Cian has worked in the financial services Industry for more than 11 years. Cian works closely with our clients to ensure that they achieve their goals in the areas of Wealth Management and Finance Planning. He assists them to plan and construct investment portfolios that best suit their risk profile in order to fulfil their investment needs.
Cian specialises in portfolio construction for clients to ensure that their investment portfolios are consistent with their risk profile and volatility tolerance. He will invest time in his clients in order to define their risk profile and construct an investment portfolio in line with the mutually agreed risk profile and volatility tolerance identified.
Shane has worked in the Financial Services Industry for over 23 years. He has worked for both Irish and Worldwide based companies and has built up a wealth of knowledge and experience from dealing with companies, high net worth and professional individuals on a one to one basis.
Shane works closely with clients to construct investment portfolios in accordance to their risk profile and volatility tolerance, predominantly in the area of pensions.
He has assisted a large number of employers with the set up and administering of employer sponsored pension schemes and the group risk benefits associated with such schemes. Shane has developed a very strong understanding for the whole area of group risk particularly with medium to large employers and Credit Unions.
Shane has worked in the Financial Services Industry in Ireland for more than 10 years and in that time has gained a wealth of knowledge and experience in the Protection Market. Shane strengths lie in his ability to fully understand an individual’s needs, goals and objectives. He will review and analyse these needs, research the market and provide you with a tailored solution.
Shane specialises in the areas of Business Protection, Income Protection and Sports Insurance. He will support you throughout the decision process and ensure that all transactions will be carried out in an efficient and professional manner to maintain what we like to call "a client centered service".
Tracey has been working in Financial Services for more than 14 years, and during this time has worked for large international brokers as well as focused specialists. Tracey has over 6 years experience in the operation of large group risk schemes, particularly with Credit Unions and in the International sports marketplace. As a Qualified Financial Advisor and a Licentiate of The Compliance Officers of Ireland, Tracey has expertise that enables Meritus to bring accurate, focused products to the Irish Insurance marketplace, while ensuring adherence to codes of practices set down by the Central Bank.
Meritus Wealth Management is a dynamic and vibrant company, with an important mix of innovation and experience in its advisory team. Our goal is to give a comprehensive outlook on investments and personal wealth management to our clients, rather than to simply sell financial products. Our core concern is to build, protect and manage your wealth.
83 South Mall
Cork City
Ireland
Ulysses House
Foley Street
Dublin, Ireland
T +353 21 4255390
F +353 21 4277305
E info@meritus.ie
Company Registration No : 334476. Private Company Limited By Shares. Registered Office : 83 South Mall, Cork, Ireland
Meritus is regulated by the Central Bank of Ireland.
