Meet Our Team

Let us introduce ourselves.

Experienced, approachable, and results-oriented, our expert-led team is dedicated to providing you with the security, peace of mind, and freedom you deserve. We provide you with the knowledge and tools to allow you to carve your own path by simplifying this journey for you so that you can make informed decisions along the way.

We’ll help you plan your individual financial journey and remain in your corner as your financial coach as you navigate through your different life stages. We want you to feel confident knowing that we have your best interests at heart.

We’re all about the human approach.

Dealing with your finances can be a daunting experience, but working with authentic people who understand you at Tara Financial helps to alleviate the stress. We understand that this is a crucial decision for you, particularly if it is your first time availing of a financial planning service. We also know you may be concerned about being ‘sold’ something that isn’t right for you.

Your best interests are at the heart of what we do, and each member of our team has values aligned with our ethos. It’s important to us that we build a team of financial advisors who understand your unique financial situation and tailor a personalised plan to help you achieve your short, medium and long term goals.

Although each member of the Tara Financial team is qualified in their field, it’s our passion and love of the job that sets us above the competition.

Conor Martin
Conor Martin

BA (Econ), QFA, CFP

Managing Director

Tara Financial was founded by Conor Martin in 2014. Conor’s purpose in creating the firm was to remove stress and worry for clients, by helping them to understand and manage their finances.

How does he achieve this?

By providing a personal, professional and financial advisory service supported by over 25 years combined experience in Capital Markets, Banking, Investment and Wealth Management working for Bank of America, AIB, Davy and Smith & Williamson throughout his career.

With an impressive track record over the years, Conor has extensive financial products knowledge and advises on all aspects of pensions, wealth management, succession/estate planning, protection and retirement planning, presenting clients with a clear strategy and execution plan, giving them comfort and security about their financial present and future. He has also achieved the internationally recognized Certified Financial Planner (CFP) accreditation.

In his own time, Conor is also a keen sportsman, having won two All-Ireland Senior football titles playing for Meath in the 90’s, (as a goalie – so you’re certainly in safe hands!) Conor also enjoys coaching underage GAA teams and is a self-confessed fine-weather golfer (when we’re lucky enough to get the fine weather in Ireland).

Níamh Kelly
Níamh Kelly

QFA, RPA, PTP, SIA

Director / Head of Compliance

Níamh is a Qualified Financial Advisor with 9 years of industry experience, and joined Tara Financial in 2015 from the investment bank, HSBC in the UK. Having previously worked as a relationship officer on HSBC’s Premier Clients desk, Níamh now specialises in helping individuals and companies examine their immediate and long-term financial situation with the goal of creating and executing a Financial Plan that evolves as they do.

Passionate about customer service and client satisfaction, Níamh manages the day-to-day running of the office, ensuring all clients receive the exemplary service that is central to Tara Financial’s mission.

Away from the office, Niamh has studied and achieved a degree in Dance and Theatre and is a lover of the arts. She can often be found in a theatre – although these days it is always in the audience!

Kenny Morgan
Kenny Morgan

QFA, MBS

Senior Financial Planner

Kenny is a Qualified Financial Adviser with an MBA in Business Practice. With over 20 years industry experience, Kenny has enjoyed a variety of roles within the Financial Service Industry spending the larger part of his career in management roles within Bank of Ireland Retail Banking.

As a Commercial Branch Manager & Business Relationship Manager, Kenny has built up a comprehensive knowledge in all areas of Financial Planning and services and is able to transfer these skills and knowledge to deliver a high-quality service to Tara Financial clients. Specialising in Wealth Management & Lending, he will help your money work better for you.

Sports-mad Kenny switches off through GAA and enjoys coaching underage teams at his local club, Trim GAA.

Lisa Coghlan
Lisa Coghlan

BBS, QFA

Financial Planner

Lisa’s career in financial services began in 2013 after graduating from Maynooth University with an honours degree in Business & Management. Always a lover of the Financial Industry, Lisa worked in a variety of roles including Risk & Compliance and Credit & Business Banking, before adding to her qualifications by becoming a Financial Advisor.

Lisa is passionate about promoting financial education and simplification so that Tara Financial’s clients feel confident and comfortable when making decisions that are right for them.

Not one to sit still for too long, Lisa can often be found at the gym, hiking or at a boxing class. When she does take a breath, it’s to read a book or board a plane to jet off on her next adventure.

Elaine McGee
Elaine McGee

QFA, RPA

Office Manager

Elaine holds the position of Office Manager in Tara Financial and is the backbone of the office, ensuring the smooth running of day-to-day business.

A graduate of Trinity College Dublin, Elaine achieved a Bachelor of Science in Management and has worked in the financial services industry for the past 25 years. Elaine’s experience comes from a variety of roles, from Senior Business Development Manager to Mortgage Advisor. She became a Qualified Financial Advisor in 2010 and qualified as a Retirement Planning Advisor in 2021.

Elaine loves a fitness challenge, having completed Hell and Back an impressive seven times. She is also passionate about giving back to the community and works with the Special Olympics club in her hometown of Trim, helping them to achieve their swimming goals.

Leonie Lowndes
Leonie Lowndes
Administration Manager

Leonie is an Administration Manager at Tara Financial and is currently studying towards her QFA designation.

With over 20 years’ experience in the financial sector, Leonie worked with multi-nationals such as IBM, Microfocus and Accenture in accounting and project consulting roles. In recent years, she worked in the Personal Insolvency field assisting clients in financial difficulty to return to solvency.

The body and mind is of particular interest and importance to Leonie and in her spare time, being a qualified Advanced Pilates instructor, she enjoys teaching clients of all ages and abilities to develop and maintain positive mental and physical wellbeing.

Let Us Help You

 

Don’t know where to start? Unsure about the ‘right’ questions to ask?
Join us for a complimentary consultation to see if we’re the right fit for each other.

Let’s start by having an open & honest conversation with you so that you have a clear view of what you’d like to achieve and explore your options.