Hi there
Just to clarify - I am an Associate of the Irish Taxation Institute. My background is in Stockbroking and Financial services. As I am not an Accountant, I am not regulated by the ICAI (Institute of Chartered Accountants in Ireland).
I was previously (before children and a lifestyle change!) a board Director of an Irish Stockbroking Company and was then regulated by the Financial Regulator under Section 10 of the Investment Intermediaries Act.
The service I am offering is different to that offered by Financial Advisors. I am not selling any products and do not handle any client money. There is no commission involved, just a once off fee which covers 2 meetings and a full Financial and Tax review.
I am more than happy to answer any questions.
Thanks
Yvonne
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