I have been engaged in financial planning since graduating from Queens University with an Honours Degree in Political Science and Economics in 1984. I count myself fortunate to have been engaged in a career that has brought me into contact with some great people, and have gained significant experience of all aspects of financial planning, with particular emphasis on tailored lifestyle planning for high net worth individuals.

With 30 years’ experience of working with Corporate and individual clients I am more passionate now than ever about the vital role of a sound and well thought through financial plan in securing a fulfilling and enjoyable life, and the unfortunate consequences of failing to plan personal finances effectively.

I have been working within Financial Services for almost as long as Arthur and have amassed a vast level of knowledge and experience from my time working with larger, multi-national companies right through to smaller, niche practices.

My main priority is to ensure the client experience is a favourable one - seamless, unobtrusive and gratifying, and I take immense pride in making this happen.

My hobbies include spending time with my family, gardening and shopping!!

Whilst I graduated from Queen's University Belfast with a Master's degree in Electrical and Electronic Engineering, in 2018 I decided to pursue a career in financial services.

So far, I have achieved the Diploma in Regulated Financial Planning with the Chartered Insurance Institute, and I am currently working towards Chartered Financial Planner status.

In my spare time I enjoy travelling, eating out and shopping.

Mark.

I graduated from Queen’s University Belfast with a degree in Software and Electronic Systems Engineering before going on to do a Master’s in Data Analytics.

In 2023 I joined the firm, as I enjoy the personal interaction that comes with working in this sector. I look forward to developing my knowledge and skills within my role.

In my free time, I play hockey for Banbridge Hockey Club. I also enjoy watching all kinds of sport and going out for dinner.

Hannah

In 2023 I Graduated with a BSc in Finance and Investment Management from Ulster University. This is my first full-time role in Financial services and I hope to have a successful career within this sector.