Alan Odriscoll Cfp Email & Phone Number | Financial Planner who works with clients to help plan for what is important in their lives based on their own circumstances. Retirement - ARFs/Annuities/PRSAs/PRBs/Personal & Executive Pensions/SSAPS/Group Schemes (DB&DC) Investment Estate Planning Family & Business Protection Personal & Corporate Investments So what do we actually do: •Get to know you to learn what is important to you. •Devise a personalised strategy for you to get from where you are now to where you want to be. •Identify any shortfalls & recommend any changes with regular review of progress. •We work with individuals, SMEs who run their own businesses & employees of large employers – both Irish & Multi-National. •In our experience, - people are not sure of what benefits they have through their employment (such as DB/DC retirement benefits, risk benefits, other benefits (e.g. Long-Term Incentives, Share Options, etc.) & where does all this fit in with their own future - individuals have left employment or have returned from abroad (such as UK/Europe/US) & are unsure of what to do next with these benefits & how do they compare to their new employer’s benefits. - business owners think only about the business & not about providing for themselves or managing potential risks - Consumers & Companies are looking for alternative regulated investment solutions. •Also, we help many business owners to look after their employees by establishing & administering employer-sponsored staff retirement & risk benefit schemes. •Meetings can be held “virtually” via Zoom/Microsoft Teams. •Passionate about working diligently on behalf of our clients. The mantra “Trust is hard earned but can be easily lost” ensures that we keep our client to the forefront of our minds in everything that we do. We want to partner with clients throughout their lifetimes & work with them (& their families) at each life stage to help overcome various challenges & achieve their personal goals. Experience & Qualifications: •Bachelor of Arts degree in Maths & Economics from UCC. •Over 2 decades of experience of working in various roles in the Financial Services Industry. •Qualified Financial Advisor (QFA) designation (LIA) •Graduate Diploma in Financial Planning from UCD. •CERTIFIED FINANCIAL PLANNER CFP professional – the internationally recognised gold standard in financial planning (FPSB). •Pension Trustee Practices (LIA). •Responsible Investment Advisor (LIA). Contact: •Email: alanodriscoll@pivotalwealth.ie •Twitter: @AlanOD1977 @pivotal_wealth •Mobile: (086) 060 8910 •Website: www.pivotalwealth.ie

Alan Odriscoll Cfp

Financial Planner who works with clients to help plan for what is important in their lives based on...
Cork, Cork, Ireland

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Alan Odriscoll Cfp’s Email aodriscoll@navwealth.ie

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Alan Odriscoll Cfp’s Location Cork, Cork, Ireland

Alan Odriscoll Cfp’s Current Industry Pivotal Wealth Solutions

Alan Odriscoll Cfp’s Prior Industry Navigation Wealth | Aon | Ulster Bank | Aib | Mercer

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Work Experience

Pivotal Wealth Solutions

Managing Director & Financial Planner

2023-10-01 00:00:00 - Present

Navigation Wealth

Certified Financial Planner

2018-09-01 00:00:00 - 2023-10-01 00:00:00

Aon

Consultant

2013-05-01 00:00:00 - 2018-09-01 00:00:00

Ulster Bank

Financial Planning Manager

2013-01-01 00:00:00 - 2013-04-01 00:00:00

Aib

Financial Planning Consultant

2002-02-01 00:00:00 - 2012-11-01 00:00:00

Mercer

Pension Administrator

1998-09-01 00:00:00 - 2002-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Alan Odriscoll Cfp

Alan Odriscoll Cfp is located at
Cork, Cork, Ireland

Alan Odriscoll Cfp is a Financial Planner who works with clients to help plan for what is important in their lives based on their own circumstances. Retirement - ARFs/Annuities/PRSAs/PRBs/Personal & Executive Pensions/SSAPS/Group Schemes (DB&DC) Investment Estate Planning Family & Business Protection Personal & Corporate Investments So what do we actually do: •Get to know you to learn what is important to you. •Devise a personalised strategy for you to get from where you are now to where you want to be. •Identify any shortfalls & recommend any changes with regular review of progress. •We work with individuals, SMEs who run their own businesses & employees of large employers – both Irish & Multi-National. •In our experience, - people are not sure of what benefits they have through their employment (such as DB/DC retirement benefits, risk benefits, other benefits (e.g. Long-Term Incentives, Share Options, etc.) & where does all this fit in with their own future - individuals have left employment or have returned from abroad (such as UK/Europe/US) & are unsure of what to do next with these benefits & how do they compare to their new employer’s benefits. - business owners think only about the business & not about providing for themselves or managing potential risks - Consumers & Companies are looking for alternative regulated investment solutions. •Also, we help many business owners to look after their employees by establishing & administering employer-sponsored staff retirement & risk benefit schemes. •Meetings can be held “virtually” via Zoom/Microsoft Teams. •Passionate about working diligently on behalf of our clients. The mantra “Trust is hard earned but can be easily lost” ensures that we keep our client to the forefront of our minds in everything that we do. We want to partner with clients throughout their lifetimes & work with them (& their families) at each life stage to help overcome various challenges & achieve their personal goals. Experience & Qualifications: •Bachelor of Arts degree in Maths & Economics from UCC. •Over 2 decades of experience of working in various roles in the Financial Services Industry. •Qualified Financial Advisor (QFA) designation (LIA) •Graduate Diploma in Financial Planning from UCD. •CERTIFIED FINANCIAL PLANNER CFP professional – the internationally recognised gold standard in financial planning (FPSB). •Pension Trustee Practices (LIA). •Responsible Investment Advisor (LIA). Contact: •Email: alanodriscoll@pivotalwealth.ie •Twitter: @AlanOD1977 @pivotal_wealth •Mobile: (086) 060 8910 •Website: www.pivotalwealth.ie