Qualified and experienced financial advisor with an extensive knowledge of financial services and financial planning. My role includes client relationship management, business development, investment portfolio management and advising in the areas of insurances, retirement planning and savings & investments. I place a huge value on forming professional and valued relationships with clients from all walks of life, both business owners and individuals, and strive to save them money, make them money and add value at every interaction by providing independent and straight talking financial advice.
For an independent and free financial review please contact: dlooney@alphawealth.ie / 0879682200
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www.alphawealth.ie