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@rockwellfinancial.ie
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2 phones found area 531
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LinkedIn matched
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Robert Whelan is listed as Managing Director at Rockwell at Rockwell Financial Management, based in Dublin, County Dublin, Ireland. AeroLeads shows a work email signal at rockwellfinancial.ie, phone signal with area code 531, and a matched LinkedIn profile for Robert Whelan.
Robert Whelan previously worked as Managing Director at Rockwell Financial Management and Head of Business Retention at Cornmarket Group Financial Services. Robert Whelan holds Bcomm, Strategy, Financial Analysis, Management from University College Dublin.
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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
Listed skills include Financial Services, Pensions, Wealth Management, Strategic Financial Planning, and 20 others.
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Dublin 8, Dublin, IE
Rockwell 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.
Dublin, Leinster, IE
Responsible for the formulation and delivery of Retention Strategy.
Dublin, Leinster, IE
Established the Wealth Management Division and the roll out of the new Individual Financial Planning service
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Robert Whelan works for Rockwell Financial Management.
Robert Whelan is listed as Managing Director at Rockwell at Rockwell Financial Management.
AeroLeads has found 1 work email signal at @rockwellfinancial.ie for Robert Whelan at Rockwell Financial Management.
AeroLeads has found 2 phone signal(s) with area code 531 for Robert Whelan at Rockwell Financial Management.
Robert Whelan is based in Dublin, County Dublin, Ireland while working with Rockwell Financial Management.
Robert Whelan has worked for Rockwell Financial Management and Cornmarket Group Financial Services.
You can use AeroLeads to view verified contact signals for Robert Whelan at Rockwell Financial Management, including work email, phone, and LinkedIn data when available.
Robert Whelan holds Bcomm, Strategy, Financial Analysis, Management from University College Dublin.
Robert Whelan is listed with skills including Financial Services, Pensions, Wealth Management, Strategic Financial Planning, Finance, Management, Investments, and Financial Planning.
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