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Accreditations
Your wealth is precious, so it needs to be handled with great care. One of our core values as a company is a commitment to lifelong learning.
A Stamp Of Authority
When choosing a financial professional to help you achieve your goals, you should favour someone with a real dedication to their craft. What sets our managing director and financial planner Diarmuid Corcoran apart is his passion for financial planning, and his relentless desire to stay on top of industry trends and developments.
Below, you can learn more about Diarmuid’s credentials, and how each of these demonstrate his dedication to the profession.
CERTIFIED FINANCIAL PLANNER™ Practitioner
Diarmuid holds the CERTIFIED FINANCIAL PLANNER designation, which is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving.
The designation is awarded by Financial Planning Standards Board Ireland to individuals who meet specific education, experience, examination, and ethical requirements and partake in ongoing continuing education programmes.
The CFP® designation is considered a highly respected credential in the financial planning industry, indicating that the professional has met rigorous standards and is committed to providing competent and ethical financial planning services.
Fellow Chartered Accountant (FCA)
Diarmuid holds the sought-after Fellow designation from Chartered Accountants Ireland, the highest ranking a member of this prestigious organisation can achieve. Diarmuid’s expertise in the fields of accountancy and financial planning demonstrate his breadth of knowledge on all things wealth.
Qualified Financial Adviser (QFA)
The QFA is a professional designation which is a fundamental requirement of the Central Bank of Ireland.
It certifies individuals as competent financial advisers through comprehensive training and examinations, ensuring they meet professional standards.
In Their Own Words