Balanced Money. Balanced Life.

David initially worked with KPMG before moving to management roles in Woodchester, BIAM and New Ireland. As a result, David has extensive experience in dealing with Accountants, Solicitors, Business owners, Hospital consultants as clients and business introducers. The highlights of his 30 years in the industry are the loyalty of clients, staff and the creative solutions-value we have delivered in mortgage, protection, pension and investment. If you would like to know more about our creative solutions-testimonials over the last 30 years, please call or email David directly. David has a primary degree BA Mod from TCD, and MBA from UCD and a QFA from the LIA.

Hubi has been working in financial services for over 25 years, having worked with Goodbody for 11 years and Bloomberg for 5 years. Over the course of his career, Hubi has worked with individuals, charities and religious orders in International Capital Markets, Investment. Hubi is also a specialist in Investment Advice and Estate Planning.

Tony has over 30 years in the financial services industry with a broad ranging experience in all aspects of financial planning. Focused on providing suitable solutions based on client needs, from retirement planning, income protection, life and critical illness cover, group risk, group pensions/PRSA schemes, inheritance tax planning, savings and investments for both corporate and private clients.

Marian has gained a wealth of experience in all aspects of financial services, having worked in AIB and the broker markets both in the UK and Ireland. Marian has focused on mortgages for a number of years and as our Mortgage Specialist, Marian’s job is to advise and guide clients through their mortgage journey, from application to drawdown.

Craig has been a Qualified Financial Advisor and has been providing client-focused financial planning for over 25 years. Craig believes in making informed decisions that will help clients achieve all their pre and post retirement goals. Craig is passionate about helping business owners look at ways to financially protect their personal income, as well as protecting the value that they have built up within the business, against the effects of an unforeseen illness or death.

A Client Portfolio Manager with over 30 years’ experience in the Life and Pensions Insurance industry. Brendan is responsible for client financial planning, portfolio review and for managing large Group Pension Schemes. Brendan is a graduate of the College of Marketing & Design.

Paul has been a Client Portfolio Manager for over 20 years, with extensive experience in Pension & Investment planning for individuals as well as companies. Having previously worked in Intermediary Account Management with Irish Life and CGU, Paul is a specialist in post-Retirement Income & Investment Portfolios and Estate Planning.

Finbarr is a Financial Adviser with over 20 years’ experience in advising Individual and Corporate Clients. Areas of particular interest to Finbarr include finding the best Pension, Investment and Protection solutions for clients.

Alan has over 20 years experience providing financial advice to clients. 

Colin is a Qualified Financial Advisor and has been providing financial advice for over 30 years with insurance companies Standard Life and Scottish Provident and indepenedent advice firms of Slattery Jermyn, Arachas and Bluechip. Areas of speciality include expert pension advice for company directors, employees and the self employed and advice on investment planning for the medium to long term.