Info on our Financial Planning Consultants:
Peter Savage is a Director and co-founder of First Financial Management and has over 12 years experience dealing with both private clients, employers and Trustees. Peter started his career with Standard Life based in their Edinburgh office working primarily within their group pension department. After this he took up a position with Barclays within their Wealth Management division, based in London before moving to Belfast. He finished his career with Barclays to set up First Financial Management. Peter is a member of both the Personal Finance Society and Institute of Financial Advisers.
Peter is married with 1 child, is a keen squash player and enjoys spending time with his family and travelling whenever possible.
Qualifications:
Full Financial Planning Certificate
CF7 – Lifetime Mortgages
CF8 – Long Term Care
J01 – Personal Taxation
MAQ – Mortgage Advice Qualification
IFS Diploma for Financial Advisers
Currently in the process of studying to completing the Certified Financial Planning licence which he hopes to achieve in the next 3 months.
Sean Larkin is a Director and co-founder of First Financial Management and has over 12 years experience dealing with private clients, employers and Trustees . He is a Chartered Financial Planner and Certified Financial Planner having passed numerous exams and assessments to qualify for this, including the Advanced Financial Planning Certificate and Diploma in Financial Planning. Sean has previously worked for Northern Bank as a Financial Planner and for Barclays Bank in their Wealth Management. He finished his career with Barclays to set up First Financial Management. Sean is a member of both the Personal Finance Society and Institute of Financial Advisers.
Sean is married with 3 children, enjoys Martial Arts, playing Squash and spending time with his family.
Qualifications:
Full Financial Planning Certificate
AF2 - Business Financial Planning
CF7 – Lifetime Mortgages
CF8 – Long Term Care
FA1 - Life Office Administration
G10 – Taxation and Trusts
G20 - Personal Investment Planning
JO3 – Tax and Legal aspects of Business
J04 - Pension Funding Options
MAQ – Mortgage Advice Qualification
SVI – Savings and Investments
Aodh McGrath is a Financial Planning Consultant and a valued member of The First Financial Management team. He has been involved in financial services for over 25 years and is experienced in dealing with private clients, employers and Trustees. In addition to looking after his own client base Aodh works closely with a number of Accountancy practices providing them and their clients with Financial Planning Advice.
Aodh is married and is a keen golfer who also enjoys dinning out whenever possible.
Qualifications:
Holds Full Financial Planning Certificate
Working towards completing the IFS Diploma For Financial Advisers which he aims to complete within the next 10 months
Trevor Reilly is a Financial Planning Consultant and a valued member of The First Financial Management team. He has been involved in financial services for over xx years and is experienced in dealing with private clients, employers and Trustees. Previous to joining First Financial Management he worked with Friends Provident. He originally trained and practiced as an Accountant before moving into Financial Services. In addition to looking after his own client base Trevor works closely with a number of Accountancy practices providing them and their clients with Financial Planning Advice.
Trevor is married and is a keen golfer who also enjoys dinning out whenever possible.
Qualifications:
Holds Full Financial Planning Certificate
Working towards completing the CII Diploma in Financial Planning which he hopes to attain in the next 6 months
Wanda Moore heads up our Mortgage and General Insurance department providing independent advice to clients in relation to all types of mortgages and general insurance including commercial insurance. Previous to joining First Financial Wanda spent 22years working for Barclays/Woolwich where she built up substantial relationships with clients. Wanda holds relevant qualifications to be able to provide independent mortgage and general insurance advice.
Qualifications:
CE Map
Wanda is married with 3 children and enjoys walking, reading and dinning out.
Info on Client Services Team:
Susan Barry is a Paraplanner with First Financial and a valued member of our team. She has been involved in Financial Services for 12 years working for Northern Bank in various roles.
She assists both the directors and consultants at various stages of the Financial Planning process.
Susan is married with two young children, enjoys family outings, keeping fit and socialising.
Eimear Savage is an administrator with First Financial and is a valued member of our team providing support services to Directors and consultants. She joined First Financial in 2008.
She also helps First Financial team with some of the behind the scenes tasks that are paramount to running a successful Financial Planning Practice.
Eimear keeps busy looking after her young son and enjoys music, concerts and eating out. |
