David is a Qualified Financial Advisor, Pension Trustee Practitioner and holds a Bsc in Business & Finance. He has worked in a number of different roles in pensions in his 20+ years in the industry. He began his career as head of administration and client servicing for a large self-directed pension provider and was involved in the introduction of a variety of self-directed structures to the market during that time.
He then spent a number of years working in the advisory side of the market providing pension and investment advice to high net worth clients, which led him to establish Quest Capital Trustees as he believed that a purely service based self-directed pension provider was missing in the market. He now aims to focus on the continued growth of Wealth Options Ltd whilst maintaining the highest level of service to you and your clients.
Paul qualified as an accountant in 1999 and as a tax consultant in 2002. He also holds a Diploma in Pensions from the Life Insurance Association (LIA), also awarded in 1999, and a Diploma in Trust and Estate Planning jointly awarded from the Law Society and Society of Trust & Estate Practitioners (STEP) in 2006.
He started his career in banking before moving to a Big 4 accountancy firm and after several years he moved to the pensions industry and since then has held a number of senior management roles in his 20 + years in the industry. He has been co-author of the Irish Taxation Institutes book ‘Pensions: Revenue Law and Practice’ since circa 2006 and has written and lectured extensively in all areas of pensions.
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
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 – 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
Business Development Manager
Ian has worked in the life and pensions industry for over 25 years. Starting his career as a Wealth Manager with Irish Permanent Life and Pensions, then joining Zurich as a Broker Consultant. After 6 years he joined Bank of Ireland Life as a Pensions Manager. In 2017 Ian joined Black Bee as a Business Development Manager in the Munster area where he built up a very strong support base with the Brokers.
Ian is bringing this wealth of knowledge and experience to Wealth Options where he believes the alternative investment market and the Self-Administered Pension market is still at its very early growth stage and offers real opportunity for Brokers to build strongly diversified portfolios for their clients.
Phone: 087 140 4455