- Knocknacarra, Galway City
- 087 648 6081
FINANCIAL, TRAINING & CONSULTING
Get the right financial plan to make your future income last a lifetime.
We focus on advice - not products!
Make your Financial life your Best life
Arrange a Call
Call : 087 648 6081
25+
YEARS OF EXPERIENCE
WHAT WE DO
Mission Statement
At Caron Training and Consulting Ltd our mission is to empower clients with trusted, personalised financial solutions that help them achieve their goals with confidence.
- Financial Consulting
- Management
- Financial Analysis
We combine expert guidance, innovative strategies, and unwavering integrity to deliver exceptional brokerage services tailored to each client’s unique needs. By fostering long-term relationships built on transparency, education, and results, we strive to be the premier partner in our clients’ financial success.
OUR SERVICES
Our Role as your Financial Advisor
As financial advisors our role is helping individuals and families achieve financial security and long-term goals. We do this through expert guidance on budgeting, investing, retirement planning, tax strategies, and risk management, whilst ensuring our clients make informed decisions.
The emphasis is on personalised financial planning where we assess a client’s unique situation—income, expenses, debts, and aspirations — to create a tailored strategy.
This helps our clients optimise savings, reduce unnecessary spending, and build wealth efficiently.
Another critical role is investment management where we advise our clients on market risks and opportunities, aligning investments with their risk tolerance and time horizon. This prevents emotional decision-making during market volatility, leading to better long-term returns.
For retirement, we as advisors develop structured plans, estimating future needs and recommending appropriate pension products. Part of this exercise is ensuring maximum tax efficiency, and minimising liabilities through careful planning and strategies.
As financial advisors we believe that it is imperative that we provide risk protection, to ensure our clients have adequate insurance (life, health, disability) to safeguard against unexpected events.
Ultimately, our ambition as financial advisors is to empower our clients with knowledge and discipline, reducing stress and enhancing financial well-being. Our function is through our experience/expertise is to turn complex financial challenges into actionable steps thus helping people secure their futures with confidence.
FINANCE SIMPLIFIED
Our Working Process
We will guide you on how to manage your money through the creation and management of a financial plan to match your financial criteria and help you stay on track.
01
Listen
02
Analyze
03
Collaborate
04
Advise
05
Guide
INVESTMENT MANAGEMENT
Our professional handling of assets and securities to achieve specific financial goals through strategic portfolio planning, analysis, and ongoing monitoring.
FINANCIAL PLANNING
Our process of setting goals, assessing resources, and creating a strategic roadmap to manage income, expenses, and investments for long-term financial stability and growth.
TAX STRATEGIES
This strategy involves legally planning and structuring finances to minimise tax liability, maximise deductions, and optimize cash flow.
SIMPLIFY
We use a simple five-step process
Understanding your individual financial circumstances, financial goals and dreams and your views on investment are critical to creating the right financial plan for you. We combine our industry renowned expertise, state-of-the-art leading analysis technology and global partner connections with Simplify – our 5 step process to create the best financial plan for you.
OUR TEAM MEMBER
Our Experienced Team
We specialise in Retirement Planning, Investments, Business and Family
Protection. These services are offered on a business-to-business basis for clients of Accountancy practices as well as personal clients.
James Caron
Linda Caron
SPEAK TO OUR ADVISORS
Simplify your financial future
We combine our industry renowned expertise, state-of-the-art leading analysis technology and global partner connections with Simplify – our 5 step process to create the best financial plan for you.
Arrange a call today
CONTACT US DIRECTLY
Call : 087 648 6081
CUSTOMER TESTIMONIALS
Read the Reviews
Here’s what our customers are saying about their experience with our products and services.
“Working with James was a game-changer for my finances. His expert guidance has helped me grow my pension investments and secure my future. Highly recommend”
Timmy M
CLIENT
“Thanks to James, I finally have a clear financial plan. His personalized
approach made all the difference!”
Samantha K.
CLIENT
“From family protection to retirement planning, James provided the tools and
confidence I needed. Exceptional service!”
Derek B.
CLIENT
Our Trusted Partners
INDUSTRY NEWS & REPORTS
Our Latest Blog
Keep up to date with all the latest news, updates and reports from the financial sector, and how it will impact you directly.