Our Story

Our Team


Managing Director

Hugh Maloney


Hugh is the Managing Director of the firm and has vast experience operating in different Financial Services Sectors. He has been advising clients on Wealth Management for over 15 years and previously held roles with Deloitte in Audit and Assurance and Canada Life Pensions. He is highly qualified being a member of the Institute of Chartered Accountants FCA, holds the internationally recognised designation of Certified Financial Planner CFP® and is a Qualified Financial Advisor (QFA). He has an Honours Bachelor of Business Studies Degree and a Masters in Accountancy.


Hugh’s role is to guide the strategic direction of the Firm by growing and developing its current client base. He uses his technical skills and experience to help deliver the best outcome for clients. He ensures the firms Four Fundamental principles are adhered too in all aspects of Financial Planning which brings consistency and transparency to the Firm’s approach.

Beyond Work

Away from the desk Hugh enjoys Family life and all sports in particular GAA and Rugby where he has represented both club, college and county to various levels of success, most notably an Ireland Senior Hurling Medal with Tipperary in 2010 and an AIL Rugby medal with Nenagh Ormond in 2013!


Let’s talk

It all begins with a simple no obligation conversation!