- On February 28, 2020
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Maurice has over 25 years’ experience in Financial Services, 10 of which were spent with one of the UK’s largest Pensions and Investments Companies. He has been advising businesses and individuals since 2004, including 4 years in a large national accountancy practice.
Maurice is a member of the Personal Finance Society (PFS) having attained his Level 4 qualification. He has an Honours Degree in Economics.
He regularly advises clients on retirement planning, lump sum investments and Inheritance Tax Planning, together with Business and Personal Protection. He takes a keen interest in the world’s investment markets, as these have a direct bearing on clients’ pensions and other savings.
In his time outside of work, Maurice is involved in local community youth work, enjoys a bit of DIY and relaxes by taking walks in the hills and by the sea in beautiful Donegal.