Meet the Team

Fergal has been in senior Financial and Management roles since 2000. He has spent the last 14 years in the personal finance industry. In this time he has built up an extensive client base.

Fergal has a Bcomm from the University of Limerick. Fergal is a Qualified Financial Advisor (QFA), Fergal has a SIA qualification (Special Investment Advisor), Fergal also has a graduate diploma in financial planning and is a certified Financial Planner. CFP®.

Liam is a highly experienced financial planner to individual clients and business owners from all walks of life.

Liams career in the financial services industry has seen him spend over 24 years delivering financial advice. Holding roles in Friends First now Aviva and Irish Life.

Liam is a Qualified Financial Advisor (QFA), has a Pension Diploma (LIAP) has a SIA qualification, (Specialised Investment Advisor) has a graduate diploma in financial planning and is and a Certified Financial Planner. CFP® the premier international qualification for financial advice and planning profession.