Ronan Kelly

Ronan Kelly

Certified Financial Planner - CFPᵀᴹ Chartered MCSI

Ronan has attained excellent credentials over the years, obtaining a Bachelor of Science (BSc) in Structural Engineering with Architecture; and later a Masters in Engineering (ME) with Business from University College Dublin, Ireland.

Ronan worked for a period as a Junior Structural Engineer with Garland Consulting Engineers, Dublin, and later for Ernst and Young (EY), Dublin, within the Research and Development (R&D) tax team.

Ronan’s transferrable and innovative problem-solving skills have been an excellent addition to the KFM team. He holds his CISI Level 7 Certificate in Advanced Financial Planning and  Level 6 in Pension Transfers and Planning Advice, which represents Ronan’s high level of technical ability, and skill which he can apply to produce effective financial plans. Furthermore, he has attained his statement of professional standing (SPS) as a member of the CISI.

Ronan recently fulfilled his ambition of becoming a Certified Financial Planner (CFPᵀᴹ ) which is considered the global standard of excellence in financial planning.

Ronan plays an active role in servicing KFM’s clients, creating financial plans and cash flow models, with a big picture focus in ensuring our clients’ goals and aspirations are at the heart of the work we do.

Outside work, Ronan enjoys CrossFit, skiing, playing golf, rugby, keeping fit and catching up with 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)
• ME (Hons) – Masters in Engineering with Business
• BSc (Hons) – Structural Engineering with Architecture