All you need to know about
Roisin

CLIENT AND INTERNAL RELATIONS MANAGER

Roisin Loughrey

I have been working in the financial service industry for the last eight years. After university I completed a graduate program with one of the big four banks in Ireland. As part of my role, I continued my studies further and qualified as an Applied Product Adviser in Life Insurance. I have been working in the finance industry for the last six years beginning on the product side, then moving to a training and education role and more recently into financial planning. I started a role with Evalesco in 2021 as a Personal Financial Concierge looking after financial planning and corporate super clients. I was promoted to Client and Internal Relations Manager which involves maintaining strong client relationships and working with key members in the business to ensure that we can provide the best level of service for our clients.

What Healthy, Wealthy and Happy means to you?

Healthy, Wealthy and Happy for me is being surrounded by good people and having the financial security to live a life that I love.

Qualifications

• Bachelor of Communications

Memberships, accreditations and associations

• Association of Financial Advisers Support Membership

“I am very happy with going on the journey of taking control of our wealth for later in life and being on the journey with Evalesco. "
"I feel that I can be completely honest in talking about my financial needs "