28/08/2026
Some stories stay with you.
For me, getting into wealth management was not about chasing a career opportunity.
It was personal.
My father was an SME business owner who spent decades building his wealth. After battling cancer, he was advised on what would happen to his pension when he died.
The result left my mother without the pension she should have been able to rely on.
Having worked in accountancy, corporate finance and wealth management, I saw something that deeply frustrated me.
Irish families work incredibly hard to build wealth, but many never take the time to understand what happens to it when they are gone.
That experience became a driving force behind my career.
The goal was never to change the entire industry.
It was to make sure fewer families experienced what my own family had experienced.
This is why wealth planning matters.
It is not just about growing your money.
It is about making sure the wealth you spend a lifetime building ends up where you intended it to go.
