About Us

Anne Marie has 20 years’ experience in financial services. She holds a degree in European Business
Administration from the University of South Wales and is a Qualified Financial Advisor.

She has over 12 years experience as a wealth manager with Ireland’s oldest and largest Private Bank.
Advising clients on all areas of personal finance for individuals, professionals and executives in both positive and negative market conditions.

She has an unrivaled reputation amongst industry colleagues and her clients for providing honest, clear advice together with the highest quality service.
 

 

Raymond is a fellow of the Institute of Chartered Certified Accountant (FCCA) and a Chartered Tax Adviser(CTA) with over 20 years’ experience.

He specialises in evaluating financial statements and advising business owners how to improve performance. He has been working for many years advising clients on wealth extraction and succession planning in his own practice and has a significant reputation in the region. He has advised many of his existing clients in the areas of personal and corporate debt restructuring during the current financial downturn.

 

We are a family business with deep roots in the community.  Our skills and expertise have been developed by working for and with Individuals, large corporations, SME’s and smaller family operations which gives us an appreciation and understanding of day to day financial realities.  We commit to providing value for money, ongoing support and regular reviews.