Brian Mc Donnell
About Brian Mc Donnell
Brian Mc Donnell serves as the Field Sales Manager and Equity Release Adviser at Age Partnership, where he emphasizes a client-first approach. He holds several financial qualifications, including the CII Financial Planning Certificate and the IFS Level 4 Diploma in Financial Advice.
Work at Age Partnership
Brian Mc Donnell has been employed at Age Partnership since 2016, serving as a Field Sales Manager and Equity Release Adviser. In this role, he emphasizes the importance of client-centric service within his department. He describes the culture at Age Partnership as first class and supportive, indicating a positive work environment that fosters collaboration and professional growth.
Education and Expertise
Brian Mc Donnell holds several qualifications that demonstrate his expertise in financial services. He earned the CII Financial Planning Certificate, indicating proficiency in financial planning. Additionally, he completed the CII Pensions & Retirement Planning qualification, showcasing his knowledge in retirement planning. He also holds an IFS Level 4 Diploma in Financial Advice, which reflects his advanced understanding of financial advisory practices.
Background in Financial Services
Brian's career in financial services began at First Trust Bank, where he worked as a Customer Service Bank Official from 1998 to 2002. He then transitioned to Millfield Partnership as a Mortgage & Protection Adviser from 2002 to 2004. After that, he served as a Client Relationship Manager at Banco Santander for a brief period in 2011. His diverse experience has contributed to his current role at Age Partnership.
Certifications and Specializations
Brian Mc Donnell has obtained several certifications that highlight his specialization in financial advisory services. He achieved the IFS Certificate in Regulated Equity Release, which underscores his expertise in equity release advice. Additionally, he holds the IFS Certificate in Mortgage Advice & Practice, reflecting his skills in mortgage advisory services. These qualifications support his role in providing informed financial guidance.