iQ Financial
At iQ Financial we have a broad product offering, covering the full range of lending, pension,
investment and...
Coman Brady
• Director of TIMC Ltd trading as iQ Financial
• Worked 17 years with AIB in various retail banking positions,...
Enda Brady
• Director of TIMC Ltd trading as iQ Financial
• Worked in Programme and Sales Management positions with Bank o...
What Services do we provide?
Financial Services Consultancy focusing on providing advice to self employed and
professional...
Why choose us?
Our experience and qualifications:
• Extensive experience in the Financial Services Industry with in depth ...
Our Approach
We work very hard to build trust with our clients through our independence, honesty and
effort. Confidentiali...
What we want to talk to you about today
• We would appreciate an opportunity to review your current circumstances and fina...
Warnings and Risk Factors
WARNING: This report may give some information in relation to current pension industry
views reg...
Next Steps
We at iQ Financial would love to hear from you.
We believe we have the expertise and links to other financial s...
iQ Financial Presentation for LinkedIn
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iQ Financial Presentation for LinkedIn

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Transcript of "iQ Financial Presentation for LinkedIn"

  1. 1. iQ Financial At iQ Financial we have a broad product offering, covering the full range of lending, pension, investment and protection products. Established in Sligo in 2005 by Enda and Coman Brady, we operate from offices at Quayside Shopping Centre, Quay Street. We are regulated by The Financial Regulator as: • Insurance / Reinsurance Intermediary • Investment Business • Investment Product Intermediary • Mortgage Intermediary iQ Financial has the expertise and network of connections in the Financial Services sector to provide you with the very best professional and independent financial advice. Our goal is to build a solid and trusting relationship with you, our client, through honesty and effort.
  2. 2. Coman Brady • Director of TIMC Ltd trading as iQ Financial • Worked 17 years with AIB in various retail banking positions, leaving in 2005 when head of retail and commercial business in Drogheda • A qualified Financial Adviser who actively undertakes continual professional development • Holder of Financial Services Diploma • Member of The Institute of Bankers • Graduate of The Advanced Management Programme of The Irish Management Institute
  3. 3. Enda Brady • Director of TIMC Ltd trading as iQ Financial • Worked in Programme and Sales Management positions with Bank of Ireland and ICS Building Society between 1997 and 2005. • A qualified Financial Adviser who actively undertakes continual professional development • Bachelor of Business Studies • Member of Life Insurance Association (LIA), Independent Mortgage Advisers Federation (IMAF), Sligo Chamber of Commerce and Business Network International (BNI) • Member of Society of Industry Leaders (Financial Services Panel) for Guidepoint Global Research, New York • Member of newly formed Financial Services Consultant Panel for Primary Global Research, New York
  4. 4. What Services do we provide? Financial Services Consultancy focusing on providing advice to self employed and professional clients on the following areas: • Pensions and Investments • Life and Illness Cover • Commercial and Residential Lending • Commercial Loan Consultancy - including negotiating with Banks • Personal Financial Reviews
  5. 5. Why choose us? Our experience and qualifications: • Extensive experience in the Financial Services Industry with in depth knowledge of Pensions, Investments, Life Assurance and Mortgages / Commercial Loans The quality of our advice: • We listen to our clients to ensure we understand their circumstances and financial priorities thoroughly so that we can tailor our advice accordingly. • We provide clear recommendations in writing to our clients Our partners: • Best in class Investment Managers, specialist tax, legal and pensions providers • Strong relationships with the best mainstream life and pensions companies and with many of the Banks Our investment matrix: • We continuously review investment products available in the market, we have a clear appreciation of the risk level of each product / fund which we advise prior to any investment. • Our matrix favours investment providers who are: - Financially strong - Have a good investment track record and investment expertise - Offer flexibility and a range of funds, and - Who provide quality information, first class service, and excellent technological capability together with knowledge of the current and future trends in the industry.
  6. 6. Our Approach We work very hard to build trust with our clients through our independence, honesty and effort. Confidentiality is essential. What we do over time builds trust. We have clients all over Ireland and our success will ultimately depend on being able to attract and retain our clients for the long haul. Our promise - We will: • Keep you up to date with all relevant developments in the Financial Services Industry • Meet you face to face as much as possible to clearly explain your options at that time • Only recommend products that we feel are suitable for you • Give a clear written recommendation • Keep proper accessible customer records • Ask you were you happy with the service • Give time to review your circumstances in future • Appreciate your business
  7. 7. What we want to talk to you about today • We would appreciate an opportunity to review your current circumstances and financial services products to see if we can provide products more suitable to your current circumstances, suggest improvements you could make in terms of your financial planning and provide better value for money for you. •To properly understand your circumstances and give you recommendations you will need to provide the following: →Current Statement of Affairs →Last 2 years accounts for your business →Last 2 years personal tax returns →Signed Authorities to review your existing arrangements •Discuss your personal and business objectives together with the type of services you require • Discuss any other financial query you may have
  8. 8. Warnings and Risk Factors WARNING: This report may give some information in relation to current pension industry views regarding the legal status of pension funds. Please note this information should not be relied upon. TIMC Ltd trading as iQ Financial is not a legal expert and separate legal advice should be taken. WARNING: TIMC Ltd. trading as iQ Financial is not a registered Tax Adviser and separate Tax Advice is recommended. WARNING: Pension investment plans are not government guaranteed WARNING: The value of your investment may go down as well as up WARNING: Past performance is not a reliable guide to future performance WARNING: Please note in relation to Financial Reviews/Loan Negotiation and other Services: The provision of this product or service does not require licensing, authorisation, or registration with the Financial Regulator and, as a result, it is not covered by the Financial Regulator’s requirements designed to protect consumers or by a statutory compensation scheme.
  9. 9. Next Steps We at iQ Financial would love to hear from you. We believe we have the expertise and links to other financial service professionals to make a difference in your life - financially speaking. A commitment to provide our clients with professional independent financial advice on all aspects of lending, pension, investment and protection products is the cornerstone of our business. Please feel free to contact us on 071 9155560 or 086 4192239 or by email: enda@iqf.ie
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