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Waterford man returns home to take up senior position
Waterford man Joe Smyth is returning to the City to take up a senior position at local firm Hooper Dolan Financial, having spent the past eight years working with Hibernian Life & Pensions/AIB Bank.
A Qualified Financial Advisor, with a Diploma in Pensions, Joe has amassed a wealth of experience providing bespoke investment, pension and financial solutions to businesses and mass affluent individuals in Co Wexford.
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His appointment as a Financial Services Consultant at Hooper Dolan Financial has presented Joe with a welcome opportunity to return to Waterford City.
Commenting on the appointment, John Smiles, Managing Director, Hooper Dolan Financial, said “We are delighted to welcome Joe to the firm. He will be a tremendous addition to the HDF team and he brings a range of skills and experience that will enhance those already available within our Waterford HQ”.
Waterford firm short listed for National Financial Awards
Waterford based Financial Services firm, Hooper Dolan Financial has been short listed for the prestigious National Money Mate and Investor Magazine Awards.
Finalists in the highly competitive “Life & Pensions Broker of the Year” Award category, which rewards excellence in client care, Hooper Dolan Financial is the only company based in the South East to be included on the shortlist. All other companies are based in Dublin or Cork.
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The winners will be announced at the Crowne Plaza Hotel, Dublin on Friday 28th March 2008, by RTE presenter Sharon Ni Bheolain and the event will be televised by City Channel.
According to the Award’s judging panel, comprised of leading lights of the Irish financial sector, the Awards “reward the leaders and pioneers of Ireland’s innovative and challenging financial services sector. This sector is crucial to our economy and our reputation. The Investor Magazine in association with Money Mate recognises the need to reward the excellence and innovation achieved within this sector”.
Formed in Waterford in 2000, Hooper Dolan Financial offers independent financial advice in Life & Pensions, Mortgages & Lending and Savings & Investments. Last year the company announced details of the expansion of its business with the opening of a new branch in Carlow town.
Business owners learn of peril of 'putting off' decisions about their pension
At a recent seminar held by local financial services firm Hooper Dolan Financial, Waterford Business Owners learned of the mistake of 'putting off' decisions about their
pension and of the opportunities available to them to create tax efficient wealth through pension funding.
Irish male life expectancy has increased to 75 years, with female life expectancy peaking at 80 years. Seminar attendees were asked to think about how they would fund their lifestyle for the 15 or 20 years following their retirement at 60 years?
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"We are all living longer and want our quality of life to be enhanced, or at least maintained, following retirement. Personal pension planning is an extremely tax efficient way for those who own their own businesses to fund their retirement. However, frequently we put off the decision to get our pension organised and are only prompted to do so by some trigger in life, like a change in circumstances" said John O'Byrne, Director, Hooper Dolan Financial, and keynote speaker at the seminar.
"This seminar was about outlining the benefits of being proactive about your pension and realising the opportunities available to make better use of your business' earning power" continued John.
The recent Wealth Creation seminar was the first in a series of invitation based Financial Planning seminars planned by Hooper Dolan Financial for the local Waterford business community. For further information on future dates and topics please contact John O'Byrne, Hooper Dolan Financial at 051 849111.
Winner of Inaugural Hooper Dolan Financial Graduate Excellence Award
Announced at W.I.T.
The winner of the
inaugural Hooper Dolan Financial Graduate Excellence Award
was announced at the recent Dean’s List Award Ceremony held
at W.I.T. Andrea McNamara from Clonmel, Tipperary, a Business
Studies graduate was chosen by the Institute’s School of Business
lecturers in recognition of her outstanding achievement during
her time at W.I.T.
Chosen from undergraduates from the School of Business’ eight undergraduate degrees, Andrea was presented with her specially commissioned commemorative sculpture, designed by local artist Pat Cunningham, and a significant cash prize.
The Graduate Excellence Award was developed by local financial services firm, Hooper Dolan Financial, in partnership with the School of Business at Waterford Institute of Technology. |
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The award has been designed to reward the
graduate who has both demonstrated academic excellence and made
a real contribution to the School of Business by displaying noteworthy
interpersonal and entrepreneurial skills or business acumen throughout
their degree.
Commenting on the announcement of the inaugural winner of the
Award, John Smiles, Managing Director, Hooper Dolan Financial
said ”We are delighted to reward Andrea for the excellence
she has displayed throughout her degree. Over the years we have
been exposed to the high calibre of Business students from W.I.T.
and have always been thoroughly impressed with their knowledge,
enthusiasm and commitment. I hope that this award will inspire
Andrea to continue to achieve great things throughout her career
and I wish her all the very best for the future”.
“This award, and others like it, rewards the exceptional
achievement and talent of Andrea and our other graduates. We are
very proud of this year’s School of Business graduates,
and would like to express our thanks to Hooper Dolan Financial
for their commitment to reward our graduates in this way”
said Dr. Tom O’Toole, Head of School of Business, W.I.T.
The South East's leading Financial Services Firm, Hooper Dolan
Financial has had a long relationship to date with the School
of Business, having been involved with the School’s Student
Work Placement Programmes for over seven years.
“Our company has been motivated to develop the Graduate Excellence Award in partnership with the School of Business by our desire to give something back to the Institute, which has supplied, not only our business, but a high number of other local businesses, with talented graduates” concluded John Smiles.
The award, a piece of sculpture designed by local artist Pat Cunningham, consists of three curved shapes set at intervals or ‘floating’ on a triangular spire. Speaking about his inspiration for the design of the award Pat Cunningham said “The shapes represent the three elements of the award - W.I.T., Hooper Dolan Financial and the winning Graduate and the association of excellence between all three. The use of the spire inspires the notions both of aiming high in the pursuit of Excellence and the ambition of each of the individual elements”.
Formed in Waterford in 2000 and based on Adelphi Quay, Hooper Dolan Financial offers independent financial advice in Mortgages & Lending, Life & Pensions and Savings & Investments. The company recently announced the expansion of their business with the opening of a new branch in Carlow town.
Local Company Expands into New Markets
Waterford based company Hooper Dolan Financial, one of the South
East’s leading Investment Business Firms, has opened a new division
in Carlow town. The new division will offer Mortgage and Commercial
Lending services to Carlow’s rapidly growing population base and
burgeoning SME sector.
The 2006 Census reported Carlow’s population had grown by almost
10% in the previous five years, by far the greatest population growth
for a county in the South East region.
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The new division is being headed up by Hooper
Dolan Financial’s Helena Loughnane. Tasked with developing the company’s
Mortgage & Commercial Lending business in Carlow, she brings over
10 years experience in Financial Services to the role, including
tenures with EBS and ACC Bank.
Commenting on the significance of the opening of the new division,
John Smiles, Managing Director, Hooper Dolan Financial said “We
are delighted to have opened this new division in Carlow and believe
we have the right people, location and services in place to cater
for the Carlow market. While Waterford will always be our home,
our rapidly expanding business has necessitated our entry into other
markets.”
Formed in 2000, Hooper Dolan Financial offers independent financial
advice in Mortgages & Lending, Life & Pensions and Savings & Investments.
Going from strength to strength over the last seven years, we opened a branch in Carlow in 2007. Hooper Dolan Financial now employ 18 people across our network of offices.
Please call us on 051 849111 or email
us for a free financial review or to learn more about
a specific service |
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