THE private
client team

Stephen doyle
Chief Executive

Stephen Doyle has 30 years experience advising clients on investment, retirement planning and insurance protection. He is well known in the Financial Services industry and worked at a number of institutions before establishing Doyle Pension & Insurance Management in 1993. Stephen has extensive expertise in Private Client and Staff Pension Scheme consulting, and specialises in providing broadly based financial planning advice.

He was educated at Blackrock College and Trinity College Dublin. Stephen is also a Qualified Financial Advisor and an Associate of the Irish Institute of Pension Managers. He has a Masters degree in Business Management from Trinity College Dublin.

rose Stakelum
client servicing & administration Manager

Rose is a client servicing & administration manager and has more than eight years experience in the Financial Services industry.  She is a Qualified Financial Advisor and holds a Bachelors Degree in Business Studies (Economics and Finance).  She also holds the Pensions Diploma qualification from the Life Insurance Association.

Rose prides herself on the personal service which she provides to our clients and won the Administrator of the Year Award at the Irish Brokers Association in 2011.

Katerina Vavoulidou
Research & Analysis Manager

Katerina manages our Research & Analysis service and has more than twelve years experience in the Financial Services industry.  She is a Qualified Financial Advisor and holds a diploma in Business Studies. 

Katerina recently completed a certificate in Fraud Prevention and Personnel Practice.  She has excellent industry knowledge and particular expertise in the analysis of all types of financial planning arrangements.  She liaises closely with the financial institutions on an ongoing basis, and prepares the detailed Reports which allow our clients to make appropriate financial planning decisions.  Katerina is personally responsible for the high quality of these Reports which are much complimented by our clients.

testimonialS

Doyle Pension & Insurance Management provide a service that involves the nitty gritty analysis and review that other pension Advisors presumably find too labour intensive for the levels of fees involved. This analysis is presented in an easy to understand Report that is then clarified with professional advice and relevant suggestions.

As a Financial Controller, I have encountered endless Advisors offering various pension products. I have also endured an enormous number of polished presentations that fail to deliver on detail and client specific structuring. Doyle Pension provide independent advice that specifically suits both our business and our employee’s personal requirements.

If we had discovered the Doyle Pension services earlier, I believe we would have saved substantially in fees on associated investments.

HDS Energy Ltd
Jason McCarthy - Financial Controller

what makes us different?

We are confident that the experience and professional expertise of the Doyle Pension team will give you clarity about your financial arrangements now and for the future. We provide a truly integrated approach to long term personal financial planning.

CLIENT TESTIMONIALS

Our reputation for prioritising client needs and focussing on customer value, has generated a long list of existing clients who have used our financial management services over many years.

  • Irish Association of Pension Funds
  • Irish Institute of Pensions Management
  • LIA - The Professional Association for Financial Services in Ireland
  • Irish Brokers Association
  • Professional Insurance Brokers Association
Doyle Pension & Insurance Management Ltd. is regulated by the Central Bank of Ireland