Liam Kelly

Liam Kelly

Certified Financial Planner - CFPᵀᴹ Chartered MCSI

After graduating from University College Dublin with a degree in Economics & Politics Liam spent several years working at Value Retail Plc as a Senior Business Analyst.

The reason why Liam decided to transition to become a financial planning professional was to help people. He spent the first 2 years at KFM working through the KFM development programme and has been awarded the Certified Financial Planner (CFPᵀᴹ) which is considered the global standard of excellence in financial planning. Furthermore, Liam has attained his statement of professional standing (SPS) as a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

He holds the CISI Level 7 Certificate in Advanced Financial Planning and Level 6 in Pension Transfers and Planning Advice, which represents Liam’s high level of technical ability, and skill which he can apply to produce effective financial plans.

Liam is passionate about understanding what our clients want to achieve in life and provides them with knowledge and guidance to help them make financial and life decisions with confidence. Liam uses his experience with technology and analytics to further enhance the quality and efficiency of advice KFM provides to its’ clients.

In his spare time, Liam enjoys skiing, rugby, tennis and spending quality time with family and friends.

Qualifications:

• Certified Financial Planner – CFPᵀᴹ
• Chartered Member of The CISI – Chartered MCSI
• CISI Level 7 Certificate in Advanced Financial Planning
• CISI Level 6 Certificate in Advanced Financial Planning
• CISI Level 6 Pension Transfer and Planning Advice Certificate
• LIBF Diploma for Financial Advisers (DipFA)
• BA (Hons) Economics & Politics
• LIBF Certificate in Mortgage Advice and Practice (CeMAP)
• Certificate in Business Analysis (QQI Level 8)