Meet the Directors…
Orlaith is an Independent Financial Planner. She is passionate about providing holistic advice to clients, enjoys engaging with family members and taking care of their financial affairs, allowing them to achieve their personal goals such as wealth accumulation, protection, financial independence, retirement with comfort and estate planning.
Orlaith is Managing Director of Brightstock. Following her BA (Hons) degree in Business Studies, Orlaith worked mainly in managerial roles in commercial property development and services in Ireland. She joined the UK financial services industry in 2016 progressing through administration, paraplanning, compliance, financial planning and Head of Office. Her journey and insights position her perfectly to develop and implement the best working practices, ensuring a positive, warm and friendly client experience.
Jeremy is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 30 years’ experience as an Independent Financial Adviser. He is passionate about building client relationships and providing a proactive ongoing service.
Jeremy has extensive experience of advising high net worth clients and trustees, encompassing financial planning, tax planning, investments, financial protection and estate planning. He works closely with his client’s legal and tax advisers to deliver cohesive and long term inter-generational planning.
In 2008 Jeremy co-founded Harpsden Wealth Management, an award winning Independent Financial Adviser and Portfolio Manager, which was acquired by a long-established Wealth Manager and Stockbroker in 2020.
