Caron Training Consulting

About Us

BACKGROUND

James Caron

James Caron, BA, LLB, has over 25 years’ experience in Financial Services, during which time he has

held the position of Pensions Development Manager with Standard Life and was also an Associate

Director of Ulster Bank Wealth. From August 2012 to July 2025 James had been part of Lucas

Financial Consulting Ltd who 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 has now set up his own finacial services brokerage operating through Caron Training and

Consulting Ltd. This company in the past had provided specialist training in amongst other areas the

fields of Data Protection, GDPR and Financial Crime Prevention. Now the sole focus of Caron Training

and Consulting is the provision of financial services.

James also holds the QFA, FLIA, RPA, Professional Certificates in both Credit Union Governance and

Credit Union Risk and Compliance qualifications from LIA. He also holds the Irish Institute of

Pensions Management’s Membership qualification (MIIPM) and the Compliance Institute’s

qualifications, LCOI, CDPO; CFCP. He was a member of LIAs Board of Directors (2010-2017) and was LIA President in 2016.

BACKGROUND

Linda Caron

Linda worked for Barclays Bank in the UK during the late 1980’s early 1990’s. Upon returning to Ireland Linda continued her banking career with Ulster Bank. Since 2006 to date Linda has been a director of Caron Training and Consulting This company was set up with her husband James. At that time the main focus was the provision of lecturing services for both the LIA (Life Insurance Association) and IOB (Institute of Banking) and providing CPD (Continous Professional Development) Training.

The company now operates as a financial services brokerage and Linda is involved in the day to day running of this business. Linda’s existing years of experience as a director means that she brings not just a thorough knowledge of what the role entails but also the practical steps required to ensure full compliance with all the rules and legal obligations associated with the office and her fiduciary duties as director. Linda’s background in banking has and continues to be of assistance in her role as director.

ABOUT US

Our focus is to give you expert financial advice

Caron Training Consulting Ltd was established 2016 and has evolved and strengthened in-line with an ever-changing world. We are specialists in our field and firmly believe in a robust and scientific approach 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 client's risk profile and more importantly their capacity for risk, with a customised and efficient plan is the cornerstone of our business.

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Our combined experience and knowledge along with our financial expertise and individual passions bring unique solutions for our clients that greatly exceed the sum of the individual parts. 

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OUR VALUES

Financial Knowledge Base

When you deal with us you are benefiting from our combined knowledge bank. We achieve this by continuous internal collaboration on your behalf, working closely with our industry Peer Partners and maximising the strengths of our considerable industry contacts.

Our Trusted Partners