Dermot states that "Why I became a qualified financial advisor is so that I could be ‘that person’, I myself would trust for advice on how to best manage my own finances, or those closest to me."
Dermot has built a large diverse global client base, based on his friendly 'non-sales' approach, in-depth knowledge, and most importantly his ability to listen and respond to the often different needs and circumstances of each and every client.
Dermot is a UK and EU Qualified Financial Advisor who meets the Financial Conduct Authority (FCA) requirements to give independent retail financial services and discretionary portfolio management advice in the UK, and since 2010 has specialised in serving the financial planning needs of expats mainly working in Oil & Gas in Central and Southeast Asia.
Dermot is a Diploma member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS), a Certificate member of the Society of Insurance Broking (SIB) and holds the EFPA European Financial Advisor™ certificate from the European Financial Planning Association (EFPA).
- DipPFS - Diploma in Financial Planning
- EFA™ - EFPA European Financial Advisor
- CertPFS(DM) - Certificate in Discretionary Investment Management
- Cert CII - Certificate in Insurance and Financial Services