Brendan O’CiobhainFounder & CEO
Brendan has worked in financial services for the last 30 years in various client-facing roles and, along with being the Managing Director, continues to provide financial planning advice to the firm’s clients. He is a Chartered Financial Planner and a past President of the Personal Finance Society, the main professional body for financial planners in the UK.
He lives in Berkshire with his wife Sally, his two sons, Jake and Harry, having flown the nest. As well as being a founder of Phoenix Wealth Management Limited, he is a keen sailor and hopes to be able to sail a leg of the 2019-20 Clipper Round The World Race next year after the original race was postponed due to the Covid-19 pandemic earlier this year.