About Usicon-arrow
Our Servicesicon-arrow
icon-search
icon-search
menu-burger

About Us

Meet the team

Our advisers draw on diverse skill sets and expertise, bringing passion, experience and a fresh approach to your portfolio.

  • Advisers
  • Leadership Team

Independent Wealth and Family Office

Andy Dixon

Andy Dixon

Head of Segment, CFP®

Yes

Independent Wealth and Family Office

Dublin

Corporate and Company Executives

Conor Murray

Conor Murray

Head of Segment, CFP®, QFA, RPA, SIA

Yes

Corporate and Company Executives

Dublin

Affluent Team

David Tighe

David Tighe

Head of Segment, CFP®, MSc, RPA, QFA, SIA

Yes

Affluent Team

Dublin

Business Owners

Garry Cullen

Garry Cullen

Head of Segment, PC, QFA

Yes

Business Owners

Dublin

John Lucey

John Lucey

Regional Director, IIPM, APMI

Yes

Cork

Institutional Business

Richard White

Richard White

Head of Segment, CFP®

Yes

Institutional Business

Dublin

Let's talk

Let us know what your wealth goals and needs are, and we can create a solution that is right for you.

Let's talkarrow-right icon