The LHW Team
Founded over 40 years ago by my late father Ian, LHW continues the mission of helping you achieve your financial objectives. We guide and advise you through your lifetime financial journey, providing peace of mind that you are in safe hands.
We help you identify your desired outcomes and analyse the challenges that will present themselves along the way.
First we meet and then we agree a plan, ensuring you are crystal clear each step of this journey. Trust and transparency is at the heart of our relationship with you the client. This foundation coupled with a personal service ensures that a relationship is an enduring one.
We look forward to outlining how our experience and expertise can help you achieve your goals.
Alan is responsible for the strategic development of LHW as a financial advisory firm of choice for discerning clients. He has built a team of expert advisors committed to delivering enduring value to our clients. Alan is also a very experienced financial planner.
Tel: +353 1 217 0131
Maurice is a Corporate Pension consultant specialising in restructuring staff benefit schemes. He has particular expertise with complex defined benefit schemes. Maurice also develops effective investment strategies for groups and individuals. He is a Fellow of the Irish Institute of Pensions Management and the L.I.A.
Tel: +353 1 217 0133
CERTIFIED FINANCIAL PLANNER
John is passionate about delivering world class financial planning to business owners, professionals and astute investors. John qualified as a Certified Financial Planner in 2015. Other qualifications: QFA, Graduate Diploma in Financial Planning, LIA Pensions Diploma and a Corporate MBA from DCU.
Tel: +353 1 217 0130
CORPORATE CLIENT EXECUTIVE
Cara joined LHW in 2001 having previously worked in large Insurers both here and abroad. Her expertise is in the area of Group Pension Schemes as well managing our Corporate Clients other needs such as Group Risk. She holds a B.A. from UCD.
Tel: +353 1 217 0136
CLIENT SERVICE EXECUTIVE
Valerie’s key role is to deliver on the LHW promise of service excellence. With 20 years’ industry experience Valerie knows how to get things done in an efficient and timely manner on behalf of LHW clients.
Tel: +353 1 217 0130
CORPORATE PENSION CLIENT EXECUTIVE
Roisin joined LHW Financial Planning in 2015 from Wealth Options where she worked as a Pensions Administrator. She holds a QFA and is currently studying for a Diploma in Pensions and Policy management.
Tel: +353 1 217 0192