Our Team

 You deserve a personal, available relationship with your wealth advisor and the team taking care of you. Your passions, challenges, and life experiences inspire and drive us to make the extraordinary ordinary for you every step of the way.

Directors

Keith+Liggett.jpg

Keith Liggett

Managing Director
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Gillian+Rea.jpg

Gillian Rea

Operations Director
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Associate Directors

Paul Neely

Associate Director
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Alex Price

Head of Business Development
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Jonathan Gillespie

Associate Director
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Ela Harbison

Associate Director
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Head of Business Development

Advisers

Our team of expert advisors bring a lifetime of unrivalled experience in what it takes to accumulate and pass on wealth.

Keith Liggett

Managing Director / Adviser
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Paul Neely

Associate Director / Adviser
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Jonathan Gillespie

Associate Director / Adviser
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Dermot Cleere

Adviser

Richard Creane

Adviser
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David Lyons

Adviser
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Mike Berry

Adviser
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Alex Price

Adviser
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Administration & Client Services 

Encounter the dedicated perfectionism of our team, who only tolerate the highest standards when it comes to your service.

Susan Clarke

Personal Assistant to the Board
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Annette Dawson

Office Team
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Catherine Wustrow

Catherine Wustrow

Office Team
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Lisa Spruce

Office Team
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Jan Calwell

Office Team
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Sarah Dawson

Office Team
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Abigail Baker

Office Team
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Alison McCann

Office Team
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Ryan Dowling

Office Team
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Paraplanning 

Ela Harbison

Associate Director / Paraplanning Team
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Scott Coates

Paraplanning Team

Mark Blaney

Senior Paraplanner
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Paul Wright

Paraplanning Team

Lisa Walker

Paraplanning Team
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Stuart Musgrave

Paraplanning Team
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Business 

Richard Creane

Richard Creane

Business & IT Manager
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Natalie Magee

Corporate Benefits
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Marketing 

Susan Clarke

Marketing Team
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Account Management 

Daniel McKernan

Accounts Manager
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Business Development

Alex Price

Head of Business Development
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Garth Maxwell

Business Development Associate
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Questions before getting started?