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!

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.

Leonie Lowndes
Leonie Lowndes

QFA

Administration Manager

Leonie joined Tara Financial in 2022 as our Administration Manager. With over 20 years experience in the financial sector, she has worked with multi-nationals such as IBM, Microfocus and Accenture in accounting, project consulting and leadership 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.