At work

Declan is a young, aspirational and driven chartered financial planner who serves his clients with both exceptional advice and service levels. 

Declan enjoys meeting and getting to know new people, building lasting long-term relationships. Declan is determined to change the shape of how financial advice is delivered by providing independent, holistic and progressive financial planning, ultimately enabling clients to achieve their financial ambitions with peace of mind that their financial plan is on track.


At home

Outside of work, Declan is a keen all-round sportsman, an enthusiast of football, tennis and golf. Some of his achievements include representing the Edgbaston Priory Tennis Club Men’s 3rd Team, completing a half marathon and formally being The University of Birmingham’s 1st Team Football Captain. 

Declan’s love of sport often extends to his holidays and travels where he can be frequently found both sailing and skiing. Declan is also an avid reader, mainly focusing on non-fiction such as The Times and The Economist.

Spotlight questions

Getting to know

What do you enjoy most about your job?

Seeing clients achieve things they thought were never possible, for example retiring earlier than planned or gifting for their grandchildren’s education.

What motivates you at work?

Successful client outcomes.

Who inspires you? Why?

My parents for their support, guidance and belief in me.

Tell us something people may be surprised to learn about you…

I achieved a First-Class Honours Business Management Degree from The University of Birmingham, much to the disbelief of the pubs in Selly Oak, Birmingham.

What’s at the top of your bucket list?

A British and Irish Lions tour.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE