SC
Suzanne Caffrey Qfa
Life & Pensions Team at Finance One
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Work Experience
Life & Pensions Team
2022 - Present · 3 years
Paraplanner
2022 - 2022
Administration And Fulfillment Manager
2021 - 2022 · 1 years
Company Details
11-50 Employees
FINANCE ONE IS AN IMPARTIAL FINANCIAL INTERMEDIARY, WITH OVER 160 YEARS OF COMBINED FINANCIAL EXPERTISE. WE ARE COMMITTED TO PROVIDING IMPARTIAL PROFESSIONAL SERVICES AND ADVICE. At Finance One we are all about you, the client. As an impartial financial intermediary, we constantly strive to ensure that we have the best possible range of products and advice to meet your needs as you progress through the different stages of your life. Our range of services include: • Retirement Planning / Pensions • Investments • Financial Planning / Financial Protection • Mortgage Lending / Restructuring • Deposits / Cash Management WE HAVE A PROVEN TRACK RECORD IN BUILDING LONG TERM RELATIONSHIPS WITH OUR CLIENTS, AND THE EXPERIENCE TO DESIGN FINANCIAL PLANS TAILORED TO THEIR INDIVIDUAL NEEDS. FINANCE ONE WAS ORIGINALLY SET UP IN 2006 AND HAS GROWN BOTH ORGANICALLY AND BY ACQUISITION OVER THE LAST 10 YEARS.
Year Founded
2006
Social Media
LinkedinFacebook
Industry
Financial Services, Financial planning consultants, Services to businesses, Business Services, Financial management consultants and services
HQ Location
Mount Street Crescent Dublin, Leinster 0000, IE
Keywords
FINANCIAL PLANNINGMORTGAGESPENSION ADVICEINVESTMENTSCASH MANAGEMENTLIFE ASSURANCEBUSINESS PROTECTIONSHAREHOLDER PROTECTIONDEBT RESTRUCTURINGDEPOSITS
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