Paul Delaney Email and Phone Number
Paul Delaney personal email
- Valid
Experienced Financial Planning Consultant with a successful history in the financial services industry. Skilled in Independent Financial Advice, Asset Management, Pension Funds, Equities, and Investment Strategies. Strong consulting professional with the Certified Financial Planner (CFP) Designation.
Moneycoach
View- Website:
- moneycoach.ie
- Employees:
- 8
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Head Of Financial PlanningMoneycoach Feb 2023 - PresentIrelandImpartial, Client Focussed Financial Advice relating to the following;Retirement Planning - advice relating to investment strategy, changes in pension legislation and appropriate level of contributions concerning individual and executive/occupational pensions.Structuring of investment portfolios for clients' short/medium/long term investment objectives.Ascertaining appropriate levels of protection for clients with regard to life cover, mortgage protection and income protection relating to personal and family protection/life assurance.Advising both start up and established companies in the areas of shareholder protection, keyperson insurance, corporate protection and tax efficient structures for retirement planning and corporate investments. Reviewing clients existing investment and pension portfolios.
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Director - Financial PlanningWtw Mar 2022 - Jan 2023Dublin, County Dublin, Ireland -
Regional Team ManagerWillis Towers Watson Ireland Apr 2017 - Jan 2023County Dublin, Ireland
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Senior Financial Planning ConsultantWtw Dec 2014 - Apr 2017Dublin
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Senior Financial Planning ConsultantIfg Private Clients May 2009 - Dec 2014
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Investment ManagerRqb Ltd Jun 2006 - Apr 2009Raising investment equity for joint ventures involving property development deals.
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Portfolio ManagerPrivate Banking, Bank Of Ireland Jan 2001 - Jun 2006
Paul Delaney Skills
Paul Delaney Education Details
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Business Studies And Spanish -
Professional Diploma In Financial Advice -
College Of Professional FinanceProfessional Diploma In Retirement Planning Advice -
St Michael'S College
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University College DublinInvestments And Securities
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Financial Planning Standards Board Of IrelandCertified Financial Planner
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University Of College DublinProfessional Certificate In Asset Management
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Grad Dip In Finanical Planning
Frequently Asked Questions about Paul Delaney
What company does Paul Delaney work for?
Paul Delaney works for Moneycoach
What is Paul Delaney's role at the current company?
Paul Delaney's current role is Head of Financial Planning at MoneyCoach.
What is Paul Delaney's email address?
Paul Delaney's email address is pa****@****ail.com
What schools did Paul Delaney attend?
Paul Delaney attended University Of Limerick, University College Dublin, College Of Professional Finance, St Michael's College, University College Dublin, Financial Planning Standards Board Of Ireland, University Of College Dublin, University College Dublin.
What skills is Paul Delaney known for?
Paul Delaney has skills like Investments, Pensions, Retirement Planning, Financial Planning, Portfolio Management, Income Protection, Wealth Management, Investment Strategies, Financial Services, Financial Advisory, Strategic Financial Planning, Insurance.
Who are Paul Delaney's colleagues?
Paul Delaney's colleagues are Fiona Deering, Eoin Murphy, Stephen Masterson Qfa Rpa, Aaron Coyle Qfa, James Om, Shaun Leahy.
Not the Paul Delaney you were looking for?
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Paul Delaney
Ireland -
Paul Delaney
Ireland2eircom.ie, deloitte.com -
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