Financial Planner

Derek joins us with extensive banking and treasury experience alongside a very strong financial background having worked with the leading international and national banking institutions at very senior levels in Dublin. He is extremely client focused and builds lasting and trusting relationships. His emphasis is on service, tailored solutions, client satisfaction, and lasting financial strategies.

Derek has been a Financial Planner for over 5 years and continues with the passion to continue to learn, improve and succeed within the industry. Derek joins us as a fully qualified financial advisor, QFA, and this year added to that qualification as a retirement planning advisor, RPA.

Derek is an avid sports and fitness fan. He plays golf, competes in triathlons, adventure races and cycles many nationwide sportif’s and treks the local mountain ranges and is pursuing the 7 Summits, the highest peak on each of the 7 continents of the world. He has summitted Mont Blanc, Mount Elbrus, Kilimanjaro, Aconcagua and Mount Everest and is scheduled to climb Denali in Alaska next year.

He will for sure bring us all to new heights !

View Derek’s business card