Park Worth Financial Limited
Financial Services - Dublin 15, N/A, IE
Park Worth Financial Limited Employees
Park Worth Financial Limited Details
Park Worth Financial has been established in 2014 by Conor Moen, a financial services expert with nearly 30 years of experience in the industry. Park Worth Financial offers Financial Planning to both Corporate & Personal Clients.Conor has nearly 30 years' experience in financial services joined the industry in 1987. Conor held various sales positions over the years in Canada Life & Irish Life. In 2014 Conor established and is the Principal of Park Worth Financial Ltd offering Financial Planning to both his Corporate & Personal Clients. Conor works with Businesses, Families and Individuals who require a unique level of attention and who can benefit from a personal comprehensive approach to managing their finances. His financial planning services includes; • Establishing & Defining a relationship with his clients• Collect & Document the relevant Financial information for his clients• Analyse and Assess his clients Financial Status• Develop & Recommend a Financial Plan to his clients• Agree the Implementation of this Financial Plan with his clients• Agree regular reviews of their Financial Plan with his clientsA Personal Financial Plan will increase the likelihood of you achieving your financial goals and objectives, including savings plans, mortgage finance, education plans, retirement planning and general lifestyle and family goals. Your financial plan may also address elements of tax and estate planning.Conor offers financial planning advice on an ongoing basis thus creating a long-term relationships with his existing clients. Conor maintain a code of ethics which requires that he act honestly & fairly, with dignity & integrity, with competence and in an ethical manner when dealing with his existing clients, prospective clients, employers and employees alike. Conor puts his client's interest first above all other considerations and acts with extreme loyalty to his clients.
Park Worth Financial Limited Technologies
Email Providers
Outlook
Load Balancers
Ubuntu
Tag Management
Google Tag Manager
Fonts
Google Font API
Hosting
DigitalOcean
Other
Mobile Friendly