Based in Dublin , Patrick is a Certified Financial Planning professional focussed on providing a quality, tailored Financial Planning service to individuals and small businesses.
Patrick uses the global CFP® designation and has a Graduate Diploma in Financial Planning through University College Dublin to supplement the Qualified Financial Adviser and FLIA status from the Institute of Bankers.
Patrick holds an honours Bachelor of Commerce degree from University College Dublin and a Master in Business Studies degree from Dublin City University.
Previously Patrick worked for a number of years at International Fund Services Dublin as a Fund Accountant before moving to Sydney, Australia to work for JP Morgan as a Business Analyst.
Patrick has over ten years experience within the Irish Financial Planning sector.
Patrick takes pride as a Financial Planning professional in developing long lasting relationships with clients, built on honesty, trust and the best advice.
He seeks to differentiate himself and his business from the transactional relationships that can be prevalent in the sector.
The ultimate aim is to help clients meet their financial goals as their lives evolve towards retirement age and beyond.