Ronan Twohig

I have recently joined GANNON OFFICE SOLUTIONS, Celbridge, Co. Kildare, as Business Development Director. Please visit our website www.gannonoffice.ie I have spent in excess of 35 years in Financial Services in many roles. The last 25 years was spent working with both Bank Of Ireland and AIB Bank in the Wealth Management Sections of both banks. I held senior management roles working with Financial Planning Consultants and in the last three years before joining House Of Finance I held the position of Senior Manager of Single Premium Investment in AIB. We find that our clients enjoy the outcomes when they engage with our Wealth Management and Protection Service which helps produce simplicity from the complexity of financial planning Our Wealth Management & Protection Service assists the client’s plan for the lifestyle they want in a tax efficient manner. By using State Of The Art Technology it supports us to help answer some of life’s bigger questions. At our initial meeting we gather some of the clients’ information such as • Income • Expenditure • Assets • Liabilities we then create a clear visual picture of the client’s current financial position which is very comprehensive. To provide the client with a picture of what their financial future may look like we discuss: • Goals & Objectives. • Life events - Retirement, Marriage, Children, Grand Children, College, Holiday Home etc. We are able to then model what the financial picture may look like in future years by using our financial forecasting plan for life’s changing circumstances, both the planned and unplanned We look at “what if scenarios” that are important to the client such as: • What if the client retires at age 55? • What if the clients becomes ill and is unable to work? This visual picture allows us to show the client a real-time financial masterplan which is tailored to their objectives and goals.