Your independent financial adviser.

Whether your questions are simple or complex, the important part of your journey is to find what product suits you and what kind investment is best for you; it could be you want to build capital or take an income. Ultimately, our experienced specialists and dedicated support team will put you at ease and take the worry and stress out of financial planning.

Meet Michael Barney

Managing Director & Partner

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Meet Marzena Dziewulska

Director & Partner

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Meet Bronagh Martin

Compliance Manager

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Meet John Ramsay

Senior Financial Adviser

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Meet David Troy

Senior Wealth Manager

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Meet Mike Mulhern

Financial Adviser

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Meet Mike Graham

Protection Insurance Adviser

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Meet Sean Copp

Administration Manager

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Meet Kimberley White

Client Relationship Manager

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Meet Scott Roche

Administrator

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Meet Iwona Ait-Elhadj

Reception Manager & Administrator

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Meet Eloise James

Receptionist | Marketing

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Meet Alison Shale

Administration & Business Development

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