Certified Financial Planner & Specialist Investment Adviser

Mike Shannon is a Senior Financial Planner with a deep knowledge of cross-border retirement planning. He is licensed to work across jurisdictions and, with over 20 years’ experience in the sector, he helps clients get optimum outcomes in terms of tax planning and wealth management. Among other qualifications, Mike has the prestigious CFP designation & Post…

UK Chartered Financial Planner & QFA

Gerard Frew is a highly experienced chartered adviser who holds qualifications in three separate countries. His accreditations include the QFA designation in Ireland, recognised by the Central Bank of Ireland. He concurrently holds the prestigious Chartered Financial Planner designation in the UK, a market where he has over 20 years of experience dealing with resident individuals,…

Certified Financial Planner & Specialist Investment Adviser

Andrew Cree is a senior financial planner with more than 20 years’ experience in the sector. Having worked in various roles including SME Lending, Business Development and Fund Management, Andrew brings a unique perspective to his work as an international financial planner. “My goal as a Financial Planner is to help individuals be better informed in…

Jason O’Connell is a dual authorised financial planner with over 16 years of experience in wealth management and business development. He holds the QFA designation in Ireland. Jason is also a UK qualified Pension Transfer Specialist holding both the Pension Transfers & Planning Advice – Chartered Institute for Securities & Investment (CISI) and R04 (Pensions and…