The Finance Experts
You Can Trust
Dependable Experts for Comprehensive Financial Guidance
Our dedicated team of professionals collaborates closely to deliver personalised financial strategies, designed to address the unique challenges and opportunities you face. From managing investments to planning for future generations, we ensure each aspect is carefully considered, so you can navigate the complexities of wealth with confidence and clarity.
Rob Downey
Founder & Managing Director
Rob Downey
Founder & Managing Director
Education & Affiliations
Masters in Investment Treasury & Banking
Grad Diploma in Financial Planning
Trust & Estate Practitioner
Society of Trust and Estate Practitioners, Full Member
Financial Planning Standards Board Ireland (FPSB), Member
Life Assurance Association, Member
CERTIFIED FINANCIAL PLANNER™ professional
Qualified Financial Adviser
Colleen Doyle
Head of Operations
Colleen Doyle
Head of Operations
With a passion for operational enhancement and practice management, Colleen understands how these important factors play a significant role in ensuring an excellent client experience.
Education & Affiliations
Qualified Financial Advisor
Bachelor of Business Studies (Hons)
Auctioneering & Estate Agency
Joe Maher
Partner Adviser
Joe Maher
Partner Adviser
Educations and Affiliations
CERTIFIED FINANCIAL PLANNER™ professional,
Qualified Financial Advisor (QFA)
Graduate Diploma in Financial Planning (IOB)
Diploma in Consumer Protection Risk, Culture and Ethical Behaviour in Financial Services (IOB)
Jess Govan
Paraplanner
Jess Govan
Paraplanner
Education & Affiliations
Qualified Financial Adviser
TMITI Tax Technician
Lisa Dixon
Paraplanner
Lisa Dixon
Paraplanner
Education & Affiliations:
Diploma in Management IMI
APA Pensions
Member of the LIA.