Ciaran Preshur

CISI Masters in Wealth Management, LIBF Diploma in Advanced Financial Advice

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times. My work to date has been primarily with business owners, helping them with tax-efficient profit extraction and long term retirement planning. Equally, I've found that many individuals will not have a clear strategy for retirement and work should be done to evaluate their current pension provision and how capable it is to meet future needs. 

About

After almost ten years with Cunningham Coates in Belfast, I left as an Associate Director to form my own Practice with St. James's Place. During this time, I completed the Chartered Institute for Securities and Investment (CISI) Masters in Wealth Management qualification and more recently the London Institute of Banking and Finance (LIBF) Diploma in Advanced Financial Advice.

Outside of work, I am married to Jacqueline and we have three kids. I am also a keen golfer and member of Loughgall Golf Club

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.