Skip to main content

Meet The Team

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

Managing Director

Robert Whelan

[email protected] * 01 296 6120

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!)

[email protected] 01 296 6120 

Learning and Development Coordinator

Aine Murphy

[email protected] * 01 296 6120

Which TV show did you love as a kid?
The Simpsons, still love it to this day

Where’s your favourite place to eat?
You can’t go wrong with your aul local for a curry. Bit of sesame prawn toast and a spicebag mmmm.

What’s the 1st thing you’d would you buy if you won the lotto?
A celebratory meal of course. Then a house.

Chocolate or Crisps?
Crisps always! The smellier the better – Meanies, scampi fries, skips.

Why did you choose this picture?
I love to cook, eat food and feed people. I also support the Minnesota Vikings… Superbowl on the horizon!

[email protected] 01 296 6120

Senior Financial Consultant

Brian Dwyer

[email protected] * 083 207 4897

Which TV show did you love as a kid?
Dragon Ball Z.

Where’s your favourite place to eat?
“My Meat Wagon” in Smithfield Square, best BBQ in Ireland!

What’s the 1st thing you’d would you buy if you won the lotto?
A House and numerous plane tickets. First place I go will be Japan and South East Asia.

Chocolate or Crisps?
Crisps. Can’t beat Prawn Cocktail Pringles!

Why did you choose this picture?
Win or lose, going to a game with friends is one of my favourite things to do.

[email protected] 083 207 4897 

Head of Financial Planning

Brian Forde

[email protected] * 083 015 7891

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!

[email protected] 083 015 7891 

Digital Marketing Executive

Caoimhe Pollard

[email protected] * 01 844 3704

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!

[email protected] 01 844 3704

Client Support Administrator

Clara Leonard

[email protected]

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!!!

[email protected]

Senior Financial Planner

Daire McConnon

[email protected] * 0830774734

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.

[email protected] 083 0774 734

Senior Financial Planner

Darren Crossland

[email protected] * 086 4564975

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

Where’s your favourite place to eat?
Any Mexican restaurant.

What’s the 1st thing you’d would you buy if you won the lotto?
I would book a long holiday travelling the world with my wife and kids.

Chocolate or Crisps?
Chocolate.

Why did you choose this picture?
I love BBQ and spend a lot of time researching and experimenting with different outdoor cooking (smoking, slow cooking, grilling and even dry age meats myself).

[email protected] 086 456 4975

Client Services Associate

Hugo Lacey

[email protected]

Which TV show did you love as a kid?
ED, Edd n Eddy

Where’s your favourite place to eat?
Saba on Baggot Street. I love all types of food and cuisines, but this one always hits the spot.

What’s the 1st thing you’d would you buy if you won the lotto?
I would spend the first year going on ski holidays and golf trips, but I would also purchase a home in Lugano, Switzerland.

Chocolate or Crisps?
Honestly, both!

Why did you choose this picture?
I love golf. I’ve been playing ever since I was a kid and I’ve been fortunate enough to play come of the world’s best courses.

[email protected]

Senior Financial Planner

Josh Keown

[email protected] * 0830730750

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.

[email protected] 083 0730 750 

Associate Financial Planner

Kate Dunne

[email protected] * 01 296 6120

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

[email protected] 01 296 6120

Operations Manager

Mark Hall

[email protected] * 01 296 6120

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.

[email protected] 01 296 6120

Financial Services Director

Michael Lacey

[email protected] * 083 0153526

Which TV show did you love as a kid?
Star Trek – loved the adventures with the Klingons.  Beam me up Scotty.

Where’s your favourite place to eat?
I am an enthusiastic home cook and really enjoy having family and friends around. So home is my favourite place to eat.  But if we are eating out for a special treat then Dax on Pembroke Street is my number 1.

What’s the 1st thing you’d would you buy if you won the lotto?
I would buy a first class around the world trip so that I could attend every race of next year’s Formula 1 season.

