Meet The Team

We’re driven, determined and passionate about helping you with all your financial needs.

Managing Director

Robert Whelan

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Which TV show did you love as a kid?
The A-Team. I would ‘tape’ (remember them!) each episode and re-watch literally 10 times!

Where’s your favourite place to eat?
Wagamama – everything you want as a parent…Great food, the kids love it and it’s quick!

What’s the 1st thing you’d would you buy if you won the lotto?
A vineyard in Napa Valley, California.

Chocolate or Crisps?
Crisps of course! M&S have a Beef and Onion flavor which should be illegal.

Why did you choose this picture?
Because I’m pretty much obsessed with Liverpool Football Club (and they’re the finest team the world has ever seen!)

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Head of Financial Planning

Brian Forde

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Which TV show did you love as a kid?
Keenan and Kel.

Where’s your favourite place to eat?
Son of a Bun in Cork. Best burger in Ireland.

What’s the 1st thing you’d would you buy if you won the lotto?
Look after my family and friends, as well as getting a good financial advisor.

Chocolate or Crisps?
Crisps hands down.

Why did you choose this picture?
Still trying my best to support Man Utd despite them breaking my heart on a weekly basis!

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Digital Marketing Executive

Caoimhe Pollard

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Which TV show did you love as a kid?
Friends and Futurama.

Where’s your favourite place to eat?
Thai Garden in Blanchardstown.

What’s the 1st thing you’d would you buy if you won the lotto?
Probably an apartment in Dublin.

Chocolate or Crisps?
Depends on if I’m having tea or a pint.

Why did you choose this picture?
I love watching Rugby and running, especially doing marathons with my dad!

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Client Support Administrator

Clara Leonard

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Which TV show did you love as a kid?
Hannah Montana.

Where’s your favourite place to eat?
Anywhere in Italy, I love pasta, pizza, and red wine!

What’s the 1st thing you’d would you buy if you won the lotto?
Definitely a one way ticket to travel around the world and a house!

Chocolate or Crisps?
Chocolate!

Why did you choose this picture?
I love shopping, retail therapy!!!

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Senior Financial Planner

Daire McConnon

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Which TV show did you love as a kid?
Friends and The Simpsons

Where’s your favourite place to eat?
So hard to choose I love food, The Clermont in Blackrock (Louth) is hard to beat. I’ll give a shoutout to Sizzlers Café in Ardee for breakfast/lunch.

What’s the 1st thing you’d would you buy if you won the lotto?
I’d buy a house in Coronado Beach, San Diego.

Chocolate or Crisps?
Crisps

Why did you choose this picture?
I spend most of my spare time either watching or playing football.

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Senior Financial Planner

Josh Keown

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Which TV show did you love as a kid?
I used to watch The Simpsons all the time. We used to watched it as a family and it brings back great memories.

Where’s your favourite place to eat?
Nando’s is my go-to. You can’t beat their Peri-Peri chicken and sauce.

What’s the 1st thing you’d would you buy if you won the lotto?
First thing I’d do is buy a new house with a games room for my 6-year-old son, Leo. He’s always asking for one, so that would be perfect for him.

Chocolate or Crisps?
I’m all about the crisps, I could eat 20 packs a day if left to my own devices.

Why did you choose this picture?
I chose it because I’m a Manchester City fan. I’ve been going to games since I was a kid at Maine Road with my dad. Some of my  best memories are from those days.

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Associate Financial Planner

Kate Dunne

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Which TV show did you love as a kid?
Drake and Josh

Where’s your favourite place to eat?
Marigold – My local Chinese

What’s the 1st thing you’d would you buy if you won the lotto?
A house in Tenerife

Chocolate or Crisps?
Crisps

Why did you choose this picture?
I spend a lot of my spare time exercising or playing GAA

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Senior Financial Planner

Luke Clyne

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Which TV show did you love as a kid?
Drake and Josh

Where’s your favourite place to eat?
Mak at D6  – never a bad meal

What’s the 1st thing you’d would you buy if you won the lotto?
Book tickets to the Super Bowl, the Masters, Champions League final and pretty much every other major sporting event

Chocolate or Crisps?
Chocolate – Can’t beat a plain Diary Milk

Why did you choose this picture?
I spend most of my free time either watching or travelling to watch live sport,

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Operations Manager

Mark Hall

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Which TV show did you love as a kid?
Scooby Doo.

Where’s your favourite place to eat?
TGI Fridays, only for their signature sauce!

What’s the 1st thing you’d would you buy if you won the lotto?
A one-way ticket around the world.

Chocolate or Crisps?
Crisps, so many different flavours.

Why did you choose this picture?
Sport has always been a part of my life and I love the escape you get from going to the cinema.

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Associate Financial Planner

Olivija Radzvilaviciute

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Which TV show did you love as a kid?
SpongeBob

Where’s your favourite place to eat?
A Good Italian, I love a pasta.

What’s the 1st thing you’d would you buy if you won the lotto?
A villa in Greece, with a good sunrise/sunset view.

Chocolate or Crisps?
Chocolate.

Why did you choose this picture?
I love to travel and explore different cities & their culture.

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Head of Operations and Technical Services

Pete McKavanagh

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Which TV show did you love as a kid?
The A Team.

Where’s your favourite place to eat?
The first place selling food immediately after surfing.

What’s the 1st thing you’d would you buy if you won the lotto?
A house in somewhere high in the Serra de Tramuntana.

Chocolate or Crisps?
Crisps. Any flavor!

Why did you choose this picture?
I enjoy multi sport races like triathlons!

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Executive Assistant

Rebecca McGarry

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Which TV show did you love as a kid?
Strictly Come Dancing

Where’s your favourite place to eat?
Eddie Rockets – it just never gets old for me!

What’s the 1st thing you’d would you buy if you won the lotto?
A big, old house to renovate

Chocolate or Crisps?
Crisps, absolutely no competition!

Why did you choose this picture?
I inherited my Mam’s love of musicals, and it has always been our thing to do together. I’ve been lucky enough to see shows on Broadway and the West End, but nothing compares to going to dinner and a show with my Mam here in Dublin.

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Senior Financial Consultant

Shane Hickey

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Which TV show did you love as a kid?
The Simpsons

Where’s your favourite place to eat?
San Sab, hard to get a bad meal in that place.

What’s the 1st thing you’d would you buy if you won the lotto?
I would probably invest the lotto money and try look after family/friends in some way

Chocolate or Crisps?
Crisps all day!

Why did you choose this picture?
I’ve done plenty of travel over the years but now its travel with my 2 young kids. It’s exciting to show them new places!

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Senior Financial Planner

Yasmin Irwin

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Which TV show did you love as a kid?

Hannah Montana

Where’s your favourite place to eat?

Coachmans, they have the best carvery

What’s the 1st thing you’d would you buy if you won the lotto?

I’d buy a holiday home in Tenerife.

Chocolate or Crisps?
Crisps!

Why did you choose this picture?
I love to travel and experience new cultures

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