My main role with HC was carrying out Financial Reviews which involved analysis of clients existing financial circumstances under the various headings of Investments, Pensions, Protection and broad-based Taxation. I was also involved in reviewing existing client files to insure files were compliant and up-to-date. I worked in tandem with the Founding Director providing technical support to his key clients.
I left HC Financial Services in 2013 to spend some time at home with my 2 busy young boys. From 2014 – 2017, I took on a part-time role as Administrative Assistant with REMEDI in NUIG working.
Having now returned to Financial Services, under the role of Paraplanner with City Life Galway. This role will allow me to provide technical support in carrying out client Financial Reviews and technical support pursuant to the provision of advice on life assurance, investments, pensions and related products. The Financial Reviews will take into account clients short, medium and long-term objectives. This Financial Review process will provide added value to our clients by providing them with a clear picture and review of policies held under our management.
A ‘home-bird’ at heart, I have lived in Galway all my life, currently living in Moycullen after marrying a Moycullen man! I love to cook and enjoy running regularly and when spare time allows, I am a keen artist, mainly using oils with my focus being on portrait painting.