Eoin Wilson
Financial Advisor at Pure Finance Ltd- Claim this Profile
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English Native or bilingual proficiency
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French Professional working proficiency
Topline Score
Bio
Norma O'Kelly
Working with Eoin, I got to discover my long term financial goals which he simplified and made everything so achievable. He also saved me money on my mortgage which I hadn't expected. His practical, down to earth, trust-worthy approach and friendly manner make him a great financial advisor and I would highly recommend.
John Murray
I met Eoin for the first time in 2018 after he invited me to a BNI meeting. The BNI thing wasnt for me because I was to spend part of my year abroad, and Eoin was happy to connect me with Derek Reilly, the President of Junior Chamber International based in Dublin. Since then, Eoin has become a good friend, I have heard him speak a number of times on finance for different organisations and he has been kind enough to ask me to MC an event for him. Eoin is always good enough to offer advice and lives the practice of look after your clients. The business will look after itself
Norma O'Kelly
Working with Eoin, I got to discover my long term financial goals which he simplified and made everything so achievable. He also saved me money on my mortgage which I hadn't expected. His practical, down to earth, trust-worthy approach and friendly manner make him a great financial advisor and I would highly recommend.
John Murray
I met Eoin for the first time in 2018 after he invited me to a BNI meeting. The BNI thing wasnt for me because I was to spend part of my year abroad, and Eoin was happy to connect me with Derek Reilly, the President of Junior Chamber International based in Dublin. Since then, Eoin has become a good friend, I have heard him speak a number of times on finance for different organisations and he has been kind enough to ask me to MC an event for him. Eoin is always good enough to offer advice and lives the practice of look after your clients. The business will look after itself
Norma O'Kelly
Working with Eoin, I got to discover my long term financial goals which he simplified and made everything so achievable. He also saved me money on my mortgage which I hadn't expected. His practical, down to earth, trust-worthy approach and friendly manner make him a great financial advisor and I would highly recommend.
John Murray
I met Eoin for the first time in 2018 after he invited me to a BNI meeting. The BNI thing wasnt for me because I was to spend part of my year abroad, and Eoin was happy to connect me with Derek Reilly, the President of Junior Chamber International based in Dublin. Since then, Eoin has become a good friend, I have heard him speak a number of times on finance for different organisations and he has been kind enough to ask me to MC an event for him. Eoin is always good enough to offer advice and lives the practice of look after your clients. The business will look after itself
Norma O'Kelly
Working with Eoin, I got to discover my long term financial goals which he simplified and made everything so achievable. He also saved me money on my mortgage which I hadn't expected. His practical, down to earth, trust-worthy approach and friendly manner make him a great financial advisor and I would highly recommend.
John Murray
I met Eoin for the first time in 2018 after he invited me to a BNI meeting. The BNI thing wasnt for me because I was to spend part of my year abroad, and Eoin was happy to connect me with Derek Reilly, the President of Junior Chamber International based in Dublin. Since then, Eoin has become a good friend, I have heard him speak a number of times on finance for different organisations and he has been kind enough to ask me to MC an event for him. Eoin is always good enough to offer advice and lives the practice of look after your clients. The business will look after itself
Experience
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Pure Finance Ltd
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Ireland
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Nov 2017 - Present
Helping Company Directors and ambitious employees plan their Personal FinancesSpecialities include:Company Director Retirement PlanningLife Cover Set-upInvestment PlanningIncome Protection Advice and Set-up Helping Company Directors and ambitious employees plan their Personal FinancesSpecialities include:Company Director Retirement PlanningLife Cover Set-upInvestment PlanningIncome Protection Advice and Set-up
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Committee Member
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Sep 2019 - Present
Responsible for organising Union Breakfast Networking Events throughout the year20 year Re-union OrganiserAssisting with Class ambassador programme Responsible for organising Union Breakfast Networking Events throughout the year20 year Re-union OrganiserAssisting with Class ambassador programme
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Finance One Ltd
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Ireland
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Apr 2011 - Oct 2017
Group Pension/Group Risk Account Manager & Personal Financial PlannerManagement of Pension Schemes for Employer and Employees. Help employees plan for their retirement by risk assessement and personal financial reviews. Help companies negotitate best Group risk Rates for staff and help define benefits to employees. Personal review offered to individual clients to help plan for retirement, invest in short term, and protect families financially in the event of death. Group Pension/Group Risk Account Manager & Personal Financial PlannerManagement of Pension Schemes for Employer and Employees. Help employees plan for their retirement by risk assessement and personal financial reviews. Help companies negotitate best Group risk Rates for staff and help define benefits to employees. Personal review offered to individual clients to help plan for retirement, invest in short term, and protect families financially in the event of death.
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Financial Adviser
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Sep 2008 - Dec 2009
Advised and provided recommendations - Pensions, Life Assurance and Investments
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Mortgage Administrator
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Aug 2006 - Sep 2008
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Ulster Bank
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United Kingdom
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Banking
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700 & Above Employee
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Mortgage Officer
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Feb 2005 - Sep 2006
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Marketing Operations Executive
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Sep 2004 - Feb 2005
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Education
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2015 - 2015
University College Dublin
Masters, Finance -
2014 - 2015
FPSB Ireland
Certified Financial Planner, Financial Planning -
2013 - 2015
The Institute of Banking
Graduate Diploma in Financial Planning, Financial Planning -
2007 - 2008
Institute of Bankers
QFA Diploma, Finance -
2003 - 2004
UCD Michael Smurfit Graduate Business School
MBS, Management Information Systems -
2000 - 2003
University College Dublin
Bachelor of Arts (B.A.), Economics -
1997 - 2000
Blackrock College
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1989 - 1996
Awty International School
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2013 -
Institute of bankers
Certifed Financial Planner, For Completion in 2015
Community
