Based in the Dublin office, Joe is a Divisional Director Financial Planning at RBC Brewin Dolphin. Working with our team of Investment Managers, Joe is responsible for providing Pre and Post Retirement solutions, at a high level, for our clients.
Pre and Post Retirement Planning is an increasingly important part of Wealth Planning and is a complicated area, where high quality advice is critical to success.
As part of our Financial Planning Team, and with many years of experience in this area, Joe seeks to demystify ‘pensions’ and to provide sound and sustainable advice, in an ever evolving and complex pensions landscape.
Joe has over 30 years of experience advising clients in matters relating to Pre and Post Retirement Planning, 22 of those years have been with RBC Brewin Dolphin.
He is a Qualified Financial Advisor (QFA) and a BComm graduate from University College Dublin.