Our Team2020-06-15T14:22:02+00:00

Our Team

Conor Martin
BA (Econ), QFA, CFP

Managing Director

The firm was founded by Conor Martin in 2014 to provide a personal, professional and financial advisory service helping clients and their families to achieve their financial objectives.

Conor has over 23 years combined experience in Capital Markets, Banking, Investment and Wealth Management working for Bank of America, AIB, Davy and Smith & Williamson throughout his career. He has an extensive financial products knowledge and advises on all aspects of pensions, wealth management, succession/estate planning, protection and retirement planning. Conor has achieved the internationally recognized Certified Financial Planner (CFP) accreditation. He is also a keen sportsman having won 2 All-Ireland Senior football titles playing in goals for Meath in the 90’s. Conor also enjoys coaching underage GAA teams and is a self-confessed fine-weather golfer.

Niamh Kelly

Director / Head of Compliance

Niamh is a Qualified Financial Advisor who joined the company in 2015 from the investment bank, HSBC in the UK where she worked as a relationship officer on their Premier Clients desk.

Niamh is one of our advisors who specializes in helping individuals and companies examine their immediate and long-term financial situation, and create a Financial Plan that adapts as they do. Niamh is also in charge of the day-to-day running of the office and has a passion for delivering a high level of service by working with clients to help them achieve their goals and ambitions. Niamh also has 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

Senior Financial Advisor

Kenny is a Qualified Financial Adviser with over 17 years’ experience in various roles within the Financial Service Industry. The majority of his career has been spent 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 including Wealth Management & Lending. Kenny has recently completed a Masters in Business Practice, through the Irish Management Institute. To relax, Kenny helps out with his local GAA Club in Trim. He has also been actively involved with underage football for Meath Gaa over the last number of years.