The Team

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.

Bernie is a Qualified Financial Advisor with an extensive knowledge of Financial Services having worked with Ulster Bank for over 20 years. Having recently joined our team, Bernie brings with her a very strong reputation for attention to detail, professionalism, and efficiency. As one of our teams, Senior Financial Advisors, Bernie will make your Financial Planning journey simple by offering clear and impartial advice to support you in achieving all your Protection, Retirement, Savings and Investment goals. Bernie places huge value on delivering an excellent client experience by enhancing relationships with ongoing communication and putting the client’s interest at the heart of everything she does. 

Annemarie is a Qualified Financial Advisor and joined the team at Rite Financial Solutions in 2022. She has a wide-ranging knowledge of the Irish Financial Sector having worked with Bank of Ireland for over 30 years where she has held various roles including Sales Manager, Premier Relationship Manager, and Mortgage Advisor. Annemarie is delighted to bring her experience to the team at Rite Financial Solutions. She enjoys working as part of a team, in a collaborative, innovative and fast paced environment, while also acting independently with good decision-making ability.

Alex is a dedicated and passionate Qualified Financial Advisor who graduated from the LIA in January 2024. With a strong background in dealing with Protection, Retirement, Savings, and Investment products, Alex brings a wealth of knowledge to the team. In 2022, Alex earned a Bachelor of Business Honours degree from ATU Donegal. Shortly thereafter, Alex joined Rite Financial, where he thrives in a collaborative and fast-paced environment, continually expanding his expertise and providing exceptional service to clients. Alex stays up to date with the latest advancements in the broker industry to ensure that clients benefit from the most innovative and effective financial solutions available.

Kathleen joined the team in April 2011, having worked as Sales & Marketing Manager in the tourism & hospitality industry for over 11 years, she then made the switch to Financial Services. Kathleen supports the advisors with the whole financial planning process.

Cathy joined the team in September 2024, bringing with her a wide range of knowledge and expertise, having worked with Ulster Bank Ireland DAC for almost 30 years. As Administrative Manager, Cathy is responsible for the overall coordination of a broad range of services/resources that allow our organization to operate efficiently. Cathy gets to know each client personally and understands their specific financial needs, which allows us to provide them tailored advice and guidance on the best way to achieve their short, medium, and long-term financial goals. Reliable and enthusiastic, Cathy is dedicated to maximising customer loyalty in providing exceptional customer experience.  

Nuala joined the team in May 2015, and took up the role of administration for Annemarie. Having worked in the financial services now for 9 years, Nuala is delighted to be in the position to support the success of Rite Financial Solutions.