For over 20 years, we have provided first-rate advice in an industry that is in a constant state of flux. Because things are always changing, we believe that it's the people who count. Continue reading to find out more about us.
PHIL FARRELLY - QFA, SIA, GRAD. DIP (Financial Planning) CFP ® | Certified Financial Planner TM |
Phil is a QFA, SIA (Specialist Investment Advisor). He holds the Grad DIP (Hons) in Financial Planning from UCD. He is also qualified as a certified financial planner (CFP) which internationally represents the highest level of professional practice.
Phil loves working in finance because he knows that he can make a big difference to his clients lives. He simplifies a complex subject and gives clients answers to the really important questions.
Les is a Certified Financial Planner and Director at Mason Wealth Management.
He helps business owners and professionals to understand the importance of money and what it can do for them. He has helped his clients over the years be confident in living the life they really want, without the guilt of wondering if their money will run out.
Martina has been with Mason Wealth Management since June 2010. She has over 25 years’ experience working within insurance brokerages and previously worked in Marsh & McLennan, Liberty Asset Management, Doyle Pension Management and Brennan Reynolds & Woods. Martina has had a varied career within the financial services industry and is qualified as an APA in Protections, Pensions, Investment and Loans.
HAZEL HOWARD – BSC (Hons) QFA
Hazel holds a Bachelor of Business Studies in Services Marketing from the institute of Technology as well as the UCD accredited Professional Diploma in Financial Advice. She has over 14 years’ insurance industry experience working within a brokerage environment. Hazel joined the Mason team in June of 2016 and enjoys the challenging and varied experience that Mason provides whilst offering a holistic approach to clients in a continually evolving world of financial planning.
CATHERINE SMITH BYRNE - QFA FLIA RPA APA
Catherine has been working within the Life & Pensions Industry for approximately 20 years now. She is a fully qualified Financial Adviser and has completed the bridging exam which allows her to provide advice on Personal General Insurances. Catherine has worked in a number of brokerages and enjoys the diversity that they offer. She has been involved in both sales and administration and this adds to her knowledge in relation to requirements and processes within the Insurance Industry.