Our team goal is to enable our clients to achieve their financial planning, investment & pension objectives through structured planning and careful management of their financial resources.
We ensure that we always present plans to them in a simplified way that they can understand and appreciate. When a client receives a plan this is only the starting point. A bigger challenge is keeping the plan on track, and reacting as circumstances change.
At Premier Financial we place as much importance on the review of a client’s plan as we do on the development of the plan. Our measure of success is simple.
Do our clients achieve their financial planning, investment and pension objectives, within the defined risk parameters that they identified for themselves?
I have enjoyed working with my clients over the last 30 years helping them to make better financial decisions. For me people come first. I am a member of Tralee Golf club and also follow all sports especially GAA, Rugby, Soccer and Golf.
I have been working in Financial Services for over 25 years and I enjoy meeting and working with people. I am a keen Irish Rugby enthusiast and in my spare time I like to do some running and some very amateur golf. I enjoy spending quality time with my family and have two sons currently in College. My mission is to help all our clients improve their knowledge of Lifetime Financial Planning, Wealth Management and Goal Achievement and to also become a better golfer than Denis Murphy and Philip Sicat!
I joined Premier Financial in 2005, having previously worked in the banking sector for 10 years. My role is to advise our clients on all aspects of financial services, with the aim of making thinkings as easy as possible to understand. I’m a keen sports fan, and still try to participate (at a very low level!) and do a bit of underage coaching. I love to travel and explore new places, and with my two girls nearly “off the payroll”, I hope to do a lot more sightseeing with my wife in years to come.
I enjoy working in my current role as a Financial Advisor and I recently qualified as a Retirement Planning Advisor. Life is about looking after yourself and your family and creating a happy and healthy future. Live life!
I joined Premier Financial in 2006. I recently started studying for the QFA designation and have just one exam left to complete. I love being outdoors and enjoying life in general with family and friends.
I have been working for Premier Financial for the last 10 years having started my career with Bank of Ireland. I love to travel and spending time with family and friends.