Advisors
Brendan
O’Ciobhain
Founder, Managing Director and Chartered Financial Planner
William
Adams
Financial Planner
Andy
Setterfield
Financial Planner
Investment
Andrew
Shaw
Founder, Head of Research & Strategic Planning
Andrew has worked in financial services for 27 years, originally as an adviser, a role which he continued for several years within Phoenix.
Jennifer
Dackombe
Investment Analyst
Jennifer provides support to the Head of Research on project work within the business.
Research
Tom
McMahon
Research Manager
Tom oversee day-to-day operations within the Research Team, as well as carrying out specialist research work on complex cases such as Trusts and Retirement Options.
Marinela
Dunareanu
Marinela’s Title
Marinela’s bio goes here
Client Services
Daiva
Kamara
Head of Customer Services
Daiva oversees the administration function within both Phoenix Wealth Management and our sister company, Phoenix Temple Wealth Management
Yvette
Walcot-Lewis
Sales Administrator
Yvette is responsible for all day-to-day administration queries, including the implementation of all advice provided and the issuing of new policies.
Denise
Watkins
Paraplanner
Denie is responsible for providing research support to the financial planners
P.A. to the Directors
Angela
Barney
P.A. to the Directors