech's role at Willis Towers Watson?

Michael Harty Qfa Rpa B.Tech is listed as Director at Willis Towers Watson.

Where is Michael Harty Qfa Rpa B.Tech based?

Michael Harty Qfa Rpa B.Tech is based in Ireland while working with Willis Towers Watson.

What companies has Michael Harty Qfa Rpa B.Tech worked for?

Michael Harty Qfa Rpa B.Tech has worked for Willis Towers Watson, Ifg Private Clients, Ark Life, and Bank Of Ireland Lifetime.

How can I contact Michael Harty Qfa Rpa B.Tech?

You can use AeroLeads to view verified contact signals for Michael Harty Qfa Rpa B.Tech at Willis Towers Watson, including work email, phone, and LinkedIn data when available.

What schools did Michael Harty Qfa Rpa B.Tech attend?

Michael Harty Qfa Rpa B.Tech holds Bachelors, Technology - Business & Engineering from University Of Limerick.

What skills is Michael Harty Qfa Rpa B.Tech known for?

Michael Harty Qfa Rpa B.Tech is listed with skills including Retirement, Investments, Pensions, Retirement Planning, Strategic Financial Planning, Wealth Management, Inheritance Tax Planning, and New Business Development.

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