Meet the Team Stephen is a fellow member of the internationally recognised accountancy body ACCA – the Association of Chartered Certified Accountants. He trained in PricewaterhouseCoopers, one of the largest professional services firms in the world, where he developed the knowledge and critical skills in financial analysis, risk & business management, strategic thinking, and data analytics…Read More Stephen Heffernan FCCA, CFP®, Bcomm, SIA, RPA, QFA Managing Director Shirley is a member of Chartered Accountants Ireland and is a Certified Financial Planner™. She is a firm believer that being qualified to the highest standard is essential in providing expert advice to her clients. She has spent eleven consecutive years studying, starting from her college degree, through to her Masters, followed by her Chartered Accountancy qualification..Read More Shirley Heffernan ACA, CFP®, MSc, BA, SIA, RPA, QFA Director Christy is a senior financial planner with a long-lasting established legacy in the financial services industry. Christy has a rich wealth of knowledge and experience which spans over 36 years and has a proven track record of delivering exceptional results for his clients.Whilst first working with New Ireland..Read More Christy Heffernan QFA, RPA, PTP, APA Senior Financial Planner
