Services
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Services
About Us
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Meet the team

Gearoid Cleere

Gearoid Cleere

QFA

Managing Director

With over 20 years in finance with qualifications in Wealth Management, I specialise in offering tailored advice to individuals and companies. I am skilled in underwriting, credit management and financial advice.
Caroline Cleere

Caroline Cleere

FCA

Financial Controller

I have over 20 years of experience in financial services. I am a fellow of Chartered Accountants Ireland, and have worked in audit, advisory, and operational accounting roles, ensuring business efficiency and compliance.
John Paul Coogan

John Paul Coogan

QFA

Financial Consultant

I worked in Group Pensions in Dublin for 15 years before transitioning to Kilkenny's general Insurance sector. I have extensive experience in investments, pensions, protection, and comprehensive wealth management.
Kevin O’Grady

Kevin O’Grady

QFA, PTP, RPA

Financial Consultant

I have over 35 years’ of experience in financial services sector, specialising in group pension schemes. I am proficiently skilled in risk management, retirement and estate planning. I am QFA, QPT and RPA qualified.
Michael Fennelly

Michael Fennelly

Head of SME

I have experience in business banking, academia, and recently completed two years as Kilkenny GAA’s performance lead. I now support SMEs as Corporate Partnership Manager, helping businesses maximise performance and growth.
Michelle O’Donovan

Michelle O’Donovan

QFA

Office Manager

I have over 20 years in the banking sector, including roles at Ulster Bank. I oversee life, pension, and investment businesses, ensuring smooth operations and providing broad advice to clients.
Anne Behan

Anne Behan

QFA

Client Administrator

With 35 years in finance, I'm dedicated to guiding clients toward financial success and security. From mortgages to bespoke advice, I prioritise strong client relationships and efficient service.
Helen Delaney

Helen Delaney

QFA

Mortgage Consultant

I have 15 years of experience in the financial sector, including 3 years exclusively in mortgages. I hold extensive knowledge in personal financial planning and portfolio management.
Benny Cleere

Benny Cleere

Mortgage Consultant

With over 10 years of experience with leading financial lenders, my expertise lies in guiding clients through the entire mortgage process. Additionally, I hold a degree from Michael Smurfit College.
Jackie Vaughan

Jackie Vaughan

Client Administrator

I have extensive Financial Services experience and currently support our Financial Advisers on the administration side of our business. I'm a member of the Institute of Banking and hold a Certificate in Training and Evaluation.  
Karl James

Karl James

CFP, QFA, RPA, SIA

Financial Consultant

With over 20 years in Financial Services, I've collaborated with leading institutions, specialising in holistic financial planning. My expertise empowers clients with detailed financial plans for a secure future.

Damien Fitzpatrick

Damien Fitzpatrick

QFA, RPA, SIA, FPRA

Financial Consultant

With over 20 years financial services experience, I deal with private and public sector clients helping them in the areas of wealth extraction, investments, and building financial resilience through a holistic approach.
Lisa Quirke

Lisa Quirke

QFA

Client Administrator

I am an experienced Financial Services professional with a strong track record in administrative support, ensuring seamless client service and operational efficiency. QFA qualified and a member of the Institute of Bankers.

Let's talk

+353 (056) 7721854 +353 (056) 7721854
+353 (056) 7721854 [email protected]
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Office locations

Kilkenny

Kilkenny

13 Lower Patrick Street, Kilkenny, R95 DXR7