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