Our Team
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Eanna McCloskey Eanna has over 29 years’ experience in the financial services industry with over half of this time spent at executive level in various organisations. Eanna is an acknowledged technical expert, a Revenue approved Pensioneer Trustee and is a Fellow of both the Chartered Insurance Institute (CII) and the Life Insurance Association (LIA). Eanna has been an invited speaker by the Department of An Taoiseach to address Government initiatives on improving customer service in the public sector. For the last 10 years Eanna has been responsible for the strategic direction of Wealth Options that has seen the company grow to become one of the most recognised brands in the provision of product solutions to financial brokers in Ireland. "Our team at Wealth Options aim to provide personable contact with our customers. We see ourselves as being in partnership with financial brokers. We treat people with respect and courtesy, and want to deliver fast, accurate, and efficient service. There is no place in the modern business environment for remote, inefficient and uncaring service. Wealth Options will provide new standards for old values." |
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Brian Flynn Director Brian began his career with AIB Bank in 1986 moving to its life insurance subsidiary Ark Life after a successful stint in branch banking. Brian moved to Scottish Provident as Broker Consultant in 1995, was promoted to Area Manager (North West) in 1999 and became national Pensions Sales Manager in 2001. He is a Pensioneer Trustee and is generally regarded as one of the most informed and knowledgeable professionals in his field. He has extensive contacts in both the Broker market and Life & Pensions Industry. Brian is spearheading the Wealth Options sales drive and is identifying quality business opportunities with key intermediaries across the nation. His enthusiasm for the future role of Brokers is infectious; "Brokers are responsible for the majority of the Pension and Investment business written in Ireland. They are more involved in advising consumers on the most complex financial transactions. Irish people like face to face advice and are increasingly turning to qualified advisors to help them manage their wealth. Brokers are the only independent advice choice for consumers and we can be an important ally to both for the future." Email: brianflynn@wealthoptions.ie |
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Brendan Ashby Product Development Director - Dublin South Region Originally from Zimbabwe, Brendan completed his degree as a BSc in Finance and marketing from the university of Alabama in the United States. As well as providing Business Development support to the brokers on his panel Brendan is part of the structured product design and development team at Wealth Options. His expertise and relationships with Domestic and International Investment Banks have been instrumental in bringing some of the most innovative structured products seen in the Irish Market.
Phone: 087 2418593 |
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Pat Herlihy Business Development Manager - South West Region Pat has many years experience in financial services. His early career was in engineering having completed his studies in Sligo RTC. Pat's introduction to financial services was as a sales agent with New Ireland Assurance. In 2001 he moved to Scottish Provident as a Broker Consultant working with intermediaries in Kerry, Limerick and North Tipperary. Following Abbey Nationals decision to close Scottish Provident for new business in 2003 he worked with FBD Life as a Financial Advisor in the north Cork offices at Mallow and Charleville. In November 2003 he returned to the role of Broker Manager with Canada Life and has been working with intermediaries in Limerick and Clare. Pat has the QFA qualification and is a former LIA education officer and chairman for the Limerick region. Pat has delivered seminars to intermediaries on the areas of pensions and property purchase via Small Self Administered Pension Schemes and Unit Trust's on behalf of the LIA and also to clients of various intermediaries. In November 2004 Pat successfully completed his studies for the IPAV auctioneering qualification achieving the mark of Merit across 6 subjects, and has recently been accepted as a Member of IPAV. Pat joined Wealth Options bringing with him a wealth of experience having worked in all of the areas of financial services. He recognises that Wealth Options can bring the type of products and innovations to the Broker market that will enhance and develop their business in new areas and is enthusiastic about helping the broker market to take on the new challenges that they face.Phone: 087 6949112 Email: patherlihy@wealthoptions.ie |
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Deirdre Sheils Head of Development and Investments Deirdre joined Wealth Options in 2006 heading up the Exempt Unit Trust Services Division adding to the Wealth Options product portfolio. This niche service allows Ireland 's broker and financial advisor community to brand and promote their own bespoke pension products. Since 2011 she is a broker consultant for Wealth Options Ltd for the Midlands & North Eastern region. Deirdre held a variety of senior roles within FBD Life & Pensions, Aon Consulting, and Merrion Stockbrokers, before joining Wealth Options. She is also a Fellow of the Life Insurance Association, has completed the Irish Stock Exchange Registered Representative examinations and commenced an Investment Management Diploma with Dublin City University.
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Dave Dennis
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Cillian O'Dea Business Development Manager Cillian O'Dea graduated with an Honours Degree in Financial Services from the National College of Ireland. He joined Wealth Options in September 2009. After a six month term in an administration role in the office he was promoted to broker consultant in the Dublin area. He believes with his degree in Financial Services and the full suite of pension and investment products Wealth Options provide he will thrive in this role. Cillian is very much committed to focusing on providing Brokers in his area with a top class service.
Phone: 086 2054243 |
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Kieran Crosse Having worked in Financial Services for over 30 years, Kieran brings a huge amount of experience to the role. His background is in Banking, Life assurance, Wealth management and Deposits. This brings a depth of knowledge which allied to his belief that the provision of sound independent financial advice and excellent customer service greatly enhances the strength of the team. He is a Qualified Financial Advisor and holds a Diploma in Pension planning. Kieran is committed to the provision of needs based advice and supporting the broker market by providing product, support and delivery of excellent customer service.
Phone: 086 9892525 |
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Louise Graham Business Development Manager – North West Area Louise, a Qualified, Financial Advisor has joined Wealth Options, with over 9 years’ experience in the Financial Services industry. She has previously worked in brokerage, having worked as a Financial Advisor in the Donegal area. Louise believes that her previous experience in brokerage, will enable her to provide a supportive and high quality service to the brokers in the North West area.
Phone: 086 1990926 |
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Chris Rooney Chris joined Wealth Options pension administration team in 2013 and went on to work on the SSAP, PRB, and ARF teams during his time in the office. This experience, coupled with his Bachelor’s Degree awarded from National University of Ireland, Maynooth, and his status as a qualified financial advisor, empowers him to provide the brokers in his area with the highest quality service.
Phone: 085 149 4661 |
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