Eanna has over 33 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 16 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 pension product solutions to financial brokers in Ireland. “Our team at Wealth Options aim to provide personable contact with our broker 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.”
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. 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.”
Product Development Director
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
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. 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
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 funds.
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 has completed the Irish Stock Exchange Registered Representative, QFA & RPA examinations.
Phone: 087 6843691
Business Development Manager
Dave, a Qualified Financial Advisor has been with Wealth Options for 9 years with over 20 years experience in the Financial Services Industry. He has gained experience working in the UK and Ireland, initially in the Occupational Pensions area he has also held roles in Pension Consultancy and latterly worked as a Financial Advisor.
Dave believes that the suite of products that Wealth Options offer allied to his background in the Pensions and Intermediary market leave him well suited to the Business Development Manager role.
Phone: 086 3326318
Business Development Manager
Cillian joined Wealth Options in 2010 after graduating with an Honours Degree in Financial Services from the National College of Ireland. After a short term in an administration role he was promoted to a BDM in the Dublin area. Cillian is a Certified Financial Planner (CFP®) and a Qualified Financial Advisor (QFA). He also holds a Graduate Diploma in Financial Planning from UCD.
An experienced Broker Consultant, with a great knowledge of the pensions and investment industry. Cillian is very much committed to focusing on providing Brokers in his area with a top class service.
Phone: 086 2054243
Business Development Manager – South East Area
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
Wealth Options Ltd is regulated by the Central Bank of Ireland.