Meet The Team

Peter O'Reilly

Managing Director

Peter has over 30 years experience in financial services. He oversees the whole business be it liaising with our life company partners or working on a number of business development initiatives. Peter has a Masters of Business Studies Degree from UCD

Sharon Doyle

Operations Director

Sharon is an APA in Life and Pensions and has over 18 years experience in the industry. Sharon keeps the show firmly on the road from managing our team of financial advisers to dealing with our IT providers.

Laura O’Reilly

Manager New Business

Laura manages our New Business Department and is fiercely proud of their efficiency, turnaround times and customer service. Her team aims to both respond to customer queries and process their applications in as short a time as possible.

Lisanne Lewis

Customer Advisor

Lisanne is one of our friendly and expert Customer Advisers on our new business team. She spent over five years in the banking industry and is a Qualified Financial Adviser.

Andrea Gregory

Customer Advisor

Andrea is a very knowledgeable veteran of the life and pensions industry, having spent over ten years working with Zurich Life and Royal London. She is a key member of our new business team and is a Qualified Financial Advisor.