About Me

For over twenty years, I have been helping clients and their families with their financial and retirement planning needs. This fulfils my love of engaging with people and helping them reach their financial goals. I am passionate about helping people be better off financially by providing quality advice and peace of mind, knowing they have a trusted team supporting them along life’s journey. If you would like to learn more about our financial planning service, I would welcome the opportunity to speak with you. Best wishes, Brendan