Ray O'Rourke
Easy Steps Financial
Area of Expertise:
Verified Since: January 2019
I am the Managing Director of Easy Steps Financial Advice Ltd t/a Easy Steps Financial and it is our aim to provide our clients with appropriate financial solutions, tailored to suit their everchanging individual needs.
I feel honesty, integrity and ethics are fundamental to any client focused business.
I will listen to your ambitions and expectations, your dreams are our goals.
I have over of twenty year’s work experience in Financial Services and in that time, I have established a valued client base.
As a Qualified Financial Advisor, as a member of the Life Insurance Association of Ireland (LIA), I am required to engage in continuous professional development which ensures, that I am up to date with current Financial Products, Compliance and Revenue implications.
The whole essence of my role as a Qualified Financial Advisor, is to ascertain what are the financial needs of our client’s and to endeavour to provide them with appropriate financial solutions.
I am in the position to do this, through taking the time to listen and ask the necessary questions that assist me with my recommendations.
I have previously worked for Zurich Life Assurance as a Senior Financial Consultant in their Private Clients Department for over 15 years and prior to that, I worked as a Personal Financial Advisor with Irish Life for 5 years, dealing with both private and corporate clients.
Easy Steps Financial is a financial broker, we feel honesty, integrity and common sense is at the heart of all sound financial advice.
We listen to your ambitions and expectations, we endeavour to offer financial solutions that align your financial needs in this everchanging world.
We pride ourselves in walking with you one step at a time, every step of the way.
Our most important assets are our clients and we value your financial dreams and aspirations.
It is vital to us, that our clients do not simply buy financial products but invest in solutions that are appropriate to their individual needs.
We respect and value your financial requirements, which we will treat with care, confidence and consideration.