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Alan Murtagh
Founding Partner @Sure Financial
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WORK HISTORY
Founding Partner @Sure Financial
IE
Co-Founded Sure Financial Ltd (Previously The Insurance Junction Ltd) and many of my core beliefs built over my career were to be brought about through this company. I consistently develop myself professionally, having completing a BA in Accounting & Finance in 2012 & earned the Central Bank Designation of QFA - Qualified Financial Adviser,LCOI Diploma in Compliance.as of 2022 I\'m now qualified as a Certified Financial Planner CFPIn 2013 we rebranded the company as Irish Insurance and moved to Blanchardstown. This was due to an increasing client base and a growing team of advisors. As a specialist in Pensions ( retirement planning) as well as Investments and Protection, I help clients in relation to financial planning. Starting with the protection needs of a client moving towards their present day needs all the way to retirement planning when they enter the later stages of their life. Core Principles- Constant Education & Professional Development- Holistic Financial Advice taking into consideration a client’s personal & financial circumstances- Analytical Methodology to compare financial products in the marketplaceCore Product Specialties- Pensions: Defined Benefit Schemes, Defined Contribution Schemes, Personal Retirement Bonds, Personal Pension Plans & PRSA’s- Retirement Vehicles: ARF’s, AMF’s & Annuities- Investment Instruments: Unit Linked Savings Plans & Investment Bonds- Protection Products: Mortgage Protection, Term Assurances, Whole of Life Policies, Specified Serious Illness & Personal Income ProtectionRetirement Planning Skills- Client Risk Profile Analysis- Comparing Complex Fee Structures- Calculation of Using Present Value of Investment with Future expected Returns- Due Diligence in investigating Pension Scheme Benefits- Aligning Goals of Clients with their investment strategy- Match Funds to a predetermined Investment Strategy- Finding a balance between Expected Returns & Risk Based Adopted Approach’s
EDUCATION
Dublin Business School
BA Accounting & Finance
University College Dublin
Qualified Financial Advisor (QFA) LIA
Naas CBS
Leaving Cert
Dublin City University
The Association of Compliance Officers of Ireland (ACOI)
University College Dublin
Retirement Planning Advisor RPA
ABOUT ALAN MURTAGH
Shortlisted for the Broker Awards 2018 * As a founding partner of Irish Insurance I advise clients regarding their financial protection & retirement planning needs in order to maximise their financial objectives. Specialising in Life & Pension planning, I am a fully qualified financial adviser holding the QFA designation through the Life Insurance Association as well as The RPA designation & hold the LCOI designation through the Compliance Officers of Ireland. Financial Products & Areas of Specialty include- Occupational Pension Schemes - Buyout Bonds & Personal Retirement Bonds - Personal Pension Plans - PRSA\'s - Mortgage Protection - Life Protection - Income Protection If you need any assistance regarding your financial planning needs, please feel no hesitation in contacting me. Many Thanks, Alan Murtagh Director of Irish Insurance
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