ABOUT US
DES WILSON FINANCIAL SERVICES
WHAT WE DO
Des Wilson Financial Services offers a complete Financial Planning service. We specialise in Pensions and www.pensionplan.ie was set up to create awareness and promote pensions as a means of providing you an income in retirement. We work primarily with self-employed individuals, professionals and directors of small companies. Financial Planning can be complex and the amount of information and paperwork can sometimes become overwhelming.
OUR APPROACH
We believe in goal based financial planning and will help you create a realistic retirement plan. It’s a long-term relationship and along the way we can help educate you on financial matters and review your plans to help you stay on track. We believe there should be mutual trust between the adviser and the client and that the client’s best interest will be to the foremost. By working with a financial planner and through regular contact the whole process can become simplified and even enjoyable.
A FINANCIAL PLANNER
Having access to a Financial Planner can help you through short-term market turbulence and keep you focused to reach your long-term goals. Managing money and investing can be stressful and people often make rash emotional decisions about their investments in times of stress. Impulsive decisions can have a negative impact on your savings and are usually done as a result of having no financial plan or any clear goals.
FINANCIAL CAREER
About Des:
Des set up Des Wilson Financial Services in 2014 to provide a personal and professional Financial Planning Service. With 25 years experience in Banking, Financial Planning and Business Development and having worked in AIB, Bank of Ireland, First Active and Irish Life I have gained a good insight into how the financial advice market works in Ireland and what works best for the client.
- 2014 – Present | DES WILSON FINANCIAL SERVICESManaging Director
- 2005 – 2014 IRISH LIFEIrish Life Business Development Manager
- 2003 to 2005 IRISH LIFEIrish Life – eCommerce Consultant
- 1997 to 2003 IRISH LIFEIrish Life – Senior Financial Planner
FINANCIAL QUALIFICATIONS
Qualifications
I hold the Qualified Financial Adviser designation (QFA), which is the standard qualification required by the Central Bank of Ireland. I’m also an Associate of the Irish Institute of Pension Managers. The Irish Institute of Pensions Management (IIPM) promotes professional standards amongst those working in the field of pensions. The associateship (AIIPM) is their advanced qualification in Pensions. I have also completed a Diploma in Financial Services and a Postgraduate Diploma in Digital Marketing.
- 2013 – BROKERAGE LEADERSHIP PROGRAMMEIRISH LIFE GROUP LEARNING AND DEVELOPMENT An Irish Life in-house programme where potential candidates undergo an internal selection process. It is delivered by a mix of internal and external industry experts with modules in Strategy & Organisation Behaviour, Economics, Marketing, Finance & Project Management.
- 2011 – ASSOCIATESHIP OF IRISH INSTITUTE OF PENSIONS MANAGEMENTIRISH INSTITUTE OF PENSIONS MANAGEMENT The Irish Institute of Pensions Management (IIPM) promotes professional standards amongst those working in the field of pensions. The Associateship (AIIPM) is an advanced qualification in International Pensions Practice, Governance & Compliance, and Pensions Management
- 2009 – MEMBERSHIP OF IRISH INSTITUTE OF PENSIONS MANAGEMENTIRISH INSTITUTE OF PENSIONS MANAGEMENT The Irish Institute of Pensions Management (IIPM) promotes professional standards amongst those working in the field of pensions. The Membership Qualification provides a basic knowledge on pensions and related issues.
- 1998 – QFA – QUALIFIED FINANCIAL ADVISORProfessional Diploma in Financial Advice The Professional Diploma in Financial Advice (QFA) is the recognised benchmark qualification for all those who work in the financial services industry.
- 1994 – POSTGRADUATE DIPLOMA IN FINANCIAL STUDIESFITZWILLIAM INSTITUTE The diploma is an introduction to the Financial Services System, instruments, financial markets and financial accounting.
FINANCIAL CAREER
About Des:
Des set up Des Wilson Financial Services in 2014 to provide a personal and professional Financial Planning Service. With 25 years experience in Banking, Financial Planning and Business Development and having worked in AIB, Bank of Ireland, First Active and Irish Life I have gained a good insight into how the financial advice market works in Ireland and what works best for the client.
- 2014 – Present | DES WILSON FINANCIAL SERVICESManaging Director
- 2005 – 2014 IRISH LIFEIrish Life Business Development Manager
- 2003 to 2005 IRISH LIFEIrish Life – eCommerce Consultant
- 1997 to 2003 IRISH LIFEIrish Life – Senior Financial Planner
FINANCIAL QUALIFICATIONS
Qualifications
I hold the Qualified Financial Adviser designation (QFA), which is the standard qualification required by the Central Bank of Ireland. I’m also an Associate of the Irish Institute of Pension Managers. The Irish Institute of Pensions Management (IIPM) promotes professional standards amongst those working in the field of pensions. The associateship (AIIPM) is their advanced qualification in Pensions. I have also completed a Diploma in Financial Services and a Postgraduate Diploma in Digital Marketing.
- 2013 – BROKERAGE LEADERSHIP PROGRAMMEIRISH LIFE GROUP LEARNING AND DEVELOPMENT An Irish Life in-house programme where potential candidates undergo an internal selection process. It is delivered by a mix of internal and external industry experts with modules in Strategy & Organisation Behaviour, Economics, Marketing, Finance & Project Management.
- 2011 – ASSOCIATESHIP OF IRISH INSTITUTE OF PENSIONS MANAGEMENTIRISH INSTITUTE OF PENSIONS MANAGEMENT The Irish Institute of Pensions Management (IIPM) promotes professional standards amongst those working in the field of pensions. The Associateship (AIIPM) is an advanced qualification in International Pensions Practice, Governance & Compliance, and Pensions Management
- 2009 – MEMBERSHIP OF IRISH INSTITUTE OF PENSIONS MANAGEMENTIRISH INSTITUTE OF PENSIONS MANAGEMENT The Irish Institute of Pensions Management (IIPM) promotes professional standards amongst those working in the field of pensions. The Membership Qualification provides a basic knowledge on pensions and related issues.
- 1998 – QFA – QUALIFIED FINANCIAL ADVISORProfessional Diploma in Financial Advice The Professional Diploma in Financial Advice (QFA) is the recognised benchmark qualification for all those who work in the financial services industry.
- 1994 – POSTGRADUATE DIPLOMA IN FINANCIAL STUDIESFITZWILLIAM INSTITUTE The diploma is an introduction to the Financial Services System, instruments, financial markets and financial accounting.
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01 4903237
Email Us
info@pensionplan.ie
Our Office
17 Rathfarnham Road, Dublin 6w