We are a team of financial planners dedicated to providing the highest standard of financial advice to individuals, families and businesses all over Ireland. We believe the key to mutual success is building strong and lasting relationships with our clients. Our approach ensures that all our clients have clear and achievable financial goals which are continuously reviewed to reflect their changing circumstances.
Gerry O'Brien (B Comm, MBS, QFA) Director
A graduate of UCC with a Bachelor of Commerce and Masters Degree in Business Economics, Gerry began his career with Deutsche Bank in Dublin’s IFSC. He then worked with Cornmarket advising the public sector on retirement planning. From 2004 Gerry has been the Managing Director of two successful brokerages until taking on a new role with Wealth Management Concepts in 2016. Gerry is a Cork native and is married with three children.
Natasha Porter (QFA) Financial Advisor
As a Qualified Financial Advisor Natasha has been working in the industry since 2003. In the years since then she has gained extensive experience in the Financial Services & Mortgage Market. Natasha’s knowledge in dealing with the country’s largest insurance companies and lending institutions is fundamental for us to provide a thorough and professional service to all our clients. Natasha lives in Cork and is married with 3 young children.
Damian Wallace (MSc CFP®, QFA) Director
Damian Wallace is a financial planner with over 30 years’ experience in Insurance and Financial Planning roles. He started his career in the financial services industry in 1986 and in the intervening years has provided independent broad based advice to a wide range of private clients, small and medium sized enterprises and some charities. Damian is a former Lord Mayor of Cork and continues to play an active role in the cultural and civic life of the city.
Finbarr Buckley, F.C.C.A., Director
Finbarr was admitted as a fellow to the ACCA as a member in 1988 and as a fellow in 1993. He has been a self employed accountant since 1990. Currently Finbarr is Director of Accountants with Buckley Scriven O’Regan which employs 20 staff. He served as Director of The Port of Cork from 2002 to 2012 and is the Vice Chairman of St Finbars Hurling and Football Club.