“I love listening to people’s stories and my job allows me to meet and learn from many different people. By listening well to others, sometimes we can show a better way to manage wealth.
The best part of my job? When a client puts good advice into action, delivering a better outcome for them and their families.”
- Locations
- Dublin
- Phone number
- 01 260 0080
Ian is a specialist Financial Planner. He advises high-net-worth clients in the areas of estate planning, business succession and retirement, bringing a focused awareness on protecting wealth and mitigating tax for individuals and their families.
Ian graduated in Economics and Finance (BBS) in 1998 from the University of Limerick. He then began his career with one of the leading wealth managers in Ireland.
Ian is a Certified Financial Planner (CFP®), a Registered Stockbroker and holds a Diploma in Tax, a Diploma in Pensions and is a Qualified Financial Advisor (QFA). Ian also holds a Diploma in Trust and Estate Planning from the Law Society of Ireland and is a qualified member of STEP (Society of Trusts and Estate Practitioners).
He joined RBC Brewin Dolphin in 2021 and continues to provide specialist financial planning advice to high-net-worth clients.