Paul joined Clinch Wealth Management in April 2017 as a Portfolio Manager. He joined us from Bank of Ireland Private Banking with over 14 years wealth management experience. Paul initially worked in the Financial Planning and Pension Planning units before moving into client management where he worked as a Portfolio Manager for over 12 years. Paul holds an L.L.B degree awarded by Cardiff Law School. He completed the Graduate Diploma in Financial Planning through UCD and has attained the Certified Financial Planner (CFP) designation. He is a Qualified Financial Advisor (QFA), Specialist Investment Advisor (SIA) and also holds the Registered Stockbroker designation.

Marie joined Clinch Wealth Management in September 2024. Marie holds a BA Hons in Economics from UCD, an MSc in Economics from City, University of London, along with qualifications as a CFP and QFA. With 20 years of experience in financial planning, pension and investment advice and inheritance planning, she is dedicated to a client-focused approach that emphasises wealth preservation and growth.

Ciaran joined Clinch Wealth Management in 2019 as a Portfolio Manager. He has worked in the financial planning and wealth management industry for over 17 years. Ciaran previously worked with BDO Simpson Xavier, Bank of Ireland Private Banking and Acumen & Trust. He holds a Bachelor’s degree in Accounting & Human Resource Management, Graduate Diploma in Financial Planning and MSc in Financial Services from University College Dublin and has numerous qualifications including Qualified Financial Advisor, Certificate in Stockbroking, Retirement Planning Advisor, Specialist Investment Advisor and Certified Financial Planner™. Ciaran advises on all aspects of financial planning such as Pensions, Investments, Protection, Retirement and Estate Planning.

Peter joined Clinch Wealth Management in September 2017 as a Portfolio Manager. Peter has worked in Financial Services for over 36 years, starting his career as analyst and dealer in Bank of Ireland’s Treasury Division. He moved to Bank of Ireland’s Fund Management arm as an investment advisor and then as product development manager. Peter has been providing wealth management advice to clients since 2001, as a Manager with Bank of Ireland Private Banking and as a Wealth Manager with ACC/Rabobank. Peter is a QFA, holds a Diploma in Accounting & Finance (ACCA) and is a Graduate of the Marketing Institute.

Sheenagh joined Clinch Wealth Management in August 2021 as a Financial Planner. She joined us from Prosperous Financial Planning where she worked for over three years. Prior to that she worked in AGF International Advisors, a Canadian Mutual Fund Company, for sixteen years. She initially worked as an Investment Analyst and progressed to the position of Senior Portfolio Manager on a European Equity mandate. Sheenagh holds an M.A. degree awarded by University College Dublin. She is an Associate of the Society of Investment Professionals (now CFA UK). She completed the Graduate Diploma in Financial Planning through UCD and has attained the Certified Financial Planner (CFP) designation. She is a Qualified Financial Advisor (QFA).

Donal Joined Clinch Wealth Management in 2021 as a Portfolio Manager. He has over 27 years’ experience as a Relationship Manager and Investment Professional with extensive experience in investment communications. Donal joined us from Bank of Ireland where he worked in roles in Bank of Ireland Investment Markets, Private Banking and Bank of Ireland Asset Management. Prior to that he worked in EBS Asset Managers. He holds a BA in Economics from University College Dublin and an MSc in Investment & Treasury from DCU, he is also a QFA and ASIP. Donal advises on all aspects of financial planning and is also an expert in cashflow modelling analysis. His experience has helped him become accustomed to the needs and requirements of high-net-worth individuals.