Brendan Bartley

(Managing Director)

Brendan leads our team of Qualified Financial Advisors and has a wealth of relevant experience. He specialises in personal financial planning and taxation and has advised many of Ireland’s top executives in plc and MNC companies, as well as successful professionals and SME business owners. He is a thought leader and a recognised innovator in the financial wellness space.

He previously enjoyed exciting roles with PwC (> 18 years, as a Director, Tax - Pensions), Aviva, PGL Accountants and The Revenue Commissioners. He’s an Associate of The Irish Tax Institute, a Chartered Tax Advisor, a Qualified Financial Advisor, and a Fellow of The Life Insurance Association. He loves presenting and lecturing in his specialist areas, which he has now done for over 2 decades.