Head of wealth & financial planning | dublin, ie
DublinNational Financial Partners
...in financial planning software, particularly Voyant • Certified Financial Planner (CFP) • Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs and wealth structuring strategies. • Proficiency in financial planning software, particularly Voyant. • A minimum of a bachelor's degree in [...]
Category Banking, Insurance, Finance & Accountancy