Tom Cim

Portfolio Manager at Compass Private Wealth - Dublin 2, , IE

Tom Cim's Contact Details
HQ
Location
Canada
Company
Compass Private Wealth
Tom Cim's Company Details
Compass Private Wealth logo, Compass Private Wealth contact details

Compass Private Wealth

Dublin 2, , IE • 10 - 19 Employees
Investment Bank/Securities Brokerage

Compass Private Wealth specialises in delivering independent and sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland. We pride ourselves on being completely independent in all advices to our clients, emphasising transparency and integrity throughout the entire client relationship. Our services are as follows: - Investment Management & Asset Allocation - Pre-Retirement Pensions (Buy Out Bonds, SSASs, PRSAs) - Post-Retirement ARFs - Succession Planning & Protection Both Jonathan Sheahan and Kathleen O'Farrell are Qualified Financial Advisors (QFAs). Jonathan is also a fully qualified Certified Tax Advisor (CTA). While Compass Private Wealth does not advise directly on tax, our consideration of this area adds significant value to our clients. Our offices are based on City Quay, Dublin 2 and our website is www.CompassPrivateWealth.ie For more details contact us on info@CompassPrivateWealth.ie or 01-6852530

Investment Management Personal Retirement (Buy Out) Bonds Asset Allocation PRSAs Approved Retirement Funds (ARFs) Directors Pension Schemes Financial Advice Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Compass Private Wealth
Frequently Asked Questions about Tom Cim
Tom Cim currently works for Compass Private Wealth.
Tom Cim's role at Compass Private Wealth is Portfolio Manager.
Tom Cim's email address is ***@compassprivatewealth.ie. To view Tom Cim's full email address, please signup to ConnectPlex.
Tom Cim works in the Investment Management industry.
Tom Cim's colleagues at Compass Private Wealth are Tom Spinks, Michael Nichols, Angela Browne, Lee D'Arcy, Naomi Caulfield, Jonathan Sheahan, Jen Leisemer and others.
Tom Cim's phone number is
See more information about Tom Cim