Our Team

 You deserve a personal, available relationship with your wealth advisor and the team taking care of you. Your passions, challenges, and life experiences inspire and drive us to make the extraordinary ordinary for you every step of the way.

Directors

Keith+Liggett.jpg

Keith Liggett

Managing Director
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Gillian+Rea.jpg

Gillian Rea

Operations Director
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Associate Directors

Paul Neely

Associate Director
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Jonathan Gillespie

Associate Director
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Hayley Patterson

Hayley Patterson

Associate Director
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Ela Harbison

Associate Director
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Advisers

Our team of expert advisors bring a lifetime of unrivalled experience in what it takes to accumulate and pass on wealth.

Keith Liggett

Managing Director / Adviser
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Paul Neely

Associate Director / Adviser
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Jonathan Gillespie

Associate Director / Adviser
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Dermot Cleere

Adviser

David Lyons

Adviser
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Mike Berry

Adviser
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Niall McMonagle

Adviser
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Scott Lorimer

Adviser
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Richard Creane

Adviser
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Client Executives

Scott Jones

Client Executive
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Adam Quinlan

Adam Quinlan

Client Executive

Administration & Client Services 

Encounter the dedicated perfectionism of our team, who only tolerate the highest standards when it comes to your service.

Hayley Patterson

Associate Director / Office Team
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Susan Clarke

Personal Assistant to the Board
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Annette Dawson

Office Team
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Christina McCallion

Office Team
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Catherine Wustrow

Catherine Wustrow

Office Team
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Jan Calwell

Office Team
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Sarah Dawson

Office Team

Abigail Baker

Office Team
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Alison Wright

Office Team

Ryan Dowling

Office Team
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Paraplanning 

Ela Harbison

Associate Director / Paraplanning Team
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Scott Coates

Paraplanning Team

Mark Blaney

Senior Paraplanner
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Lisa Walker

Paraplanning Team
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Stuart Musgrave

Paraplanning Team
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Business 

Richard Creane

Richard Creane

Business & IT Manager
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Natalie Magee

Corporate Benefits
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Marketing 

Hayley Patterson

Associate Director / Marketing Team
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Susan Clarke

Marketing Team
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Account Management 

Daniel McKernan

Accounts Manager
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Business Development

Garth Maxwell

Business Development Associate
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Questions before getting started?