Caulfield Financial Ltd is a family company run by Aoife & James Caulfield. Aoife is the Executive Director (in an advisory role) of the company and James acts as a Non-Executive Director (non-advisory role). Together, they make a great team and are equally as hard working as each other. We have two daughters, Isabella & Lucy who are our entire universe and it is out of our love for them, Caulfield Financial was born. We believe in a good work-life balance, but we also teach our daughters that if you want something badly enough, it requires self-belief, hard work, dedication and commitment. Aoife has spent the last 17 years working in the Financial services industry and has now fulfilled her dream of opening up her own Financial Brokerage. We would hope that you would allow us to look after & work with you to be your Financial Planning services Broker.
Trusted & Experienced
Aoife began working in the Financial Services industry when she started one of her first full-time jobs as a Bank Official in the former Irish Permanent. She quickly developed a love for helping & advising her customers and she thrived on her role as Senior Customer Services Advisor. During her time in the Bank, which later became Permanent Tsb, she discovered that she had a flair for meeting customers on a one-to-one personal basis, and she began helping customers make their money work harder for them by advising on Investments and was promoted to Banc Assurance Co-ordinator by assisting the Financial Consultant. A vacancy arose in Irish Life, and Aoife applied for it, becoming the first woman in a Financial Consultants role within Irish Life in Counties Wexford, Waterford, Carlow, and Wicklow, where she spent 11 happy years working as a Personal Finance Planner, it was during these years she atttained her QFA & RPA qualifications. In April 2015, Aoife joined a Brokerage in Wexford Town where she spent 2 years adapting and learning the role of a Financial Services Broker, and how she was able to provide much more options available to her customers.
So in April 2017, Aoife decided that it was time to progress to running and managing her own business, so with the help & support of her husband James, they set up “Caulfield FInancial Ltd”. Together, we work very closely with our providers to ensure that our customers have the best choice and options available to them. They include: Zurich, New Ireland, Irish Life, Friends First, Standard Life, Aviva & Royal London. We are situated in in Barntown, a five minute drive from Wexford town. We have converted our Sunroom into a beautiful office to make our customers feel comfortable & secure in the privacy of our location. We can also provide ample parking which enables our customers to make visiting us very easy. We can also offer appointments in your own home or business, just let us know whichever you would prefer. We can also offer evening and weekend appointments. Aoife is now the only woman who manages and runs her own Financial Services Brokerage in Co. Wexford.