The people behind your plan.
Our team combines deep technical expertise with genuine experience of the business owner's world. We are qualified, independent, and committed to the long-term relationships that make good financial planning possible.
Hugh began his career in 2002 in trading and investment management before moving into financial planning. That grounding in investment markets gives him a perspective most financial planners do not have — an understanding of how money actually behaves over time.
He became a CFA Charterholder in 2006 — one of the most rigorous designations in global finance — and a Qualified Financial Adviser in 2009. He is also the author of Straight Talk on Financial Planning, which reflects his approach: clear, honest, and free of jargon.
Brendan has over two decades of experience in financial services. He holds one of the most comprehensive sets of professional qualifications of any financial adviser in Ireland — combining the CFA designation with the CFP and Chartered Tax Adviser designations.
That combination is rare and genuinely valuable for business owner clients. The intersection of investment management, financial planning, and tax expertise means Brendan sees the full picture — how every element of a client's financial life connects and interacts.
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