Bryan has worked in the financial services sector since 2002. He holds a MSc in Financial Services from UCD, is a Certified Financial Planner (CFP®) Bryan joined Harvest Financial Services in 2021 having previously worked in Senior Manager roles within Bank of Ireland and Ulster Bank Group
Bryan provides advice to high net worth individuals on their overall financial planning strategies including the areas of retirement planning, investments and protection.
John joined Harvest in 2022, having held the role of Senior Financial Consultant with Mercer Private, Jardine Lloyd Thompson Private Wealth and Bank of Ireland Life. John holds the internationally recognised designation of CERTIFIED FINANCIAL PLANNER™ CFP® Professional. A Trusted Advisor with 20 years’ plus experience in the Irish Financial Services, Banking and Wealth Management sectors. John holds a Masters in Financial Services from UCD is a Specialist Investment Advisor (SIA) , Qualified Financial Advisor (QFA), Licentiate of the Institute of Banking (LIB) and a Bachelor of Arts from NUI Galway. He has learned the importance of continuously building knowledge and abilities in a rapidly changing financial world. John provides investment and retirement counselling to Harvests’ long-standing clients, Business Owners, Directors, and their families. A key advocate for “Financial Life Planning.
John’s approach provides clarity & direction to clients’ key financial decisions. Helping organise and prioritise their personal financial goals, plan and protect their financial future by putting structures and solutions in place for life’s major milestones.
Greg has worked in the financial services sector since 2007. He joined Harvest Financial Services in 2022 having previously held long-term positions with New Ireland Assurance before moving into operations and advisory roles in brokerage. Greg is a Qualified Financial Advisor (QFA) and holds a diploma in Retirement Planning Advice (RPA).
Greg’s background is very much circled around client experience and relationship management. His role is to provide guidance and advice in the areas of retirement planning, investments and protection
Shane has worked in the financial services sector since 2010. He holds a Bachelor Degree in Business Studies and is a Qualified Financial Advisor (QFA). Shane joined Harvest Financial Services in 2017 . Prior to working for Harvest Financial Services Shane worked for Zurich and Northern Trust. Shane is a keen Tipperary hurling supporter and represents his local team in same.
Brendan has over 24 years’ experience working in the financial services industry. Prior to joining the Compliance Department in Harvest Financial Services in 2013, Brendan spent a number years working in legal and compliance roles.
Brendan is a Fellow of Compliance Institute, a Licentiate of The Institute of Banking, a Certified Financial Crime Professional and a Certified Data Protection Officer. Brendan is also a Qualified Financial Advisor, a Fellow of the LIA, a Credit Union Advisor, an Accredited Product Adviser (Consumer Credit and Personal General Insurance), a Registered Stockbroker, a Retirement Planning Adviser and a Pension Trustee Practitioner. In addition, Brendan is a Revenue approved Pensioneer Trustee.
Brendan holds a Bachelor of Arts (Economics and Sociology) from Maynooth University, a Higher Diploma in Business from the Dundalk Institute of Technology and a MSc in Compliance from University College Dublin.
Erica joined Harvest in 2011 and has over 10 years’ experience working in the Operations department in both Pensions administration and Leadership roles. She graduated with an Honours degree in Business Studies, is a Qualified Financial Advisor (QFA) and a Pension Trustee Practitioner (PTP). Erica holds a Level 9 Diploma in Strategic Management in Financial Services and a yellow belt certificate in Lean Six Sigma practices. Erica is on the pathway to completing her Masters in Financial Services. Erica has a passion for Ballet and is classically trained. In her spare time, she can be found teaching children’s ballet classes for both exams and local performances.