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Establish our relationship
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02
Discovery meeting
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03
Analysis and evaluation
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04
Develop and present
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05
Implement recommendations
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06
Progress meeting
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Meet the team
Wendy McKeown
Head of Financial Planning
Wendy’s expertise lies in providing bespoke financial and pensions advice. She is committed to empowering clients to make informed financial decisions and successfully achieve their goals. Wendy holds a CFP and, a Graduate Diploma in Financial Planning from UCD.
Sarah Dunlea
Financial Planner
Sarah joined Unio in April 2023 and is based in our Cork office. The most rewarding part of her job is seeing at first-hand the positive difference she can make to a client’s financial wellbeing. Sarah holds QFA, RPA and SIA certifications.
The Sunday View
BooksSunday
Unio GMC Outlook
The World of Tomorrow
Opinion
JD Goes to Washington
Insights
The Weekly View 16th July 2024
The Sunday View
Into the Interregnum
Webinar
Changing of the Guard in the UK and France: Post-Election Analysis
Insights
Auto-enrolment Pensions: How high earners could be caught in a tax trap.
News
Warm welcome to the team at Harvest Financial Services
Insights
The Weekly View 08 07 2024
Opinion
France – Germany without the money