CEO & Founder
Ross began his career in 2000 when he joined Bank of Ireland Group. Ross then joined BDO Ireland and worked in the Financial Services Division and he later worked with Invesco advising Personal and Business clients on all aspects of financial planning and strategy. Ross established Finplan Limited in 2009.
Ross is a Qualified Financial Advisor, Certified Financial Planner™ and holds a MSc in Financial Services from University College Dublin. Ross is also a member of the Institute of Bankers.
Margaret began working with KBC Bank in 1999 where she worked in Homeloan Mortgages as a New Business Team Leader. Margaret joined BDO Ireland in 2004 and worked in the Financial Services Division as an Assistant Manager and a Mortgage Broker managing mortgage applications and enquiries.
Margaret began working with Finplan Limited in January 2020. Margaret is a Qualified Financial Advisor and a member of the Institute of Bankers.
Caroline began working with KBC as a Mortgage Administrator. Caroline then joined BOI as a Mortgage Adviser, Ulster Bank as a Mortgage Assessor and AIB as an Underwriter. In the last few years, Caroline worked as a Credit Assessor with a large mortgage broker.
Caroline began working with Finplan Limited in August 2020. Caroline is an Approved Product Adviser for Life Assurance, Loans & Pensions. Caroline holds a Degree in Marketing. Caroline is a member of the Life Insurance Association.