Advisor Team Profile

For over 15 years we have advised clients from a broad range of business sectors, private individuals, business leaders, credit unions, sports clubs, charities and not for profit organisations with diverse and unique needs and objectives and helped them develop and execute financial plans and chart a more stable and secure financial future.

Brian Duffy

Director & CEO

Brian is a Chartered Management Accountant (FCMA) with 25 years experience in the finance sector. Brian possesses a wealth of knowledge, experience and empathy for each unique client in the everchanging and evolving financial landscape of today. Brian holds a B.Comm. degree from University of Galway, an MBA from Manchester Business School and through the Institute of Bankers in Ireland has the QFA, Chartered Banker and Professional Certificate in Responsible and Sustainable Finance.

Brian has held a number of voluntary positions in the past, and currently serves on the board of directors of SCCUL Enterprises CLG, while he continues to participate as an ICE Mentor on the University Of Galway ICE Program for business undergraduates.

Margot Heapes

Office Manager & Financial Planner

Since 2016 Margot has been an integral part of the team, assisting our clients with their financial planning requirements. Margot holds a Bachelor of Arts (Hons) Degree in Economics and English from University College Dublin, a Diploma in Legal Studies and she is also a qualified QFA, Specialist Investment Advisor and Certified Financial Planner.

Ailbhe Duffy

Director & Financial Administrator

Ailbhe brings the experience of working in a variety of global multi-national companies finance departments in Milan, Dublin and Galway including Whirlpool, Siebel Systems and Oracle to the team. She holds a Bachelor of Arts International Degree from University of Galway and a higher diploma in education from Hibernia College.

Would you like a call to find out how we can help you and your family realise your financial goals?

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