WHO WE ARE

Quintas Wealth Management is a Cork-based Financial Services Provider.

Our objective is to enhance your financial health through our independent advice, expertise, and experience. We are dedicated to providing quality and excellence in everything we do, and to give our customers the best value and solutions for all their wealth management needs.

Protection Service

Protection cover can vary – from protecting your income, your home, your family and/or your business.

Pension

It’s important to make a plan for your retirement so your pension starts working for you when you stop working.

Investment

Whether you intend to save regularly or have a lump sum to invest, there are a lot of options for you to choose from.

 

Management Team

Anne Doherty

Head of Life & Pension

Role
Anne joined Quintas Wealth Management in 2010. Anne is a financial advisor dedicated to providing high-quality advice and integrated wealth management solutions to her clients.

Sector Experience
Anne has worked in financial services for over 17 years in the banking sector and broker sector.
Anne was awarded Irish Sales Champion in 2014 & IBA Sales Person of the Year in 2017.

Qualifications & Previous Roles
Anne is a graduate of Portobello College Dublin. She holds an LLB (Hons) Degree in Law and a Professional Diploma in Financial Advice (QFA).
Prior to joining the firm, Anne worked for Permanent TSB.

Expertise Covers
Financial Planning, Wealth Management, Corporate Finance

Paul O'Connel

Managing Director

Role
Paul joined O’Reilly McCarthy in 2001, prior to the formation of Quintas in 2005. As well as being a partner in the Quintas Accountancy Practice, Paul plays an active role in the development of Quintas Wealth Management.

Sector Experience
Paul’s client portfolio includes businesses spanning a range of sectors. Paul has significant knowledge and experience of the hospitality sector which includes food producers, hotels, bar & restaurants.

Qualifications & Previous Roles
Paul is a graduate of UCC and is a member of the Institute of Certified Public Accountants of Ireland. Prior to joining the firm, Paul worked for AIB Bank plc.

Expertise Covers - Financial Reporting, Banking, Advisory, Corporate Finance & Payroll

Tim McCarthy

Director

Role
Tim is one of the firms’ founding Partners and has spent his professional career working in practice. Tim leads the Corporate Finance & Advisory department and is an integral part of the wealth management service.

Areas of Speciality
Tim specialises in providing advice to clients in relation to the design and implementation of business growth and strategic business planning. Tim advises many of his clients in the area of succession planning, shareholder agreements, estate planning and key executive appointments.

Qualifications
Tim is a member of the Institute of Certified Public Accountants of Ireland.

Expertise Covers
Corporate Finance, Advisory, Strategic Planning, Succession Planning

Operational Team

Lynda McAuliffe

Operations Manager

Role
Lynda joined Quintas Wealth Management in 2010. She is responsible for operations and business development in sales & distribution and structured products.

Sector Experience
Lynda has amassed extensive experience in financial services in Australia & Ireland, having worked in a number of brokerages & consultancy firms including ANZ Bank and Mercer.

Qualifications & Previous Roles
Lynda holds an LLB (Hons) Degree in Public Administration and a Professional Diploma in Financial Advice (QFA). She has attained a Professional Certificate in Compliance in 2015.

Expertise Covers
Financial Planning, Business Development, Fund Accounting

Shirley McMahon

Senior Life & Pensions Administrator

Role
Shirley is responsible for administration, client servicing, and sales support.

Sector Experience
With over 15 years’ experience in the financial services industry in both Private & Public Sector employment, Shirley has achieved a broad range of expertise that is now focused within Wealth Management.

Qualifications & Previous Roles
Shirley is a graduate of UCC where she obtained a Bachelor of Commerce Degree. She is also a member of the Insurance Institute of Ireland where she maintains her status as a Certified Insurance Practitioner.

Expertise Covers
Customer Relationship Management, Financial Services, Advisory Support

Joan Bourke

Compliance Officer

Role
Joan is responsible for advising, monitoring and setting out the procedures and controls necessary for QWM to meet its legal and regulatory obligations.

Sector Experience
Prior to joining Quintas, Joan worked for Ronan Daly Jermyn Solicitors Cork and two Dublin Law Firms.

Qualifications & Previous Roles
Joan holds an LLB (Hons) Degree in Law & European Studies, is a qualified solicitor and she has attained a Professional Certificate in Compliance.

Expertise Covers
Compliance, Consultancy, Financial Advisory

Testimonials

I have been a client of Quintas Wealth Management since its establishment in 2005 and over the last 10 years the team have provided me with invaluable financial advice in a very efficient and professional manner

Helen Down – Company Director

Quintas Wealth Management has recently undertaken a full review of my financial arrangements and is managing my Life and Pension portfolio very actively. Quintas also has given me transparency on a range of investment ideas. I would have no hesitation in recommending their services.

Oonagh Buckley – Company Director

I’ve been dealing with QWM since 2013 and have always found their processes and approach to clients very professional, as an accountant I feel this is of the upmost importance when referring my clients to QWM.

Aidan McAvinue – Accountant