About Us

Con has almost 29 years of experience in the financial advice industry. As a result, he has seen many
changes and phases within this sector. Con is a Certified Financial Planner™ which, internationally,
represents the highest level of professional competence in financial planning.

Con’s Professional Qualifications are:

• Masters in Financial Planning (M.Sc.) UCD
• Qualified Financial Advisor (QFA)
• Fellow of the Life Insurance Association (FLIA)
• Specialist Investment Adviser (SIA)
• Retirement Planning Adviser (RPA)
• Certified Financial Planner (CFP®)

Examinations don’t necessarily guarantee great advice; however, they provide a benchmark to
compare one adviser with another. Similar to many of the professionals that Con advises, he
continually upgrades his professional skills and qualifications therefore ensuring that our client
offering continues to be among the best available in Ireland.

Con is a life and qualifying member of the MDRT, (Million Dollar Round Table) and recently was
asked to join the Irish Committee of MDRT.

Veronica’s vast mortgage experience, in particular her strong customer service ethos, makes her ideally suited to give impartial and expert advice. Her customer base has developed over the years
from word-of-mouth referrals from satisfied clients. As a working mother of two children, Veronica understands the demands on young families in terms of time and financial resources, and has a
particular understanding that time is precious.

Veronica takes it upon herself to take the hassle out of securing the best mortgage approval for our clients to make the entire process as stress-free as possible.

Jeremy, hailing from Crosshaven Co. Cork, is a well experienced financial advisor. He advises clients
in all areas of personal financial planning and products and also advises Director’s in the Self-
Administered Property Pensions space. Jeremy completed his APA & QFA qualifications in Jan 2021
and is currently undertaking his RPA qualification.

He is an avid Munster rugby fan and also has a keen interest in golf, tennis and American Football.

John, originally from Derry, moved to west Cork in 2019. A financial adviser, he obtained his QFA
designation in June 2023.

He is a keen follower of all things GAA and currently coaches his local ladies’ team. Away from the
football pitch, John loves to put his feet up with a good book.

Mark is a qualified financial advisor (QFA) and Retirement Planning Adviser (RPA) with a passion for helping people. Mark started in financial services five years ago, having previously been a successful self-employed restauranteur for over 11 years. Throughout his financial services career, Mark has been committed to professionalism, focusing on building relationships not only with his clients but with the providers so he can deliver on his promise and commitment to do what is best for his clients.

Mark is a newly married family man with 2 children, loves sport and a previous 3-time qualifier to pitch and putt All Ireland finals.