Our Team


Colin Younger
Head of Financial Planning

Dublin Office

Patrick Dalton, BA, QFA
Account Director - Financial Planning
Tony Conroy, QFA, RPA
Account Director - Financial Planning

Cork Office

Paul Dennehy, QFA, CUA, RPA
Account Director - Financial Planning
Elaine Wilson, QFA
Account Director - Financial Planning
Finbarr O’Sullivan, QFA, RPA
Account Director - Financial Planning

Waterford Office

Alan Hickey, BBS, QFA
Account Director - Financial Planning

Administration Support

Joan Farrell, QFA, RPA
Administration Manager
Marjorie Brickley , QFA
Client Administrator
Susan Lawless, QFA
Client Administrator
Ciara O’Mahony, QFA
Client Administrator