Kieran O'Leary
Dip PFS
Kieran has worked as a business consultant and Wealth Adviser for over 15 years, the last six of these have been in financial services. Prior to launching Parkside Financial Planning, Kieran was an Adviser for a Private Bank, advising clients on all financial matters, particularly retirement and investment planning. Kieran prides himself on taking the time to get to know his clients, their businesses and their families, in order to build strong relationships and help them achieve what’s important in their lives.
About
Parkside Financial Planning has one simple objective - to help you make the right financial decisions today to achieve what you want tomorrow. Good advice can make the difference between retiring when you want to and not when you have to, or between helping your children with what they need and not only with what you can afford.
Planning for the future is something we all know we should do but don't always find the time for.
Contact us today for a no obligation meeting and we'll try our very best to be helpful and give your plans a real chance of happening how and when you want to.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
