Thomond Asset Management was founded by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.
Thomond Asset Management was founded by Neal Kelly, Tom Fitzgerald and David O’Neill with the aim of providing distinctively high quality wealth management.
Our vision is to protect clients, their families and businesses, while helping to preserve and enhance their wealth, by building a strong relationship based on honesty, integrity and openness. Through our range of services, we work with our clients to provide them with the advice and guidance they need to achieve their financial aspirations.
Our service is built around comprehensive financial planning and sound investment principles. By exploring goals and objectives we deliver a tailored financial strategy to meet our clients’ needs.
Step 1: Discovery Meeting
Once you decide to proceed with our services, our first meeting typically involves a ‘fact finding’ exercise. The main purpose of this meeting will be to obtain as much information as possible relating to your financial circumstances and objectives. Therefore, it would be advised you bring along details of any policies, schemes, investments, mortgages, financial outgoings, wills and trusts that you have.
Step 2: Research Analysis
Where necessary, we will forward your letter of authority to your product providers. The additional details issued by the provider will be analysed with the information gathered at the discovery meeting. We may at times need to refer back to you for further information.
The next stage will involve us preparing a personal financial planning report setting out our professional recommendations, explaining why and how they will help to achieve your objectives.
Step 3: Recommendation & Implementation
From here we will present our recommendations and proposed course of action to enable you to achieve your financial goals. On acceptance, the next stage is to implement the plan.
We will assist you in completing the paperwork and monitor your application through to completion, while making sure you receive any necessary documentation and information.
Step 4: Reviews
The final stage is monitoring your financial plan and reviewing it at regular intervals. This allows us to make any necessary adjustments and ensures that you are progressing towards reaching your goals.
