Personal Financial Services

Casey Stephenson Accountants work in association with Maven Financial Planning.  Maven are authorised to provide independent financial advice in relation to a wide range of investment & protection products.

Through this association Casey Stephenson and Maven Financial Planning can provide an extended platform of offering and service in the areas of:

  • Wealth Management
  • Tax Planning
  • Investments
  • Savings and Protection

 

Maven consultant, Gemma O Brien , is based at our office.

Gemma works as a Financial Advisor and has over 13 years’ experience in the Financial Services Industry. Prior to working at Maven Financial Planning  Gemma worked as a Mortgage Advisor in Michael O’Mahony Financial Services in Galway. Gemma has extensive experience catering to the financial planning needs of SME’s, Sole Traders, Family, Corporate and Medical Professionals.

 Gemma is a Qualified Financial Advisor and holds an honours degree in Business Studies and a Graduate Diploma in Computing from the University of Limerick and is a member of the Life Insurance Association.

Gemma focuses on family well-being and long-term wealth with the creation of financial plans aligned with client’s goals, examples would be protecting family against the financial consequences of premature death or illness, planning for future financial independence (i.e. retirement) and estate planning.

Should you wish to contact Gemma please email: gobrien@mavenfinancial.ie

www.mavenfinancial.ie