Financial Services Specialist
BBA
Tom Moroney is a Financial Services Specialist at Wellesley, working on the pension side of the business. He conducts portfolio valuations for clients and liaises with life companies to secure terms that meet client objectives. He also assists in preparing recommendation reports, supporting clients with setting up and topping up their pensions. Tom holds a Bachelor of Business Administration (BBA) degree from the University of Limerick and is currently working towards his Qualified Financial Adviser (QFA) qualification.