We are: Gerry Natasha Karen
The right relationship
is everything.
About Us
We are a team of financial planners dedicated to providing the highest standard of financial advice to individuals, families and businesses all over Ireland.
Gerry O’Brien
BComm, MBS, QFA | Managing Director
A graduate of UCC with a Bachelor of Commerce and Masters Degree in Business Economics, Gerry began his career with Deutsche Bank in Dublin’s IFSC. He then worked with Cornmarket advising the public sector on retirement planning. From 2004 Gerry has been the Managing Director of two successful brokerages until taking on a new role with Wealth Management Concepts in 2016. Gerry is a Cork native and is married with three children.
Natasha Porter
QFA | Financial Advisor
As a Qualified Financial Advisor Natasha has been working in the industry since 2003. In the years since then she has gained extensive experience in the Financial Services & Mortgage Market. Natasha’s knowledge in dealing with the country’s largest insurance companies and lending institutions is fundamental for us to provide a thorough and professional service to all our clients. Natasha lives in Cork and is married with three young children.
Karen Ryan
BBS, QFA | Financial Advisor
Karen is a highly qualified and experienced financial advisor that has over 12 years in the Financial Sector. She has gained huge knowledge and experience in the industry and places a strong emphasis on ensuring that our clients are provided with a highly professional level of service. Karen and Gerry have been working together since September 2013 and over the years she has grown to become an integral part of our team. Karen holds a Degree in Business & Finance from Limerick Institute of Technology and is a Qualified Financial Advisor. Karen is a native of Limerick, she has been living in Cork for over 10 years and is married with two young children.
