Our Managing Director, Gerry has 30 years experience in financial services, with a particular focus on retirement planning and investment. A Fellow of the Irish Institute of Pension Managers, he is a regular public speaker on financial issues.
Harley has more than 35 years experience in the financial services sector. He was Country Head for BNY Mellon in Ireland until September 2008. Harley had previously spent two years with Mellon as Regional Head for Scotland and also spent time in Melbourne. Until 1999, Harley had been a Senior Vice-President with ABN AMRO working as a career expat in Asia and Europe for 12 years. He is a qualified accountant and holds a Masters from Smurfit UCD. Harley enjoys travelling in his free time, particularly visiting his children and grandkids in London and Melbourne.