At Wealthwise Financial Planning, we are all about growth. Growth for our Clients in terms of achieving their personal financial goals, growth in our own industry knowledge so that we can achieve the highest level of service for our valued customers, and we are now proud to say we are growing as a company too.
Jennifer Hardman (BA, LLB, QFA) – Senior Financial Advisor
Jennifer has joined Wealthwise Financial Planning from Bank of Ireland Private Banking as a Senior Financial Advisor. Jenny has 15+ years experience in the Financial Services Industry, helping both personal and business clients put effective financial strategies in place, with expertise in the areas of Portfolio Management, Investment Strategy and Retirement and Estate Planning. At Wealthwise, Jenny will play an instrumental part in assisting clients achieve their Financial goals and objectives.
Nicole Murphy (APA) and Amanda Frayne (QFA) – Client Services
Nicole and Amanda have joined Wealthwise Financial Planning as members of our client services department. They will be playing a crucial part in the client experience, by working alongside their designated Financial Advisor to process all areas of financial administration and liaise and follow up with clients and product providers.
Nicole comes to Wealthwise with a number of years experience in Avant Card, Carrick on Shannon as a credit underwriter/customer sales representative. Nicole is APA qualified in Pensions, Regulation and Loans with the Institute of Banking.
Amanda has an extensive history working in the Financial Services Sector, having previously worked alongside Barry Kerr, our MD, in Bank of Ireland Private Banking as a Client Services Manager. We are delighted to have Amanda’s skillset and Financial Services experience as an addition to the Wealthwise Team.
Shaun Chandler
Shaun also comes to Wealthwise with previous experience from Avant Card. Wealthwise Financial Planning prioritise training and education, and we are pleased to support our new colleagues in their Education. Shaun is currently working with Wealthwise Financial Planning under the Life Insurance apprenticeship in conjunction with Sligo IT and the LIA. Shaun will obtain his QFA in 2023 and graduate with a BA (Hons) in Insurance Practice (Life) in 2024.
High levels of employee engagement improve the likelihood of high customer satisfaction. And this starts with creating and building the right team in the first place. At Wealthwise, we think we’ve managed to do just this!
