TAB Financial Services Ltd
Neil Brooks – QFA, LIAP – Director of TAB Financial Services Ltd
Neil is a Qualified Financial Advisor and a Pensions Diploma holder from the LIA. He specialises in the area of retirement planning, wealth management, protection and Inheritance Tax planning.
Neil has over 20 years’ experience in all aspects of financial planning in Ireland and has been a Director of TAB Financial Services Ltd since 2002.
Contact
TAB Financial Services Ltd,
34 Fitzwilliam Place,
Dublin 2
Tel: +353 1 676 8633
Fax: +353 1 676 6576
E-mail: neil@tab.ie
Ross Ingram – IATI, QFA – Director of TAB Financial Services Ltd
Ross has 20 years’ experience in the financial services industry beginning his career with Cornmarket Financial Services Group. Now with TAB Financial Services for over 15 years and a Director of the firm, Ross provides a detailed financial planning process to his clients, giving both practical and advice based solutions to all areas of pension, wealth management, life assurance and protection.
Ross holds a qualification and is a member of the Accounting Technicians of Ireland whilst also a member of the Insurance Institute of Ireland and LIA holding a diploma as a Qualified Financial Advisor.
Contact
TAB Financial Services Ltd,
34 Fitzwilliam Place,
Dublin 2
Tel: +353 1 676 8633
Fax: +353 1 676 6576
E-mail: ross@tab.ie
Jane Topkin – QFA, BA
Jane is a native Estonian living in Ireland since 2004. She is a Public Administration graduate from Tallinn University of Technology and a Qualified Financial Advisor with TAB Financial Services Ltd. Jane is in charge of client management, compliance, office administration and advising of clients from time to time on specific life insurance, pension and mortgage matters.
Jane is a member of LIA and also holds a University Diploma in Financial Services and a Professional Diploma in Management in Financial Services from LIA. Jane joined TAB Financial Services Ltd in August 2006.
Contact
TAB Financial Services Ltd,
34 Fitzwilliam Place,
Dublin 2
Tel: +353 1 676 8633
Fax: +353 1 676 6576
E-mail: jane@tab.ie
Sean Brooks – Certified Financial Planner (CFP®) – ACA, QFA, RPA, BComm
Sean joined TAB in 2019 and specialises in all areas of financial planning. He advises clients on pensions, investments and life assurance.
Prior to joining TAB Sean worked in Ernst & Young (EY) advisory services as well as Commonwealth Bank and AMP Capital in Australia.
Sean graduated from BComm in UCD in 2014. Since then he has qualified as a Certified Financial Planner (CFP®) and Associate Chartered Accountant (ACA). Sean also holds qualifications as a Qualified Financial Advisor (QFA), Retirement Planning Advisor (RPA) and Graduate Diploma in Financial Planning.
In 2022 Sean was awarded the Presidents Medal for achieving first place in the Graduate Diploma in Financial Planning from the Institute of Banking and UCD.
Contact
TAB Financial Services Ltd,
34 Fitzwilliam Place,
Dublin 2
Tel: +353 1 676 8633
Fax: +353 1 676 6576
E-mail: sean@tab.ie