Director
Brenda previously held a number of Senior Corporate and Private Banking roles within Ulster Bank, KBC Bank, Bank of Ireland Private Banking and ICS Building Society. Education is very important to her and she was one of the first people in Ireland to quality as a CFP Professional receiving first class honours in the Master level Graduate Diploma as well has holding a number of other professional qualifications in Investment and Financial Advice.
In her spare time Brenda loves to paint and bake and has also been bitten by the golf bug.
Director
Jane previously worked for Ulster Bank Wealth division and before that she held a number of senior positions within KBC Private Bank and KBC Capital Markets. She is both a Qualified Financial Advisor and a CERTIFIED FINANCIAL PLANNER™. She received first in her class for the Masters level Graduate Diploma in Financial Planning as well as holding a number of qualifications in Corporate Treasury, Wealth Management and Financial Advice.
Jane loves going to the gym and is a keen golfer. She also loves spending time in the West of Ireland.
Client Services
Aislene has many interests which includes going to the gym, running and watching sports. She is a volunteer with her local GAA club St, Margaret’s, and coaches the girl’s minor team. She has 2 children who take up the rest of her spare time.
Office Manager
Director
Brenda previously held a number of Senior Corporate and Private Banking roles within Ulster Bank, KBC Bank, Bank of Ireland Private Banking and ICS Building Society. Education is very important to her and she was one of the first people in Ireland to quality as a CFP Professional receiving first class honours in the Master level Graduate Diploma as well has holding a number of other professional qualifications in Investment and Financial Advice.
In her spare time Brenda loves to paint and bake and has also been bitten by the golf bug.
Director
Jane previously worked for Ulster Bank Wealth division and before that she held a number of senior positions within KBC Private Bank and KBC Capital Markets. She is both a Qualified Financial Advisor and a CERTIFIED FINANCIAL PLANNER™. She received first in her class for the Masters level Graduate Diploma in Financial Planning as well as holding a number of qualifications in Corporate Treasury, Wealth Management and Financial Advice.
Jane loves going to the gym and is a keen golfer. She also loves spending time in the West of Ireland.
Senior Financial Planner
She has a keen interest in technology and has dedicated much of her time in recent years to customer experience and the digital agenda. She does not play golf and only occasionally makes it to the gym. She is working on that!
Office Manager
Client Services
Aislene has many interests which includes going to the gym, running and watching sports. She is a volunteer with her local GAA club St, Margaret’s, and coaches the girl’s minor team. She has 2 children who take up the rest of her spare time.
Director
Brenda previously held a number of Senior Corporate and Private Banking roles within Ulster Bank, KBC Bank, Bank of Ireland Private Banking and ICS Building Society. Education is very important to her and she was one of the first people in Ireland to quality as a CFP Professional receiving first class honours in the Master level Graduate Diploma as well has holding a number of other professional qualifications in Investment and Financial Advice.
In her spare time Brenda loves to paint and bake and has also been bitten by the golf bug.
Director
Jane previously worked for Ulster Bank Wealth division and before that she held a number of senior positions within KBC Private Bank and KBC Capital Markets. She is both a Qualified Financial Advisor and a CERTIFIED FINANCIAL PLANNER™. She received first in her class for the Masters level Graduate Diploma in Financial Planning as well as holding a number of qualifications in Corporate Treasury, Wealth Management and Financial Advice.
Jane loves going to the gym and is a keen golfer. She also loves spending time in the West of Ireland.
Senior Financial Planner
She has a keen interest in technology and has dedicated much of her time in recent years to customer experience and the digital agenda. She does not play golf and only occasionally makes it to the gym. She is working on that!
Head of Operations
She is a Qualified Financial Advisor and holds a certificate in Prince2 Project Management.
Tammy is a keen runner and has a couple of triathlons under her belt, hardly surprising as the rest of us try to keep up with her!
Office Manager
Client Services
Aislene has many interests which includes going to the gym, running and watching sports. She is a volunteer with her local GAA club St, Margaret’s, and coaches the girl’s minor team. She has 2 children who take up the rest of her spare time.