Ciaran has worked in the Financial Services ever since leaving University in Manchester back in 2010 where he studied Economics. He spent 9 years consulting in the Financial Services industry working for two of the Big 4 firms, Brewin Dolphin, NOW: Pensions and Quilter Cheviot the Investment Management arm of Quilter.

After spending 4 years consulting in Wealth Management and gaining his Financial Advice Qualifications in 2016 he decided to follow his passion in helping people with their Financial Planning. He spent 5 successful years working for Ablestoke where he became a partner of the firm. He decided to start his own business with an ambition to becoming one of the biggest financial advice firms in the country and helping as many people as possible achieve their goals and ambitions.

Ciaran has a keen interest in investment portfolio structures, tax planning and helping families pass their wealth on to each as efficiently as possible. He believes the real value add him and his team offer to any family household is ensuring families are confident that they can achieve all their dreams and feel confident they have a team behind them who will support them every step of the way.

Outside of work, Ciaran loves to travel especially when it includes skiing and cycling holidays and he likes to play the occasional game of Football.

Funfact: Ciaran has a FA Cup Winners medal from when he represented Durham County in his youth.

Ben completed a BSc Econ in International Relations and Politics at Cardiff University and received a Distinction in his MSc in International Relations at the University of Bristol. Ben supports Ciaran working with his clients, helping provide cashflow models, administrative support and will begin taking on some clients in the near future.

Having decided on a career as a Financial Adviser, Ben is now working towards his Diploma in Financial Planning and hopes one day to become a Financial Adviser and then a Chartered Adviser and a Fellow of the PFS.

Ben was born in Oxford and recently moved to London. Outside of work he likes to indulge his keen interest in history.

Robert is an ambitious finance professional in training, developing expertise in financial planning and wealth management. Robert joins the team and will work closely with Ben and Ciaran. Robert will support Ciaran and help him with his annual check-ups with his clients ensuring that clients feel confident they will achieve their goals.

With a strong background in data analysis and a passion for helping clients make informed, secure financial decisions, I’m building the skills to navigate a rapidly evolving financial landscape. I’m particularly interested in how technology can enhance, not replace, the personal trust that underpins great financial advice. Alongside my professional development, I have competed internationally as a table tennis athlete, an experience that has instilled discipline, focus, and a results-driven mindset.