Ivor has over 20 years’ experience in the financial services industry. Prior to starting Prudent Financial, he worked with Independent Financial Consultants (IFC) from 2006 to 2017, where he was the co-owner and director of the company.
Ivor has received the Qualified Financial Advisor (QFA) diploma. This is a gold-standard professional designation in financial advice for those working in Irish banking and financial services. It is an essential qualification for a financial advisor. He has also studied at the Dublin Institute of Technology (DIT) with a diploma in marketing. From there, he went on to study at Maynooth University and received a certificate in Training and Continuous Education. He has also lectured in various Insurance related courses throughout many universities.
Before working in Prudent Financial and IFC, Ivor completed his employment as an Intermediary Relationship Consultant with Canada Life in 1998 before moving to Friends First in a similar role until 2002. He then assisted in the establishment of Robertson Low Private Wealth Management and was involved in establishing the business core, developing the client base and increasing revenues.
Prudent Financial is a progressive and broad based financial advice company. With over 20 years industry experience, our clients are provided with a range of balanced advice which reflects their needs both now and into the future as their life stages progress.
As business owners, we offer advice almost exclusively to fellow business owners. We know the challenges involved and the need of flexibility and choice. We impart this into our plans for our clients to enable everyone involved make prudent decisions.