Financial Advisory and Wealth Management in Dun Laoghaire

Marc Westlake

Managing Director

I bring over 30 years’ experience in financial planning. My work is focused on families with investable assets of €2–5 million who need ongoing portfolio management and sophisticated, often tax-based wealth management.

John McNicholas

CFP®

Director

With extensive experience in financial planning, tax-efficient investing and sustainable strategies, I help clients build long-term, goal-focused plans that deliver clarity, confidence and future security.

Jacki Conway

Chief Operating Officer

With over 30 years’ experience across operations and HR, I ensure our team delivers a seamless, supportive and high-quality client experience while maintaining excellence across all areas of our business.

Gerry Murphy

Chairman

With decades of business and financial experience, I help guide our strategic direction and support the delivery of trusted, high-quality financial planning services to clients across our growing network.

John Traynor

CFP™

Private Wealth Adviser

As an experienced Certified Financial Planner and Private Wealth Adviser, I help clients turn financial goals into clear, practical plans. I build strategies that fit their lives, protect wealth, and provide clarity.

Rebecca Scaife

CFP

Senior Paraplanner & Client Services Lead

With broad experience in marketing and financial planning, I support advisers and clients by delivering clear, detailed and tailored planning support, ensuring a smooth and reliable client journey.

Christopher O’Neill

QFA, RPA

Financial Paraplanner

I am an experienced paraplanner with several years in financial services, providing technical and client-facing support to advisers. I hold the QFA/RPA designations and am currently working towards the CFP designation.

Bukky Yusuf

Client Services Executive

With experience across underwriting, risk and client service, I provide dedicated support to clients and advisers while working toward my QFA, ensuring a helpful, professional and positive experience.

Rebecca Wilson

Client Services Executive

I bring strong client service experience and support advisers and clients throughout their financial journey, helping ensure every interaction is smooth, organised and centred around excellent service.

Fairstone Dun Laoghaire

Meet the team