Niall Leyden Cfp® M.Sc. Email & Phone Number

Ireland

Atlantic Wealth Management offers bespoke Executive Financial Planning tailored towards private banking customers, business owners, retired clients, executives & self employed professionals.We offer a customised service by providing advice, guidance & support in developing the best solutions for our clients individual circumstances. Also working exclusively with a select number of former Ulster Bank high net worth clients with Irish Life. My aim is to help all my long standing clients make the right choices regarding their financial future. Through careful analysis of clients current circumstances and future goals, I can assist in tailoring strategies to ensure your financial plan is right for you - now and in the future. My client centric approach starts with me fully understanding my clients objectives thereby earning their trust, respect and engagement as their financial adviser. Provide each of my clients with a professional service precisely calibrated to their individual needs & circumstances.Built a reputation as someone who understands the needs of my clients, whatever their walk of life, and responding to them effectively and discreetly.Offer ongoing advice and build high quality long term advisory relationships with all my family office clients to ensure they can make intelligent and informed decisions. Areas of expertise include: - Succession/Inheritance tax planning- Preserving & building on existing capital- Bespoke & highly professional Retirement Planning- Turning company profits in personal wealth- Tax Efficient Company Investment- Tax efficient ways of extracting money from the business- Pesion reviews/consolidation/Access/Wind-up - advising on the best suitable solution for the clients individual circumstances

Successfully managed and built long term relationships with a portfolio of clients including business owners, company directors, private individuals, family offices, institutions & credit unions. Offered impartial specialised advice on Personal Financial Planning, Deposits and Cash Management Services, Investment Management, Retirement & Estate & Tax Planning.

Galway

Held several positions within Permanent TSB, culminating in my appointment as Executive Financial Consultant in Galway. Awarded Financial Consultant of the Year in my 5 consecutive years with PTSB.

Dublin

Marketing Manager with Irish Permanent responsible for introducing new point of sales system which was introduced and rolled out across the bank. Worked exclusively with head of marketing on a number of marketing initiatives across the bank. Member of a successful team that helped deliver excellent results.

Higher Diploma In Marketing Practice (Hons), Sales & Marketing

Masters Of Science (M.Sc) In Financial Services 1St Class Hons, 1St Class (1:1)

~Behavioural Decision Making, ~Risk based Financial Management ~Winning Business Negotiation Strategies

Cfp®

CFP® (Certified Financial Planner) is the world’s most widely respected financial planning designation. There are currently over 147,000.

Ucd - Graduate Diploma In Financial Services (1St Class Honours), 1St Class Honours 1:1

The Graduate Diploma in Financial Planning a Masters level qualification awarded by UCD is a highly regarded postgraduate qualification.

B.Comm (Hons), Business, Economics, Marketing

Qualified Financial Advisor (Qfa), Banking/Financial Advice, Honours

Education record