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.
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 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.