About Us
Lucas Financial Consulting Ltd was established by John Lucas who has over 15 years experience in insurance and financial services. Lucas Financial Consulting Ltd are different because they firmly believe a more Robust and Scientific approach needs to be taken when it comes to Financial Planning,
At the heart of our business model is the need to move away from a “one shoe fits all” approach to financial advice. Matching our clients risk profile with a customised and efficient plan is the cornerstone of our business.
John Lucas QFA LIAP (dip)
Prior to setting up Lucas Financial Consulting 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 past Regional Chairman for the LIA (The Professional Body responsible for educating Financial Advisers in Ireland). John is married with 4 children living near Carrickmacross in Co. Monaghan.
James Caron QFA FLIA (dip)
James has 24 years’ experience in Financial Services, during which time he spent 8 years with Standard Life, latterly as Pensions Development Manager, moving to Ulster Bank Wealth in 2007 as Associate Director. He joined Bank of Ireland Life in Galway 2010 where he was Pensions Manager for the West and Northwest/Midlands regions.
In addition to holding the QFA FLIA, James is a Bachelor of Law (BA, LLB) and holds the Irish Institute of Pensions Management’s Membership qualification (MIIPM). He is a member of LIA’s Board of Directors. James is married with one child and lives in Galway City.
Gerry Stokes QFA LIAP (dip)
Gerry has over 31 years experience working in the Financial Services Indusrty in Ireland. Prior to joining Lucas Financial Consulting Ltd Gerry worked with the Bank of Ireland Group. He 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.
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. Gerry is married with 3 children and lives in Garraun, Lisnagry in Limerick.
Peace of Mind
- Lucas Financial Consulting Ltd is regulated by the Central Bank of Ireland.
- Lucas Financial Consulting is a member of PIBA.
- Lucas Financial Consulting Ltd. carries Professional Indemnity Insurance.
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