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@accumulus.ie
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Simon Thompson is listed as Owner Director at Accumulus Financial Life Planners (Ireland) - Financial Planning & Investment Advice for Individuals, Families and Business Owners. CERTIFIED FINANCIAL PLANNER™ at Accumulus Financial Life Planners, based in Ireland. AeroLeads shows a work email signal at accumulus.ie and a matched LinkedIn profile for Simon Thompson.
Simon Thompson previously worked as Owner Director - CERTIFIED FINANCIAL PLANNER™ at Accumulus Financial Life Planners and Owner Director at Eas Advisory. Simon Thompson holds Financial Planning, Graduate Diploma In Financial Planning from University College Dublin.
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Accumulus Financial Life Planners provide a comprehensive planning service linked to lifestyle planning to help clients achieve and maintain their desired lifestyle. We help clients to organise and develop a comprehensive Financial Plan aimed at achieving their objectives. Often, the greatest challenge is to increase cash flow.A Financial Plan will incorporate clear statements to show current and anticipated future cash flow and will assemble in one folder all key financial data.Our service aims to add to the quality of our client's life through better planning of investments and financial and tax arrangements. Our advice is proactive, independent and objective.As part of our process we work closely with our client’s other professional advisers to ensure that we achieve the best outcome.One of our primary concerns is our ‘duty of care to all our clients’ which is enshrined in our policy of honesty and integrity. If we believe that we are unable to assist or add value to a client’s financial circumstance we will advise them at the outset so as to avoid any financial cost or outlay.
Listed skills include Strategic Financial Planning, Cash Flow, Wealth Management, Investments, and 8 others.
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Dublin
Accumulus Financial Planners provide a financial planing service to the Self-Employed Professional and Owner Director which is meaningful, trustworthy and professional so that every client can find the best solution for their specific set of circumstances.
Dublin
Integrated Financial Planning and Cash Flow Management.
Dublin
Provided independent impartial advice to all clients in all areas of financial planning.
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Simon Thompson works for Accumulus Financial Life Planners.
Simon Thompson is listed as Owner Director at Accumulus Financial Life Planners (Ireland) - Financial Planning & Investment Advice for Individuals, Families and Business Owners. CERTIFIED FINANCIAL PLANNER™ at Accumulus Financial Life Planners.
AeroLeads has found 1 work email signal at @accumulus.ie for Simon Thompson at Accumulus Financial Life Planners.
Simon Thompson is based in Ireland while working with Accumulus Financial Life Planners.
Simon Thompson has worked for Accumulus Financial Life Planners, Eas Advisory, and Itc Group.
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Simon Thompson holds Financial Planning, Graduate Diploma In Financial Planning from University College Dublin.
Simon Thompson is listed with skills including Strategic Financial Planning, Cash Flow, Wealth Management, Investments, Finance, Certified Financial Planner, Pensions, and Retirement Planning.
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