Elaine Wilson ACCA LIB QFA
Director at SurePlan Financial- Claim this Profile
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Bio
Pam Ryan
Elaine Wilson is such a pleasurable professional with whom to deal! Financial management is a subject that makes me nervous and Elaine's vast knowledge and experience go a long way in making her a top-rated professional in her field but what really sets her apart from others is her honesty and ability to go above and beyond for her clients, always putting their best interests first, financial and otherwise. I would highly recommend Elaine to anyone seeking a financial advisor.
Linda O'Connell
As my mortgage was nearing the end of a fixed term I needed to decide what next? I reached out to Elaine to get some professional advice as I found everything really confusing and all the letters the bank send overwhelming to be honest. Even after speaking to them over the phone I was still left confused. Elaine organised a meeting and talking me through all of my option and explained all the banking jargon in layman’s terms. She made it so easy and I felt so much more in control of the decisions I had to make. She explained where all the different figures and variations came from and really put me at ease because I had all my options now right in front of me. Elaine was able to show me the what, how and next steps should I want to proceed. I couldn’t recommend Elaine’s skills and natural down to earth approach any higher. I am so appreciative. Thank you Elaine
Pam Ryan
Elaine Wilson is such a pleasurable professional with whom to deal! Financial management is a subject that makes me nervous and Elaine's vast knowledge and experience go a long way in making her a top-rated professional in her field but what really sets her apart from others is her honesty and ability to go above and beyond for her clients, always putting their best interests first, financial and otherwise. I would highly recommend Elaine to anyone seeking a financial advisor.
Linda O'Connell
As my mortgage was nearing the end of a fixed term I needed to decide what next? I reached out to Elaine to get some professional advice as I found everything really confusing and all the letters the bank send overwhelming to be honest. Even after speaking to them over the phone I was still left confused. Elaine organised a meeting and talking me through all of my option and explained all the banking jargon in layman’s terms. She made it so easy and I felt so much more in control of the decisions I had to make. She explained where all the different figures and variations came from and really put me at ease because I had all my options now right in front of me. Elaine was able to show me the what, how and next steps should I want to proceed. I couldn’t recommend Elaine’s skills and natural down to earth approach any higher. I am so appreciative. Thank you Elaine
Pam Ryan
Elaine Wilson is such a pleasurable professional with whom to deal! Financial management is a subject that makes me nervous and Elaine's vast knowledge and experience go a long way in making her a top-rated professional in her field but what really sets her apart from others is her honesty and ability to go above and beyond for her clients, always putting their best interests first, financial and otherwise. I would highly recommend Elaine to anyone seeking a financial advisor.
Linda O'Connell
As my mortgage was nearing the end of a fixed term I needed to decide what next? I reached out to Elaine to get some professional advice as I found everything really confusing and all the letters the bank send overwhelming to be honest. Even after speaking to them over the phone I was still left confused. Elaine organised a meeting and talking me through all of my option and explained all the banking jargon in layman’s terms. She made it so easy and I felt so much more in control of the decisions I had to make. She explained where all the different figures and variations came from and really put me at ease because I had all my options now right in front of me. Elaine was able to show me the what, how and next steps should I want to proceed. I couldn’t recommend Elaine’s skills and natural down to earth approach any higher. I am so appreciative. Thank you Elaine
Pam Ryan
Elaine Wilson is such a pleasurable professional with whom to deal! Financial management is a subject that makes me nervous and Elaine's vast knowledge and experience go a long way in making her a top-rated professional in her field but what really sets her apart from others is her honesty and ability to go above and beyond for her clients, always putting their best interests first, financial and otherwise. I would highly recommend Elaine to anyone seeking a financial advisor.
Linda O'Connell
As my mortgage was nearing the end of a fixed term I needed to decide what next? I reached out to Elaine to get some professional advice as I found everything really confusing and all the letters the bank send overwhelming to be honest. Even after speaking to them over the phone I was still left confused. Elaine organised a meeting and talking me through all of my option and explained all the banking jargon in layman’s terms. She made it so easy and I felt so much more in control of the decisions I had to make. She explained where all the different figures and variations came from and really put me at ease because I had all my options now right in front of me. Elaine was able to show me the what, how and next steps should I want to proceed. I couldn’t recommend Elaine’s skills and natural down to earth approach any higher. I am so appreciative. Thank you Elaine
Experience
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SurePlan Financial
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Ireland
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Financial Services
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1 - 100 Employee
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Director
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Mar 2021 - Present
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Bluechip Financial Consultants Ltd.
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Investment Management
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1 - 100 Employee
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Account Director, Financial Planner
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Dec 2019 - Mar 2021
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Arachas Corporate Brokers Ltd
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Ireland
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Insurance
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200 - 300 Employee
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Financial Services Account Director
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Feb 2015 - Dec 2019
I am an independant, client focused financial advisor, specialising in long term strategic financial planning. My passion is helping people in all areas of personal finance, including savings, investments, retirement planning, protection including life cover and finance. I work with my clients to create a long term financial plan that is consistent with their goals and ensure they get good value for money at all times. I am an independant, client focused financial advisor, specialising in long term strategic financial planning. My passion is helping people in all areas of personal finance, including savings, investments, retirement planning, protection including life cover and finance. I work with my clients to create a long term financial plan that is consistent with their goals and ensure they get good value for money at all times.
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Financial Advisor
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Oct 2006 - Feb 2015
Assisting clients to design and implement a long term financial plan tailored to their needs. This includes safeguarding & protecting their financial circumstances, planning for their retirement and maximising financial resources through long term savings. Collectively we employ a holistic,common sense approach to financial planning and empower clients to take control of their financil destiny via regular annual reviews. Assisting clients to design and implement a long term financial plan tailored to their needs. This includes safeguarding & protecting their financial circumstances, planning for their retirement and maximising financial resources through long term savings. Collectively we employ a holistic,common sense approach to financial planning and empower clients to take control of their financil destiny via regular annual reviews.
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Relationship Manager
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2000 - 2006
I managed a large porfolio of clients across personal and business sectors. Specialising in personal and business finance ensuring that their short and long term banking requirments were sufficient and appropriate to their needs. I managed a large porfolio of clients across personal and business sectors. Specialising in personal and business finance ensuring that their short and long term banking requirments were sufficient and appropriate to their needs.
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Trainee Accountant
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Sep 1999 - May 2000
Analysing and preparing year end accounts including day books, bank reconciliations & inconjunction with senior accounts attended off site year end audits . Analysing and preparing year end accounts including day books, bank reconciliations & inconjunction with senior accounts attended off site year end audits .
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Education
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2015 - 2019
Griffith College Cork
ACCA, ACCA Affiliate (Level 9) -
1997 - 1999
Cork Institute of Technology
Diploma, Business & Accountancy
Community
