Eamonn joined the Financial Services industry in 1997. He gained his experience working for large insurance companies including a senior role for Legal and General before he became an Independent Financial Adviser in 2010 and joined Alder Financial Planning in 2014.
Eamonn brings his experience from working in all areas of financial planning over the last 18 years from training to sales and sales management. He strongly believes that the job of an adviser is to prepare a plan to meet the objectives of his clients. This means using all available tools to assist in the process including cash flow modelling to give clients a picture of potential outcomes rather than lists of numbers as has been an industry standard in the past.
Eamonn holds specialist qualifications for pensions as well as general industry qualifications which along with regular updating is essential when looking for good outcomes for clients and keeping clients from falling foul of a complicated and ever changing UK financial system.
making tax digital for income tax