Chocolate or Crisps?
Both. How could you not have Tayto Cheese and Onion and Cadbury Caramel

Why did you choose this picture?
I cook to relax. I took a sabbatical from September to December 2022 and attended the Ballymaloe Cookery School. Lived my best life for 3 months.

[email protected] 083 0153 526 

Associate Financial Planner

Olivija Radzvilaviciute

[email protected] * 01 296 6120

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.

[email protected] 01 296 6120

Marketing Manager

Patricia Murphy

[email protected] * 083 0776317

Which TV show did you love as a kid?
I was a strange child, I never really watched TV….too busy climbing trees or with my head stuck in book!

Where’s your favourite place to eat?
A family favourite is Michie Suchi in Ranelagh – simple surroundings, great staff and AMAZING food.

What’s the 1st thing you’d would you buy if you won the lotto?
A holiday villa on the Amalfi Coast….one can dream!

Chocolate or Crisps?
Keoghs crisps all the way.

Why did you choose this picture?
There is no greater escape than a good book.

[email protected] 083 077 6317 

Head of Operations and Technical Services

Pete McKavanagh

[email protected] * 086 062 0777

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!

[email protected] 086 062 0777 

Executive Assistant

Rebecca McGarry

[email protected] * 0831169917

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.

[email protected] 083 1169 917

Financial Controllor

Sandra O’Neill

[email protected] * 01 296 6120

Which TV show did you love as a kid?
Home and Away and it’s still going strong!

Where’s your favourite place to eat?
I love ALL food but my favourite has to be Thai. An old time favourite in Dublin is the Chili Club or you can’t beat Saba, yum!

What’s the 1st thing you’d would you buy if you won the lotto?
I would book a holiday and bring all my family and friends!

Chocolate or Crisps?
Crisps all the way!

Why did you choose this picture?
I chose this picture because I am at my happiest when I’m heading off on holiday adventures with my family, preferably somewhere warm and sunny!

[email protected] 01 296 6120

Senior Financial Consultant

Shane Hickey

[email protected] * 083 415 9379

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!

[email protected] 083 415 9379 

Employee Benefits Administrator

Jordan O'Reilly

[email protected]

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

Where’s your favourite place to eat?
Any kind of Asian cuisine, places like Hang Dai, Mam Yo etc.

What’s the 1st thing you’d would you buy if you won the lotto?
Multiple airline tickets and travel the world and a house by the sea.

Chocolate or Crisps?
Depends on my moods by usually chocolate.

Why did you choose this picture?
I love listening to music and I go to as many gigs and festivals as I can.

[email protected] 012966120

Senior Financial Planner

John Bruton

[email protected] *0830766813

Which TV show did you love as a kid?
I loved Fireman Sam, it was my childhood dream to become a fireman.

Where’s your favourite place to eat?
TriBeca in Ranelagh, very hard to beat a portion of chicken wings and a few drinks.

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

Definitely a villa in the South of Spain right on the beach and maybe with a home gym.

Chocolate or Crisps?

Crisps all day! Keoghs cheese and onion are the current favourites.

Why did you choose this picture?

I’ve played cricket for as long as I can remember. My dad was a fanatic and was at every training session and match so endless memories even if he drove me mad sometimes with his coaching tips.

[email protected] 0830766813

Make appointment
Senior Financial Planner

Luke Clyne

[email protected] * 0832072423

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,

[email protected] 083 415 9379 

Make appointment
Senior Financial Planner

Adam MacMaghnuis

[email protected]

Which TV show did you love as a kid?
Loved cartoons; Scooby Doo, Bugs Bunny etc still watch them shamelessly with my kid!

Where’s your favourite place to eat?
I love having aa BBQ out the back garden in the with a few bottles.

What’s the 1st thing you’d would you buy if you won the lotto?
A few fast, cars, a big house & a villa somewhere sunny.

Chocolate or Crisps?
Chocolate 100%

Why did you choose this picture?
I was born & reared in Limerick City but lived away from home for the guts of 12 years, was always super proud to say I was from Limerick & the recent successes of the Limerick hurler is a major plus too.

[email protected] 083 415 9379 

Make appointment