Meet Our Investment Specialists
Behind every smart investment decision is a team that understands both markets and people. Our Cork-based advisors bring decades of combined experience helping Irish families and businesses build sustainable wealth through strategic investment planning.
Real Experience, Real Results
- Over 15 years guiding Irish investors through market cycles
- Specialists in tax-efficient investment strategies for Irish residents
- Proven track record with pension optimization and PRSA management
- Deep understanding of Revenue requirements and compliance
- Personal approach that puts your family's future first
The People Behind Your Success
Fiona Kellacher
Senior Investment Advisor
Fiona started her career with Bank of Ireland before moving into independent advisory work in 2018. She specializes in helping young professionals build their first investment portfolios and has guided over 200 clients through their initial market entry. Her practical approach focuses on education first – she believes you should understand what you're investing in before you commit your money.
Siobhan Devereux
Investment Planning Specialist
With a background in actuarial science from Trinity College Dublin, Siobhan brings analytical precision to investment planning. She's particularly skilled at helping families coordinate their various financial goals – from children's education funds to retirement planning. Her clients appreciate her ability to explain complex investment concepts in straightforward terms that actually make sense.
How We Work With You
Listen First
Every client conversation starts with understanding your specific situation, concerns, and goals. We don't believe in one-size-fits-all investment advice.
Educate Always
We explain the reasoning behind every recommendation. You should feel confident about your investment decisions, not confused by financial jargon.
Stay Connected
Your financial situation changes, markets evolve, and life happens. We schedule regular reviews to keep your investment strategy aligned with your reality.
Keep It Real
No promises about guaranteed returns or get-rich-quick schemes. Just honest advice about building wealth steadily over time through informed investment choices.