Robert Whelan founded the company in 2013, after having spent 12 years in Financial Services. Beginning as a Financial Consultant and progressing through various Senior Management roles, Robert was finally able to leverage his experience to deliver a range of solutions and most importantly a level of service which would achieve those aims. Robert holds a BComm from UCD, is a Qualified Financial Advisor (QFA), Retirement Planning Advisor (RPA), Strategic Investment Advisor (SIA) and he is also a Certified Project Management Associate (IPMI).
Robert grew up in Carlow and began his working life on the east coast of the United States. He is married to Helen and together they have 3 kids (Matthew, Harry & Zoe) who ensure that he never lose sight of what is important in life.