about the wealth shop

The reason we created The Wealth Shop was simple: to help you become 100% happy with your finances.

So, we decided to create something unique in Ireland. An open, friendly and unintimidating place where anyone could go to sort out any area of their taxes or finances.

As you'll see, we try hard to be different and better. We genuinely care about helping you. We're not tied to just one company so our advisers can offer choice. We only hire Qualified Financial Advisers (QFAs) and tax advisers who have graduated from the Irish Taxation Institute, plus we never charge by the hour.

We're available for you when most businesses are closed. Besides, we love what we do. We get a huge sense of achievement helping people change from being stressed about their taxes or finances, to being confident and in control.

Just read what some of our satisfied clients have said about us already.

key members of our team

Richard Fitzgerald QFA, TMITI - Managing Director

Richard Fitzgerald is a Qualified Financial Adviser and Qualified Tax Technician. He is a member of the Irish Taxation Institute and holds an Advanced Diploma in Stockbroking Investment from the Dublin Business School (in conjunction with Davy's Stockbrokers), and achieved 1st place in the class of 2009. For several years Richard has been involved in the running of investment clubs, helping people to understand the fundamentals and technicals of online trading. Richard is experienced in all aspects of financial planning and specialises in tax compliance. He contributes regularly to newspaper and magazine articles and speaks regularly on tax and financial planning to private companies, public bodies and schools. Richard also holds a BSc in Management (Hons).

Louise Gallagher BSc.(Mgmt) - Marketing Director

Louise Gallagher graduated from the Dublin Institute of Technology with a B.Sc.Mgmt and an advanced diploma in Marketing and Management. Aside from her role as Company Director Louise is responsible for the marketing of our company and brand. Louise is also head of client services; ensuring you get the very best of attention at all times. Louise is currently studying to become a QFA.

Nichola Byrne - Client Services Executive

Nichola Byrne has a many years experience in the financial services industry. She previously held a key role in one of the country's largest and most successful firms. Nichola ensures client files are compliant and provides essential administrative support to our tax advisers.

Nichola is also studying to become a Qualified Financial Adviser

Michelle Hanlon - Client Services Administrator

Michelle has gained invaluable experience working with the Credit Union prior to joining The Wealth Shop team. Michelle always welcomes new clients with a friendly smile, ensures our client's paperwork is dealt with quickly and efficiently. Michelle is always available to answer queries on client's existing policies.

Bryan Farrell BA, AITI - Tax Consultant

Bryan is an AITI Registered Tax Consultant and graduate of the Irish Taxation Institute. He specialises in all areas of taxation ranging from income tax to capital gains tax, inheritance tax and taxation of the self-employed. Prior to joining The Wealth Shop as a tax consultant Bryan worked for several years in a prestigious tax and accountancy firm in South County Dublin. Bryan has a very personal, friendly approach to dealing with clients and explains complex tax issues in plain English. Bryan is also currently studying to become a Qualified Financial Adviser.

Yvonne Dalton QFA, FLIA - Financial Planning Consultant

Yvonne is a Qualified Financial Adviser and a Fellow of the LIA. She has 25 years experience in dealing with personal financial planning and mortgage advice. Yvonne was instrumental in the setup and management of Tusa, the financial services arm of Permanent TSB. She also managed a busy and successful Credit Union branch for six years. Yvonne also teaches the QFA curriculum to private individuals. Yvonne has a great love of financial planning and genuinely cares about the people she advises. Her open and friendly style is very popular with our clients.

Niall Grant ACCA, AITI - Tax and Accounting Consultant

Niall Grant ACA AITI. He is both a Member of the Institute of Chartered Accountants in Ireland and the Irish Taxation Institute. Having trained as a Chartered Accountant with a small accountancy practice in Dublin, Niall specialised in tax and worked for a number of years in the tax department of one of the country's Top 10 accountancy firms.

Until 2007, Niall was the tax manager with a medium sized accountancy firm in Dublin, with the overall responsibility for the tax function of the practice.

Alan McCarthy QFA - Financial Planning Consultant (Cork Office)

Alan is a Qualified FInancial Adviser with several years experience in the financial industry. Alan holds diplomas in QFA (Qualified Financial Adviser) as well as in Wealth Management. He is currently studying for his TMITI Qualification (Tax Technician) through the Irish Institute of Taxation. Alan is based in Douglas and heads up our Cork office. He can be reached on 087-7977444.

So, if you'd like to join the long list of happy Wealth Shop clients then contact us today. Just click on one of the links below. We'd be delighted to hear from you.