ho Am I?
I am a Qualified Financial Adviser, and Fellow of the Life Insurance Association. I am a Certified Financial Planner (CFP), achieved via examination, which is globally recognised as the gold standard designation for Financial Advisers. I am an Associate of the Irish Tax Institute (ITI) and a Chartered Tax Adviser. I am a qualified Trust and Estate Practitioner and member of the Society of Trust and Estate Practitioners (STEP)
I have over 20 years’ experience in the life insurance and pensions industry. I am Principal of Gilmore Insurance & Financial Services. Before establishing Gilmore Insurance & Financial Services, I worked for Power Lynch & Associates for 6 years, where I developed the Life & Pensions division. Prior to this I worked with two leading financial services companies providing consultancy services to many of Irelands’ largest financial advisers. In these roles I have provided expert financial advice to clients and other financial advisory firms.
My experience in the investment markets, gathered in the course of my 20-year career in advising private clients, corporates and other financial advisers serves as an ideal platform for helping clients to arrange suitable and robust investment strategies. My expertise includes portfolio building and risk profiling and uses a variety of tools and techniques designed to achieve agreed target returns at the lowest risk.
What Can We Do Differently from other Financial Services firms?
We can offer a service that is in short supply in the Irish marketplace: expert, professional and impartial advice from a Qualified Financial Adviser and a Chartered Tax Adviser who combines extensive knowledge of the Life, Pensions and Investment and the Deposit markets in Ireland with tax expertise.
We provide to clients;
- A life-long professional impartial and expert advisory service
- Disciplined and systematic financial planning and insurance service
- Pro-active, constant and timely quality of service
- Specialist pension, insurance and tax advice
- Comprehensive client reports
Gilmore Insurance & Financial Services act as navigator to keep you on course along the way.