Ciaran Joseph Casey
DipFA, CeMAP
I joined Financial Services in 2012 from the Logistics industry having felt I wasn't reaching my potential. I wanted to get into an industry whereby I could help people to achieve what they wanted to during their various stages of life.
About
Having now spent almost 10 years in Financial Services, my aim is to help and navigate my clients to achieve their financial goals by creating a bespoke financial plan that works for them to give them financial peace of mind. I have clients right the way through a life span that I assist - from investment planning for new borns, first-time buyers, clients wishing to move house, helping my clients retire earlier, managing clients through retirement to helping with Inheritance taxes.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 09/05/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
