Experience More than 35...
Education Levels Bachelor Degree
Professional Bodies L I A , I O B
Willing to Sign a Non Disclosure Yes
With extensive knowledge and experience of financial products/services and a keen awareness of the problems that face business owners today, I assist clients in analysing their current financial situation, review existing policies and recommend amalgamation of policies that are then fit for purpose while also saving money on an annual basis.
I work directly with clients in advising them of relevant products suitable to their current life status with the objective of implementing a sound and financial setting for their retirement. Planning is key to a secure future and I offer my clients peace of mind knowing their future is secured.
Financial Planning Strategy
Where a business is in profit and requires a strategy to extract wealth from the business year on year and invest in pensions in a tax efficient and compliant method.
Financial Extract Strategy
Where business owners are within 10 years from retirement age, an extract strategy should be developed to plan for the management of existing business wealth to ensure a lump sum pension and increased salary that is tax compliant and financially beneficial to the business owner(s).
Financial Exit Strategy
Where business owners are planning to sell or pass on a business to family before the age of 66 a financial exit strategy should be considered to avail of tax free allowance of up to €750k, (as per current budget rules).
Key Person Insurance
An option for a business to insure a “key person” within a business be it the business owner or a vital member of staff that due to unforeseen circumstances either temporary or permanent that individual is unable to contribute to the day to day business activities. The policy is established based on the “worth” that individual brings to the business, the policy is owned by the company, and any payout will be treated as income to the business. Tax relief currently at 12.5% can be claimed by a limited company on premiums.
Company Pension Schemes
Employee Benefit Packages - to attract experienced professional personnel to your business.
Income Protection – ensure your salary in the event you are unable to work .
Business Protection – Directors buy-back share policy, in the event of serious illness, death, or leaving of a Director.
Bachelor of Financial Services Degree Honours2002 - 2004 U C D Smurfit school of Business
10-04-1978 - 31-10-2012
Customer advisor/Financial advisor
03-03-2014 - 17-02-2017
06-03-2017 - Present
01-05-2015 - Present
Business Networking Group
I am the Secretary/Treasurer of this networking group for the past 2 years.
Awarded the Notable Networker award in BNI Mayo Chapter for June 2018.
L I A , I O B
Willing to Sign a Non Disclosure
I have been using Geraldine’s services for a few months now and I am very happy. She is a sound, friendly person to work with and is always there at the end of the phone when I need her. Her work is performed promptly. She is very diligent in all that she does and I would really recommend her. She has been a great asset to my business these last few months.
Siobhan KehoeFertility Treatment
I have had a great experience working with Vicki and Outsource2day. It's fantastic to have this platform in Ireland and it will help to connect so many business owners and freelancers throughout the country. Vicki puts her heart and soul into her work and I can see Outsource2day having a great impact on the lives of many business owners.
Jo is an excellent VA and working with her is an absolute pleasure! The transition went smoothly and easily, she picked up everything quickly, works well independently and her work is truly professional! Honestly - made my life so much easier!! I totally recommend her if you need a quality VA. Thank you Jo for your hard work! I truly do appreciate it!
I am really happy with Jo’s dedication, aptitude and professionalism. I was feeling overwhelmed by the technicalities of finalising my website and Jo has been such a trusted support system. Jo finished the tasks that needed to be done in record time and way before our set deadline. I would definitely work with Jo again!
Jo recently helped me out at short notice with some research and social media marketing work. I found her to be quick, accurate, easy to work with and very helpful. She delivered more than she promised, in double quick time. I will definitely use her services again.
Jo is my right-hand woman. If she left me I would be lost. She has not disappointed me once. Anything she is asked to do she has done efficiently and I don’t have to chase her as I get regular updates. I have worked with several VAs and Jo really gives me peace of mind and runs with things without needing hand-holding. Thanks Jo I appreciate all you do.
Kelly Marie West
I have worked with Ian on many levels over the years, most notably event management, marketing and PR. He is diligent, conscientious, hard-working and always a pleasure to deal with.
My company contracted Ian to get our Social Media campaign up and running in a professional and conversion focused manner. Ian took our social media following numbers from practically zero to over a thousand in a few short months. The followers were really suitable to our service and locations and Ian managed all interactions with new followers extremely well with the utmost professionalism. Also, Ian was able to execute quick changes to our Wordpress site for various promotions or events we would do. In addition to editing existing pages, he builds us new landing pages for the promotions we did and also optimised them for search. Ian is extremely capable with Inbound Marketing but was also a great guy to just bounce marketing ideas off. Also, he has a fantastic work ethic as he replied to so many interactions regardless of time of day/night. Really can not recommend him highly enough!
Ian performed many duties in his role with our company. He is particularly skilled at writing engaging content for blogs, newsletters and social media posts. He manages our monthly newsletter campaigns, weekly blog posts and daily social media posts. He then analyses the required metrics to make constant improvements. Ian is excellent at communicating with online customers and social media followers in a friendly and helpful manner. He is also adept at website maintenance and management. Consistently upskilling in all areas of digital marketing and web development Ian is an asset to any team.
Ian was very helpful at explaining the process and helping me to make informed decisions about marketing my business online. I would highly recommend him.
JohnDarkblue Design Ltd
Since meeting and collaborating with Vicki McGowan of Outsource2day I have found her very professional, diligent and sincere. I like Vicki’s honesty and high integrity levels. I believe in the concept of Outsource2day and am sold on Vicki’s commitment to making this succeed. I’m in!