Leo is a professionally-qualified and ethical Financial Consultant with 35 years of experience in the Financial Industry.
Having worked as a Client Relationship Manager with AIB Bank in Ireland for many years, Leo advised and assisted both personal and business clients in managing their finances and achieving their goals. Leo’s mission is to provide personal clients with the best possible advice; to help them to structure their finances; to get the best return for their money, and to plan for the unexpected (particularly when it comes to family protection).
Finances are a personal and sensitive subject – be it saving for the first home, financing the children’s education or investing for the future and retirement. Having raised and put 4 children through 3rd level education, Leo has personal experience as well as professional training in achieving these goals.
Skills and expertise
- Qualified Financial Adviser
- Certificate in Mortgage Practice
- Bachelor of Financial Services (Hons) – UCD
- Diploma in Business Studies (Banking)
- Chartered Banker
- Trustee Diploma
- BA (Law) 1967 Cambridge
- MA (Law) 1972 Cambridge
Leo is married with 4 children, 3 of whom are working in the U.K. and Australia. Being the eldest of 7 children, Leo has been earning since he was 10. He grew up and was educated in Ireland. Leo got the archetypal “job for life” with AIB Bank at 18 (or so he thought). Leo has always done his best to take his wife and kids away on family holidays – West Cork/France in the Summer and ideally Austria for skiing in Spring. Leo very much values the support of family and true friends – we all need them.
When he’s not spending time with his family Lea enjoys skiing, fishing, sailing and just generally keeping fit.
“Very professional and friendly interaction, clear and complete information on products and services, great after sales service.” – Arne