Our focus is to give you expert financial advice
Our expert team are industry leaders
Overview - How We Work
We pride ourselves on our technical ability. We are unique in the level that we have invested in the best and most up to date analysis software. This is the key to aligning each of our customers with the right financial plan so they can achieve their financial goals and dreams.
We care about our customers. Our approach is holistic and specific to each individual and we really do go the extra mile.
Jackie has been working in the industry for 22 years.
She has a background managing large client banks with her previous employers and brings this expertise to the more boutique offering in Lucas Financial Consulting Ltd.
Jackie’s organisational skills and commitment to excellence are an invaluable cog in the Lucas Financial Consulting wheel.
Jackie manages the day to day offices from the head office in Carrickmacross Co. Monaghan.
QFA LIAP (Dip)
Gerry has over 30 years experience working in the Financial Services Industry in Ireland. Prior to joining Lucas Financial Consulting Ltd Gerry worked with the Bank of Ireland Group.
Gerry has worked in various functions including 10 years in Computer Operations in Cabinteely, 8 years in Branch Banking, and more recently 13 years in financial planning with the last 4 specializing in the Corporate pensions market.
Based in the Limerick Office, Gerry brings a steady head, critical eye for detail and a passion for the study of human investment behaviour.
Gerry is a Qualified Financial Advisor, holds a Pensions Diploma, a Henley Management Diploma from the Irish Management Institute, and a Financial Services Diploma from the Institute of Bankers in Ireland.
BA LLB QFA FLIA (dip)
James Caron has 30 years experience in Financial Services during which time he has held the position of Pensions Development Manager with Standard Life and was also an Associate Director of Ulster Bank Wealth. In August 2012 James joined Lucas Financial Consulting Ltd.
Based predominantly in the Galway Office, James’ Pension expertise is industry renowned. James brings innovative solutions to complex problems with alarming ease and regularity.
James holds the QFA, FLIA, RPA & PTP qualifications from LIA. He also holds the Irish Institute of
Pensions Management’s Membership qualification (MIIPM) and the Association of Compliance
Officer’s qualification, LCOI.
QFA FLIA (dip)
Based in the Monaghan office , John embraces the ever changing new technology and strives to
implement new ideas into the business for the benefits of the clients.
John takes great pride in ensuring that the client is always at the centre of their financial wealth plan.
Prior to setting up Lucas Financial Consulting Ltd, John worked with Standard Life Assurance Company for 10 years as a Broker Consultant. He has a wealth of experience and knowledge in Pensions & Investments.
John is a Qualified Financial Adviser (QFA), and holds a Diploma in Pension and Taxation (LIAP dip).
He is also a former Regional Chairman for the LIA (The Professional Body responsible for educating Financial Advisers in Ireland).