Blackhall Financial Services Ltd (“Blackhall”) was established in 2005 by George Stephens and Gerry Cooke, Partners of Stephens Cooke & Co, Chartered Accountants. George and Gerry had been in practice as Chartered Accountants since 1987.
The rationale of establishing Blackhall Financial Services was to provide a separate identity to the Accountancy Firm and to offer a wider range of financial products and services to clients with a dedicated professional team.
We feel that the commercial and corporate restructuring experience of the directors gives Blackhall 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.
Blackhall Financial Services is an independent, private client wealth management practice, whose focus is on investment, risk and estate planning for both individuals and companies. 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.
We get to know each client – ’We diagnose before we prescribe’. Our team spends time listening and getting to know each client’s needs and desires. We then design a plan with bespoke solutions that help them reach their goals and objectives. This approach sets us apart from many firms that simply act as product pushers. They trust us – We believe that people choose to work with others based on how much they like and trust them. It’s not just the words we use, it’s what they see us do that earns their trust. At Blackhall Financial Services, each touch point within our business earns us the trust of our clients and we work hard to ensure that their trust is never eroded.
We keep it simple – We help our clients to make sense of the numbers, by converting complicated concepts into jargon-free, plain language. We are qualified and experienced – Our clients know that they are dealing with competent, qualified wealth managers, as each member of our advice team have obtained, or are in the process of attaining, their CFP qualification. This is one of the highest qualifications one can achieve in financial planning. It gives our clients peace of mind that the financial advice we provide is both technically accurate and given with absolute integrity. Our fee structure – We align our fee structure in our clients best interest, preventing our advisors from being motivated by anything other than what is best for our clients.
George Stephens is a Fellow of The institute of chartered accountants in Ireland having qualified as a chartered accountant in 1979. George spent 25 years in practice advising clients on all aspects of business, finance, taxation and investments. In recent years, George worked closely with clients who were involved in the disposal or acquisition of businesses, the extraction of wealth from mature enterprises and in the provision of succession and retirement planning.
MSc. CFP® QFA SIA
Anne-Marie Hannon, who is from Mullingar, has an extensive background in the financial services sector. She has a Masters 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.
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
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.
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
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