Experience
Ray Joined Grant Thornton in 2005 as a Manager, he had previously worked with Ptsb as a Senior Financial Consultant from 1994 -2004. He was appointed Director of Grant Thornton Financial Counseling, Limerick in 2008 and assembled a team of 4 experienced professionals over the last 13 years. Ray started with New Ireland in 1989 in the Limerick area, he has built up a wide range of experience with self-employed professionals in the medical and legal industry providing strategic personal financial planning with a primary focus on funding for retirement.
- banking experience encouraged Grant Thornton in developing a Mortgage client base some years back at the height of the property boom and this area was developed in the Limerick office (we no longer hold a mortgage license)
- works very closely with Partners, Directors and Managers of Grant Thornton to provide independent advice to their clients and enhancing close personal relationships
- we have a number of small and medium sized Pension Schemes in place through the relationships built up with Corporate and Credit Union clients of the Practice
- we have enhanced the reputation of Grant Thornton in the Limerick and surrounding Mid-West region for providing specialist pension advice and goal setting financial planning
Qualifications
- Member of the Life Insurance Association (LIA)
- Qualified Financial Adviser and Fellow of LIA
- Retirement Planning Adviser and Credit Union Adviser
- MSc Financial Services and International Financial Planning qualification from UCD
- Certified Financial Planner (CFP)
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