A desire to be at the forefront of modern advice led financial planning in Ireland has always driven Colm to embrace the latest innovations in the industry aligned with key fundamental approaches to advice that have stood the test of time .
This goal of giving the highest quality advice in the world led him to complete the Graduate Diploma in Financial Planning in University College Dublin which qualified him as a Certified Financial Planner(CFP® Professional). The CFP® designation is only awarded to those in the industry who have undergone rigorous study and examinations to be at the forefront of financial planning. CFP® Professionals are seen as being at the top of the financial planning pack when consumers are looking for an advice led process. There are only 350 independent CFP’s in Ireland.
He has considerable experience in dealing with all issues relating to personal finances, investments, pensions and risk management and thrives on advising clients in a manner they will not have benefited from before .
Colm is sought out to write regular finance based articles for the Pharmacy, Dental and Medical journals where his plain speaking and clear approach are a real benefit to readers. With a keen insight on issues facing dentists, pharmacists and company directors he provides support and solutions through a wide network of industry connections and proven solutions.
Never sitting still Colm is now a lead exponent of the values of cash flow modelling and the benefits this brings to clients