Following an invitation to join St. James's Place Wealth Management which we were delighted to accept, I became Principal of Eamonn Cassidy Wealth Management. Prior to this, I have been a member of the Financial Services Industry for some 20 years.
After joining the Financial Services Industry, I have now formed many strong relationships with individuals within this sector as they can pursue the understanding that I have for their specific financial requirements, whether it be personal or corporate, I am committed to ensuring that my Industry knowledge remains relevant.
With an understanding, that we have an ever changing environment and a variety of client circumstances, I feel that the service I give helps to plan strategies for clients and help them to achieve their goals. I feel that an essential part to my Practice is to review these plans on a regular basis to ensure the client is satisfied and the service is current.
I feel that a strong relationship held with clients, is key to understanding their aspirations as well as their challenges, to provide them with secure and bespoke advice throughout their lives.
Joanne helps with the running of every aspect of day to day Practice administration and supports Eamonn in his appointment preparation.
Lauren oversees office administration and business planning and completes a number of non-client facing tasks involved with preparing and administering a financial plan or report for a client.