Richard joined Navigation Wealth in late 2010 having spent over 20 years working with and advising retail and corporate clients on Pensions, Investment, Financial Planning and Employee Benefit Planning.
Prior to joining Navigation Wealth Richard worked for Mercer for over 13 years. Richard is the Managing Director of Navigation Wealth and in addition to the provision of individual and corporate client advisory services, Richard oversees operational and compliance functions.
Richard is a former Regional and National Chairman of the LIA, is a qualified Associate of the Irish Institute of Pension Managers (AIIPM), is a QFA, holds a LIAP Dip and as part of a Master’s Programme through the Irish Management Institute completed a H Dip in Business Management graduating from UCC in 2014.
Richard spends his free time minding two smallies and when the opportunity arises club and sportive cycling.
Paul joined Navigation Wealth in 2010 as a Financial Consultant. Previously worked with Marsh Financial Services, Friends First, Scottish Provident and Bank of Ireland Asset Management.
Paul has over 30 years experience working with clients and advising on Pensions, Investments, Financial Planning and Personal Wealth Management. Paul oversees the running of Navigation Wealth’s advisory services provided to individual, professional and SME clients.
Paul holds a Diploma in Marketing from the Marketing Institute of Ireland and is a Graduate of UCD, is a Qualified Financial Advisor (QFA) and completed a H Dip in Coaching graduating from UCC in 2014.
Paul spends free time cycling, sailing and raising money for varying charities. He’s a kind fellow!
Deirdre Quinlan joined Navigation Wealth in 2010 having previously worked with L.C.I. Ltd and GE Capital Woodchester Finance Ltd and has over 29 years experience, in a variety of roles in the financial services industry. Deirdre is currently working towards her QFA qualification, having completed the Life & Regulations modules.
Clare, who works remotely for us as a research and technical consultant, is the most recent addition to the Navigation Wealth team. Having previously worked with Mercer, Aon Hewitt and O’Leary Life & Pensions Ltd, Clare has over 13 years experience in the Life and Pensions Industry as a Senior Pensions Administrator, Insured Pensions Consultant and QFA administrator.
With an impressive list of qualifications, including a 1st class honours BA degree from the University of Limerick, Qualified Financial Advisor designation and Associate of the Chartered Insurance Institute (ACII), Clare is also a prolific report writer. Indeed, as well as writing excellent technical research and support documents, she is regularly available to clients to provide niche support.
Clare is a proud mum and spends free time supporting Clare in their endeavours to conquer the Sam Maguire and McCarthy Cup. Ambitious!
Alan joined Navigation Wealth in September 2018 having spent the previous 21 years helping and supporting clients with all aspects of Retirement, Investment, Protection and Financial Planning. In addition to this, Alan has also administered and provided Consultancy services to Corporate Clients in respect of their Employee Benefits Programmes. Prior to joining Navigation Wealth, Alan worked with Becketts Limited (part of the Aon Ireland Group), Ulster Bank Financial Planning, AIB Wealth Management and Irish Pensions Trust (now known as Mercer).
Within the Navigation Wealth team, Alan is responsible for providing financial planning services to Private Clients partnering with these clients to help them to manage their financial affairs in the best possible way to achieve their future financial goals. Alan is a Qualified Financial Advisor (QFA) and in 2016 successfully completed the Graduate Diploma in Financial Planning as well as the internationally recognised Certified Financial Planner (CFPA®) certification.
Navigation Wealth now operate as an integral part of the advice we provide to our clients. Their practice is busy but somehow they find time to answer our many questions, make suggestions and provide innovate solutions for our clients pension and investment requirements. Their knowledge, experience and ability to articulate it well has proven financially very valuable to our clients and reassuring to us. We trust them!
"Richard and Paul has been a key support to our firm and clients for over five years. Their combined skill set has generate clever and profitable solutions for our clients. We highly regard their ability to engage with our clients and value their client first approach. Highly recommended!" Top Qualities: Thorough Solutions, Clear Explanations, High Integrity and Trust
We at TA Sheehan & Co cannot say enough good things about our experiences working with Navigation Wealth. We are 100% confident in using their services for our clients financial planning, pension and investment requirements. Both Paul and Richard have a core depth of knowledge and skill in explaining what typically tedious and complicated topics to our clients are. They simplify the detail, provide expert advice and go above and beyond to help us and our clients. We would never go to anyone else! Top Qualities: Clarity, High Integrity, Trust, Client Focused
Navigation Wealth has proven an invaluable part of our advice process for over five years now. Pension and retirement planning in particular can be complex and tedious with investment and financial planning requiring a personal and confidential approach. Navigation Wealth have always delivered in a very professional way to our clients and we see highly recommend Navigation Wealth to our clients. Top Qualities: Confidential, Expert Advice, Personable
"We have engaged the services of Navigation Wealth for a number of years now and will not be recommending any other firm of financial planners to our clients. Richard has always been there for us with suggestions and creative ideas for our clients the ultimately lead to better outcomes for our clients. We enthusiastically refer our clients to Navigation Wealth and in an era of greater complexity, it is great to have an ally like Navigation Wealth available to you." Top Qualities: Creative, Expert, Trust
We cannot say enough about Paul Moore's dedication and highest calibre professionalism toward our clients. Year after year, Paul carefully reviewed our clients' pension and investment portfolios in an objective, impartial and considered way so as to ensure our clients received the best outcomes. Navigation Wealth, have continued to support the advice and service we provide to our clients, they source the most suitable solutions for our clients, they maximise value and manage the investment risk of our clients' portfolios and have added immense value to the services we provide. We highly recommend Navigation Wealth for any accountancy firm, solicitor or client, we trust them to work closely, confidentially with high integrity with all our clients. Top Qualities: Great Client Feedback, Confidence, Expert Advice, Trust.