Annemarie is a Qualified Financial Adviser with an excess of 28 years’ experience in Financial Services which commenced with Bank of Ireland in 1990.
During her 16 years with the bank, Annemarie worked in the Investment and Advisory divisions, including 6 years specialising in addressing the Financial
Planning needs of a portfolio of Private Banking clients. Annemarie provides a very personal, sincere, and genuine service to her client’s financial needs,
and based on these principals, the business has continued to grow and flourish. Annemarie believes strongly in contributing to the future of her community
with a particular emphasis on giving local children access to facilities and instruction in athletics, and education.
Shona is a Qualified Financial Advisor (QFA) & Retirement Planning Advisor (RPA) and also holds an BA (Hons) from NUI Maynooth.
A native of Letterkenny, Shona has almost 20 years’ experience in the Financial Services sector and has experience advising high net worth clients,
business owners, public sector workers and families.