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Adviser

At Courtiers / Background / Experience

With a BSc in Business Management and a background in hospitality, Declan’s accustomed to listening carefully to clients’ needs.

Declan says, “Understanding objectives is the first step in developing a wealth management strategy and a successful ongoing client relationship. When meeting clients for the first time, we have to listen more than anything. This allows us to get to know who our clients are, to really understand and appreciate their circumstances and goals and respond as we need to.”

In October 2019, Declan successfully completed his Diploma in Financial Planning to become a qualified adviser.

Outside Work

Travel, time with family and a variety of sports, especially semi-professional football (when not injured!) and skiing (when not injured!) all keep Declan occupied outside work.


Personal Wealth Management

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