Elevate Financial Planning 

Growth and Performance Manager

The philosophy at Elevate is to live life well, every step of the way. How do we do it? By taking care of our financial well-being.
Financial well-being is about effectively managing your finances and having an effective financial plan that gives you confidence In knowing that your family is protected, your children’s education is to be cared for and that your retirement dreams and plans are on course.

Elevate Financial Planning  is an independent Financial Brokerage registered in Ireland and regulated by The Central Bank of Ireland. We offer strong independent financial advise to all our clients.

Get in touch today to find out how we can assist you in being in the best financial shape possible.

Senior Financial Planner

Irish Pensions & Finance

• Counsel clients on investment opportunities, goals and tolerance for risk. 
• Constantly monitoring the specific investments in clients' portfolios
• Keep on top of new investment strategies and investment vehicles.   
• Recommend strategies clients can use to achieve their financial goals and objectives
• Advise on all aspects of financial services to existing company clients.  
• Build my own client bank within IPF.  
• Train all new recruits within the team and mentor all junior team members.  
• Lead and develop staff by identifying training needs.

Financial Planner

Bank Employee

Experienced Senior Financial Planner with a demonstrated history of working with my clients to help them reach their financial objectives.

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