Why Dermot?

Trusted Ethical Experienced

UK and EU Qualified Financial Advisor who meets the Financial Conduct Authority (FCA) requirements to give independent retail and discretionary portfolio management advice in the UK.

Dermot is a Diploma member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS), a Certificate member of the Society of Insurance Broking (SIB) and holds the EFPA European Financial Advisor™ certificate from the European Financial Planning Association (EFPA) .

 Dermot’s financial qualifications can be authenticated by entering Full Name and the Authentication Code XXXX-XXXX-XXXX displayed on each certificate above and below so that you can have full confidence about the validity of CII membership or qualification accreditation.

What are the benefits of having your own Independent Financial Advisor? 

With a wealth of knowledge and experience, my job as a financial advisor is to ensure that every financial plan has been custom made to cater to your own individual circumstances.

Having access to portable financial products from international offshore financial centres, as well as award winning investment management means you can avail of tax advantages, and a better potential return on your savings & investments.

The skill is in explaining the detail, to go through the pros and cons, making sure that you are completely happy with the solution, and make sure your money has been optimally invested.

However, the journey does not end there. Much of the value an advisor adds comes later. Advice is not a one-off event. It is a lifelong journey that will involve constant refinement of the financial plan as your circumstances and needs change.

 

Get in touch today for a free initial consultation.

 

Contact Info:

Dermot Monaghan DipPFS Cert CII EFA

UK & EU Qualified Financial Advisor

 

Email:

dermot@kazexpat.com

Phone/Mobile:

Mobile: +66 844 367 581

Mobile: +7 747 837 0469