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.
- 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
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