Brendan is an Independent Financial Adviser with two years of advisory experience in the UK, supported by a year as a Financial Analyst and five years of advisory experience in South Africa. His diverse professional journey, including time as a former professional golfer has shaped his disciplined, goal-driven approach to financial planning and client service.
With focus on private-wealth advisory, Brendan works closely with individuals and families to help them define and achieve their financial goals and aspirations. He is dedicated to understanding what truly motivates his clients, enabling him to craft tailored strategies that support meaningful outcomes such as long-term wealth growth, retirement readiness, investment confidence, and financial security for future generations.
Brendan is committed to helping clients build the financial foundations that enable them to live the lives they aspire to.
Expertise
- Wealth management
- Investments
- Pensions and retirement advice
- Family & personal protection
- Business protection
- Charity investments
- Trust planning
- Estate planning and inheritance tax advice
- Professional services advice with regards to divorce, trustee and court of protection cases
Career & memberships
- Diploma for Financial Advisers DipPFS August 2022
- Member of the CII