Michael has been providing tax, investment and lifetime financial planning advice to clients since 2005. He has an in-depth understanding of Business Owners and their requirements, which allows him to guide his clients through the complex world of long term financial planning.
Michael’s qualifications include:
QFA (Qualified Financial Advisor)
FLIA (Fellow of the Life Assurance Association of Ireland)
LCOI (Licentiate of the Compliance Officers of Ireland)
RPA (Retirement Planning Advisor)
SIA (Specialist Investment Advisor)
BBS (Bachelor of Business Studies)
BBS, QFA, FLIA, LCOI, RPA, SIA
COMPLIANCE & FINANCIAL MANAGER
Jim has more than 20 years of experience supporting and advising clients. As a Qualified Accountant and Qualified Financial Advisor Jim uses his wealth of tax and investment experience for the benefit of his clients.
Jim’s qualifications include:
• QFA (Qualified Financial Advisor)
• ACMA (Chartered Management Accountant)
• CGMA (Chartered Global Management Accountant)
OWNER & DIRECTOR
Joanne has been with us since 2010. She has over 20 years experience in Customer Relations, Sales and Marketing.
If you are contacting Guardian Wealth for the first time, chances are Joanne will be the first voice you hear. Joanne is responsible for all of our Marketing activity and also acts as a point of contact for our clients.
How can we help you?
I have experienced the ups and downs of Pension funds over many years. As I got closer to retirement, I needed to get advice regarding the risk profile of my pension funds as I didn’t want to see it fall in value at this stage of my life. Michael was able to provide practical steps to make sure this risk was reduced for me and I am happy that I am on the right road. They are always at the end of a phone & very accommodating to meet at short notice to discuss any queries that we may have. I do recommend Guardian Wealth to anybody worried about their pension.
Patricia McCaffrey & Frank Cooney
Cooney Architects, Dublin
I had my Pension with my Bank but as the fund grew, I was becoming more and more concerned that I was always dealing with somebody different. I wanted to have a direct line to somebody who could advise me and meet with me as my circumstances changed over time. Michael is my Pension Advisor now and is always at the end of the phone whenever I need him. I am happy to recommend Guardian Wealth.
Tir3D Ltd, Carlow
Like most business owners I put most of my energy into making sure my business is successful. Very often that leaves little time to stop and look at my bigger picture financial position, and plan for the future. I have been working with Michael in Guardian Wealth for a number of years now and it’s great to know that he has a financial plan in place for me, and meets with me regularly to make sure I am on track. I am happy to recommend Guardian Wealth.
Burnside Autocyl Ltd, Carlow
I have been receiving advice from Jim Doyle in Guardian Wealth for 3 years. I was advised by a friend to use Guardian Wealth and so I contacted them when the time came to access my pension. Jim has been very good to me and has given me great advice over the years. He keeps in touch to give me updates on my pension and he is always available by phone if I have any questions. I am delighted that I am dealing with Guardian Wealth. They are a professional outfit and very straightforward to deal with.
Mr Ian Dornan