Client focused financial experts
Simon Shirley founded the business in 2008 and since then our firm has grown to become one of Ireland’s leading expert financial advisory firms.
We are advisors to a wide range of private individuals and to domestic businesses and multinational corporations in the software, telecommunications, financial services, aircraft leasing, medical devices and hospitality sectors.
As business owners, as an employer, and as individuals with families ourselves, our financial requirements and objectives may be similar to your own. We harness our own financial experiences, and those of our clients, to help you to shape yours.
Our team includes Qualified Financial Advisors, Chartered Accountants and Revenue-approved Pensioneer Trustees. Simon Shirley Advisors Limited is regulated by the Central Bank of Ireland and is a Pensioneer Trustee approved by the Revenue Commissioners.
Chairman & Non-Executive Director
Anthuan is a Chartered Accountant with a considerable reputation within the Irish and international business community.
Anthuan co-founded BDO Simpson Xavier, a leading firm of business and financial advisors, and is chairman and strategic advisor to a number of large and successful businesses in financial services, property, construction and asset management sectors.
Simon directs all aspects of our business, and has developed strong relationships with our clients and with the business and advisory community in Ireland and abroad.
Simon is a Chartered Accountant, a Qualified Financial Advisor, and a Revenue-approved Pensioneer Trustee.
Previous roles include 10 years with a leading firm of business and financial advisors at director level.
Susan is a director of our business, and brings comprehensive technical and practical financial skills and experience for the benefit of our business and our clients.
Susan is a Chartered Accountant and holds a Diploma in International Financial Reporting Standards.
Previous roles include senior finance positions with a government agency and a multinational financial services corporation.
Private Clients Manager
Lisa is our Private Clients Manager and is a highly experienced client relationship and operations manager.
Lisa holds a postgraduate business studies diploma from UCD Graduate Business School and is a member of the Institute of Bankers.
Previous roles include client operations and relationship management with asset management and private banking businesses.
Employee Benefits Manager
Tricia is our Employee Benefits Manager managing all aspects of our Corporate Client Operations.
Tricia is a Qualified Financial Advisor with wide-ranging industry experience and is also a pensions specialist holding a diploma in Retirement Planning. Previous roles include client relationship management and team management.
Client Relationship Executive
Claire is our Client Relationship Executive managing both Corporate & Individual client relationships.
Claire is a Qualified Financial Advisor and also holds the Professional Certificate in General Insurance. Previous roles include client operations and relationship management with extensive group scheme experience within both the public and private sector.
Client Relationship Executive
Maria is a Qualified Financial Advisor with more than 10 years’ experience in the financial services industry, in both administrative and client facing roles.
Previous roles include client relationship management, team management and broker training on life assurance, pension plans and investment structures