Based in the City of Armagh, I provide wealth management advice to clients throughout the country.
Prior to joining the financial services industry, I completed an accountancy degree at Queen’s University Belfast which complements the financial advice roles I held in WHR Accountants until the creation of WHR Wealth Management Ltd.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Outside of my business, I dedicate most of my time to my family and try to squeeze in some occasional travel and voluntary work for a local NGO. Charity is also important to me and I regularly donate to a variety of causes.
After graduating from university I decided to complete professional qualifications in Financial Advice rather than Accountancy progressing quickly to Certificate level, then Diploma level and now hold Chartered Financial Planner status - a clear differentiator when selecting a professional adviser.
Given my accountancy background I see my approach as one of problem-solving for the client. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.