Who We Are
The Company’s founder, Cormac Sheehy has a vision for how financial planning advice should be developed into the future. The company aims to provide a holistic and client centric approach to all business activities. What the client wants is what they will always receive. We understand the importance that people place on trust, honesty and integrity when it comes to dealing with one of the most important aspects of our lives – that of financial planning. These are qualities engrained within our company culture.
Meet the Team
I have been a Financial Adviser since 2012 and have had several senior roles in the Companies such as Irish Life, Bank of Ireland and Campion Insurance. I have experience and knowledge in all areas of Financial Planning and Management my main area of focus over the past few years has been Property and the use of Pension and other tax-efficient methods of Purchasing property.
This love for Property and Financial Advice has brought me to set up my own practice and I look forward to working with and alongside some of the leading experts in their fields to make sure that you have a transparent and well-researched plan to achieve Financial Freedom.
I have 2 girls, Annie and Emily and am married to Ann. I spend my time when not working either hanging out with the family drinking coffee or, playing golf! I have represented St Brigid’s, Buccaneers, Midland Warriors and Athlone Town (up to u21) through a diverse and storied sporting career.
Cathy is our Sales Administration Manager and is the first point of contact in the Linked Pensions and Investments office, handling telephone and email queries and channeling these queries to the relevant personnel across the company.
Cathy is always on hand to take your calls or to welcome you to our office with a smile. Cathy’s attention to detail, together with her focus on client’s needs, has made her an integral member. She is driven to provide excellent service to our customers, further strengthening our team.
I have worked in the financial services marketplace since 2005 and have held a variety of roles within the Industry, all of them client-facing. In addition to qualifying as a Qualified Financial Advisor I am also a CERTIFIED FINANCIAL PLANNER™ professional I have also attained a Graduate Diploma in Financial Planning and a Masters Degree in Financial Services, both secured through studying at University College Dublin.
I am passionate about our industry and about the importance and benefits that good financial planning plays in people’s lives. So often, too many people neglect to plan their financial future and find that they have regrets when it's too late to anything about them. My professional mission is to ensure that all of our clients at Linked Financial are never left in that position.
Trust, empathy, and education are the key qualities I bring to all of my business relationships and are traits that we have built our business protocols around.
I am married with two teenage daughters – the biggest, most important (and at times challenging) role I have ever had in my lifetime. It's also, by far, the most rewarding and enjoyable. Outside of home and work, whenever time allows, I love ruining a good walk by trying to play golf and do my best to keep fit, generally.