Robert Whelan Email and Phone Number
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From the desk of Robert Whelan:The Standard Fund Threshold (SFT) is the maximum pension an individual is allowed at retirement for tax purposes. From 1 January 2014, the absolute value of the SFT is €2 million, and any amount over that limit at retirement is subject to income tax at 40%. Clients cannot use any tax credits or allowances to reduce this and the tax deducted cannot be offset against any other tax liability.So what can you do if you’re an Irish business owner or senior professional that’s approaching the SFT, but isn’t happy paying 40% income tax at retirement?As a financial adviser with more than 20 years experience, I have recently developed a specialist service assisting Irish business owners and senior executives that are approaching the €2mn SFT Threshold.If this is something that could affect you, I’d be more than happy to schedule a commitment-free conversation and explain the full-list of options available.robert@rockwellfinancial.ie087- 2870406
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Managing DirectorRockwell Financial Management May 2013 - PresentDublin 8, Dublin, IeRockwell Financial Management specialise in providing individual Wealth Management and Financial Planning services as well as Group Pension, Life and Health schemes to the Corporate & Public Sector. We also specialise in the area of Financial Planning to those working as Independent Contractors with specialist advice on retirement and protection needs as well as launching the 1st dedicated Mortgage Scheme for Contractors in 2014.
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Head Of Business RetentionCornmarket Group Financial Services Apr 2011 - May 2012Dublin , Leinster , IeResponsible for the formulation and delivery of Retention Strategy. -
Senior ManagerCornmarket Group Financial Services 2009 - 2011Dublin , Leinster , IeEstablished the Wealth Management Division and the roll out of the new Individual Financial Planning service
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Regional ManagerCornmarket Group Financial Services 2006 - 2009Dublin , Leinster , Ie
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Senior ConsultantCornmarket Group Financial Services Jan 2003 - Dec 2005Dublin , Leinster , Ie
Robert Whelan Skills
Robert Whelan Education Details
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University College DublinManagement
Frequently Asked Questions about Robert Whelan
What company does Robert Whelan work for?
Robert Whelan works for Rockwell Financial Management
What is Robert Whelan's role at the current company?
Robert Whelan's current role is Managing Director at Rockwell.
What is Robert Whelan's email address?
Robert Whelan's email address is ro****@****live.ie
What is Robert Whelan's direct phone number?
Robert Whelan's direct phone number is +353129*****
What schools did Robert Whelan attend?
Robert Whelan attended University College Dublin.
What skills is Robert Whelan known for?
Robert Whelan has skills like Financial Services, Pensions, Wealth Management, Strategic Financial Planning, Finance, Management, Investments, Financial Planning, Insurance, Income Protection, Financial Advisory, Retirement Planning.
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