Blackhall Financial Services was established in 2005 to provide high quality, independent financial advice, targeting the needs of individuals and businesses. Today it continues to serve its client base with a range of services that include, Wealth Management, Investment advice and Retirement Planning.
Our Approach is based on identifying the key financial issues that concern you most. Using our knowledge and experience of financial services and tax planning, we can provide the most appropriate solution to ft your specific requirements.
We feel that the commercial and corporate restructuring experience of the directors gives Blackhall Financial Services a significant advantage in the area of wealth management in order to assist clients build personal wealth outside of their business. The taxation expertise of the directors enables the firm to assist clients who are looking for investment ideas and products that will support retirement planning or succession planning objectives. Many of our competitors do not possess this expertise.
Our team offer objective solutions and services, tailored to each client’s unique circumstances and goals. We recognise that life is a journey, and that financial security is important to that journey. We assist our clients to generate and manage wealth over time and to achieve their life goals through our wealth management process.
This empowers our clients, putting them in charge of their own lives.
MSc. CFP® QFA SIA
The Managing Director of the Firm, Anne-Marie Hannon, has an extensive background in the financial services sector. She has a Masters Degree in Financial Services and is a CERTIFIED FINANCIAL PLANNER™. Having previously worked in the banking industry, for 8 years, she gained exposure to the different areas of banking and the financial sector, i.e. lending, investments and savings. Anne-Marie believes in excellent customer service and that one to one client contact is vital to understand the client’s financial needs and to build a lasting business relationship.
QFA
Geraldine has an extensive background in the financial services industry with more than 17 years professional services.
She is QFA and APA qualified and prior to joining the Blackhall Team, Geraldine worked in Retail Banking and gained valuable experience in Wealth Management
FCA
Gerry Cooke, originally from Trim, became a member of the institute of chartered accountants in 1989. He has been involved in the accountancy and Financial Services business in Mullingar since then. Gerry has built up a close working relationship with other professional firms and financial institutions which brings added value to services offered to clients and enables them to obtain the best deal in the market place. He has over 20 years experience in accountancy and financial services and has developed a strong reputation for his expertise in the areas of financial planning, business planning and taxation
ACA QFA
John O’Connell, originally from Trim, Co. Meath qualified with a B.B.S (accounting) degree before completing his studies to be a chartered accountant, he is also QFA qualified. John was admitted as an associate of the institute of chartered accountants in 2005, and since then has gained extensive experience in all areas of accountancy, corporate finance and financial services. John provides taxation and financial advice to a broad range of personal and corporate clients specializing in Wealth Management and maximising wealth extraction for corporate clients while minimising tax liabilities.
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