About Us

We are a client focused firm and we place significant importance on our relationship with our clients.

We are committed to providing the best possible financial advice, service and support delivered with integrity and professionalism.

Des Conroy – Advising Partner

Des is a vastly experienced financial adviser, he has worked in the financial services industry since 1991 and has owned his own IFA business since 2004. Des provides advice in a number of areas including pensions and investments, retirement and inheritance tax planning.

 Phil McIlvenny – Adviser

Phil has a background in Finance through studying the subject at Queens University Belfast and completing his degree before venturing into the world of banking. He spent one year in London before returning to Belfast to complete the necessary exams to become a Financial Planner in 2013. He has since continued his studies whilst working in the financial services industry and now holds the Pension Transfer Specialist and Advanced Investment Planning qualifications.

Alison Mann – Office Manager

Alison has been working in the financial services industry for over 25 years. She supports Des and Phil and is responsible for all aspects of the management of the office.

Victoria Law – Administrator

Victoria joined the firm in September 2018 and provides administration support.