Ciaran Burks Ifa
Independent Financial Planner @Dgs Chartered Financial Planners
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WORK HISTORY
Independent Financial Planner @Dgs Chartered Financial Planners
St Albans, GB
Ciaran is an Independent Financial Planner working with DGS Chartered Financial Planners – an award winning, 26-year-old firm (and counting!) serving Families, Individuals and Business Owners. He serves clients by understanding (and helping them define) their financial goals and building them a Financial Plan to achieve these goals. Ciaran tailors each plan, but the main areas of advice/service typically include (in brackets typical questions clients have)- Cashflow Modelling (“how much will I need in retirement?”)- Protection (“Do I need additional insurance? In what areas?”)- Investment management (“How can I make my money work harder for me?”)- Retirement Planning (“Is my pension in the right place?”)- Estate Planning (“How can I leave a legacy for my children / charity of choice?”)- Implementation of the above (“What concrete steps do I need to take to implement these recommendations?”)
EDUCATION
The Chartered Institute for Securities & Investment (The CISI)
CISI Level 4 Investment Advice Diploma (IAD), Financial Planning and Services
University of Pretoria
Masters, International Relations
University of Pretoria
BSocSci(PPE), Politics, Philosophy, Economics
University of the Witwatersrand
BCom(Honors) , Economics
The Chartered Institute for Securities & Investment (The CISI)
CISI Level 6 Certificate in Advanced Financial Planning, Financial Planning and Services
ABOUT CIARAN BURKS IFA
I specialise in managing Pension portfolios for high earners and helping them pay less in…
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