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about us

We are a Limerick-based Financial Advisory Firm who are dedicated to helping our clients do more with their money.

We believe in working with each of our private and business clients to build long-term working relationships that are based on trust. The more we get to know about you and your needs, the better able we will be to give you personalised, professional and effective advice.

our background

Who We Are

fergus

Fergus Hanly

QFA FLIA SIA
Founding Director
annmarie

Ann-Marie Shanahan

Office Manager
 
jim

Jim Moroney

QFA RPA
Senior Financial Advisor

why us?

What Distinguishes Us?