Paul Overy

Paul Overy Email and Phone Number

Financial Consultant. Helping Ireland's high income earners & high net worth individuals preserve and grow their wealth. @ Ask About Wealth
Paul Overy's Location
Ireland, Ireland
Paul Overy's Contact Details

Paul Overy work email

Paul Overy personal email

n/a
About Paul Overy

Paul Overy is a Financial Consultant. Helping Ireland's high income earners & high net worth individuals preserve and grow their wealth. at Ask About Wealth. He possess expertise in wealth, money, investments, wealth management, tax and 34 more skills. Colleagues describe him as "Paul has a very sane and unique viewpoint on the subject of money which is refreshing and very welcome. I have tracked with Paul from his days in Financial Engineering and his message then is the same now so I strongly encourage you meet with Paul to allow him to make positive impact on your financial decisions from here on out. Besides being a terrific character - he is very professional and cares about you in his dealings." and "I first met Paul in 1997. I was instantly taken by his passion for his business and his determination to provide financial advice to his clients in what he believed (and still does) to be "the right way". Paul's indepth knowledge of the Financial Services industry in Ireland and how it operates is second to none.His desire to share his knowledge and beliefs on Financial Planning with as wide an audience as possible led him to write two best selling books "Tricks of… Show more"

Paul Overy's Current Company Details
Ask About Wealth

Ask About Wealth

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Financial Consultant. Helping Ireland's high income earners & high net worth individuals preserve and grow their wealth.
Paul Overy Work Experience Details
  • Ask About Wealth
    Director
    Ask About Wealth Jan 2023 - Present
    Ireland
  • Dempsey Financial Solutions
    Financial Coach & Planner
    Dempsey Financial Solutions Oct 2020 - Oct 2024
    Dublin & Galway
  • Neville And Partners Ltd
    Financial Planner
    Neville And Partners Ltd Mar 2016 - Oct 2020
    County Dublin, Ireland
    At Neville & Partners we focus on delivering a truly impartial and unbiased Financial Planning service to our clients. This firm is regulated by the Central Bank of Ireland and has all appropriate registrations and licences that allow us to help our clients across their entire financial world. As my regular readers will know, I am quite critical of the biased and dis-connected manner in which most people receive their financial advice. In my view, these twin problems are the root cause of why the financial planning of the past has failed so many and avoiding them in the future is the route to planning success.At Neville & Partners we promise all clients, and potential clients , the following: -1) We will meet anyone on a no-foal, no-fee basis 2) We will follow up our initial meeting in writing, quoting the benefits we believe we can deliver and the fee we would levy3) We will take our clients entire financial life into account as we formulate our advice4) We will illustrate any risks we identify that may stand in the way of you achieving your financial goals5) We will never seek to deliver generic, off-the-shelf, financial products when bespoke versions present far superior value/terms & conditions6) We will help you to identify all Costs, Benefits and Risks of all financial decisions in the future, so ensuring those decisions are made with all relevant information at handTo book your FREE consultation simply email me at paulovery@nevilleandpartners.ie and I will be in touch.
  • Aon Hewitt
    Financial Planner/Coach
    Aon Hewitt Feb 2013 - Mar 2016
    James Joyce'S Street, Dublin 1
    I offer a range of financial planning services to private clients both from the Business Owner and Senior Executive sectors. Here we concentrate on the "planning", helping clients, through a unique service known as Lifetime Financial planning (LFP), to build and implement a desirable & realistic Personal Financial Plan. Most people have no real idea of what they are trying to achieve in their financial lives, most people make ad-hoc, completely isolated financial decisions and most people end their working lives in relative poverty. LFP and the other services we offer are designed to ensure that our clients take more control of their financial lives, stop taking advice from those paid to make other people money and start to make decisions based on an overall view of their entire financial life, not just an isolated part. We charge fees for these services, but do not let the prospect of a fee scare you off. I will meet any prospective client once without fee or commitment, so it will cost nothing to come and see if our services are for you. On top of this, should you become a LFP client, typically our forensic audit of your existing plans (pensions, mortgages, savings schemes, property syndicates...etc) delivers savings far in excess of the fees we levy, so the process becomes self financing.It costs nothing but a small amount of time to meet once and it may save you not only huge amounts today, but huge amounts for years to come.
  • Pao Communications Ltd
    Financial Coach
    Pao Communications Ltd 2008 - Dec 2012
    Through PAO Communications Ltd I offer a range of financial and business coaching solutions to Personal and Corporate clients. Where personal financial coaching is concerned, clients may choose the structured Financial Intelligence Coaching Course, designed to be delivered over three separate half day sessions, or can simply pre-book a one-to-one session to be charged at an hourly rate.For the Corporate client, the principal service I offer right now is Group Financial Coaching for Staff. Employers have the opportunity to offer their staff focused and relevant financial coaching that concentrates on helping them to save money immediately. On average, attendees at Group Financial Coaching can expect to be shown how to cut the costs of their financial products by between 15% & 30%.
  • Independent Trustee Company
    Director
    Independent Trustee Company 2005 - 2008
    Having merged Financial Engineering with ITC, I joined the Board of the newly merged company, holding the business development Director role on that Board for three years
  • Financial Engineering Network Ltd
    Managing Director
    Financial Engineering Network Ltd Oct 1996 - Aug 2004
    Financial Engineering, which I founded with two partners back in 1996, was the first Financial Advisory firm in the Ireland to separate the giving of advice, which was imparted on a fee basis only, and the delivery of financial products. Its unique offering was responsible for growing this from a small start up in 1996 to a multimillion turnover business by the time it merged with The Independent Trustee Company is 2004.
  • New Ireland Assurance Plc
    Broker Consultant
    New Ireland Assurance Plc Jan 1992 - Apr 1993
    As a Broker Consultant I was responsible for the promotion of New Ireland's range of financial products to Dublin City centre Brokers & Agents

Paul Overy Skills

Wealth Money Investments Wealth Management Tax Retirement Planning Inheritance Tax Planning Financial Planning Investment Strategies Coaching Succession Planning Mentoring Funding Banking Financial Analysis Strategic Financial Planning Financial Services Small Business Start Ups Retirement Investment Advisory Pensions Finance Portfolio Management Business Development Alternative Investments Savings Risk Management Insurance Management Consulting Estate Planning Income Protection Financial Advisory Mutual Funds Training Entrepreneurship Personal Finance Business Planning Pension Funds

Paul Overy Education Details

  • Life Insurance Association
    Life Insurance Association
    Financial Services
  • Belvedere College
    Belvedere College

Frequently Asked Questions about Paul Overy

What company does Paul Overy work for?

Paul Overy works for Ask About Wealth

What is Paul Overy's role at the current company?

Paul Overy's current role is Financial Consultant. Helping Ireland's high income earners & high net worth individuals preserve and grow their wealth..

What is Paul Overy's email address?

Paul Overy's email address is pa****@****ions.ie

What schools did Paul Overy attend?

Paul Overy attended Life Insurance Association, Belvedere College.

What skills is Paul Overy known for?

Paul Overy has skills like Wealth, Money, Investments, Wealth Management, Tax, Retirement Planning, Inheritance Tax Planning, Financial Planning, Investment Strategies, Coaching, Succession Planning, Mentoring.

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