Meet the Team – Your Trusted Financial Experts

Founder - Financial Planning Matters & BeatTheBank.ie

LinkedIn

Niall started his career working for one of the largest financial advisory firms in Ireland. He gained experience advising private clients and corporates on a number of complex financial matters and soon established himself as one of the groups leading young financial advisers.

During this time, Niall became one of the few advisers in Ireland to attain the CERTIFIED FINANCIAL PLANNER™ professional qualification, the hallmark of excellence in the financial planning profession.

After several years working for a large organisation, Niall decided to go on secondment to the largest bank in Ireland to broaden his knowledge and experience. He continued to help a diverse range of clients across all aspects of their financial planning and developed particular expertise in pension advice and investment planning.

As time went by, Niall felt there was a better way to deliver financial advice. One that helped people make sense of their finances without the confusing jargon or eye-watering charges. One that was approachable, reliable and accessible – not just reserved for the super-wealthy. Niall decided to launch Financial Planning Matters – a company dedicated to going ‘above and beyond’ for every client.

On a day-to-day basis, Niall advises busy professionals and their families on how to make the most of their money. His area of expertise includes retirement planning, tax mitigation, pension options and investing for the future. Outside of the office, Niall is a UEFA licenced coach and can often be found on the soccer pitch, coaching the next generation or on the golf course, losing golf balls. Alternatively, Niall enjoys spending time with family and good friends.

Director of Operations - Financial Planning Matters & BeatTheBank.ie

LinkedIn

With over 25 years of experience in the financial services industry, Sharon is an accomplished leader with a proven track record of success in operations management. With 14 years experience dedicated to improving operational efficiency, Sharon has consistently driven excellence in customer service, pushing organisations to achieving best in class 5 star ratings and fostering innovative solutions. Her expertise lies in streamlining processes to deliver outstanding outcomes, empowering teams, and exceeding client expectations.

Sharon is passionate about leading change and delivering impactful results, leveraging her deep knowledge of the industry to enhance every aspect of operational performance.

Outside of her professional life, she is a busy mum of two, who enjoys walking & live music which allows her to bring a balanced perspective to her leadership style.