Meet the Team
MICHAEL COBURN
BBS, QFA, FLIA, LCOI, RPA, SIA
COMPLIANCE & FINANCIAL MANAGER
Michael has been providing tax, investment and lifetime financial planning advice to clients since 2005. He has an in-depth understanding of Business Owners and their requirements, which allows him to guide his clients through the complex world of long term financial planning.
Michael’s qualifications include:
- QFA (Qualified Financial Advisor)
- FLIA (Fellow of the Life Assurance Association of Ireland)
- LCOI (Licentiate of the Compliance Officers of Ireland)
- RPA (Retirement Planning Advisor)
- SIA (Specialist Investment Advisor)
- BBS (Bachelor of Business Studies)
JIM DOYLE
ACMA,QFA,CGMA
OWNER & DIRECTOR
Jim has more than 20 years of experience supporting and advising clients. As a Qualified Accountant and Qualified Financial Advisor Jim uses his wealth of tax and investment experience for the benefit of his clients.
Jim’s qualifications include:
• QFA (Qualified Financial Advisor)
• ACMA (Chartered Management Accountant)
• CGMA (Chartered Global Management Accountant)
STEFAN KALCHEV
BCIT, QFA. RPA
CLIENT SERVICES
Stefan joined us in 2015 after graduating from UCD with a Bachelors Degree in Business Studies. Stefan obtained his QFA qualification and is an integral part of the team. Stefan is our office manager. He also provides administration and back up support to our team and our clients.
Stefan’s qualifications include:
QFA (Qualified Financial Advisor) and RPA (Retirement Planning Advisor)
JOANNE FENELON
DIP HR
COMMUNICATIONS MANAGER
Joanne has been with us since 2010. She has over 20 years experience in Customer Relations, Sales and Marketing.
If you are contacting Guardian Wealth for the first time, chances are Joanne will be the first voice you hear. Joanne is responsible for all of our Marketing activity and also acts as a point of contact for our clients.
How can we help you?
Testimonials
Trying to map out a personal financial plan is not an easy task. As most business owners know we spend so much of our time making sure our business is successful, we don’t always have the time or the ability to understand what our personal finances will look like 20 or 30 years from now. Michael, in Guardian Wealth, was able to show me what I needed to do now to ensure I was going to be financially independent when I am older. We meet every year to review progress and I am more than happy to recommend him and Guardian Wealth.
I have experienced the ups and downs of Pension funds over many years. As I got closer to retirement, I needed to get advice regarding the risk profile of my pension funds as I didn’t want to see it fall in value at this stage of my life. Michael was able to provide practical steps to make sure this risk was reduced for me and I am happy that I am on the right road. They are always at the end of a phone & very accommodating to meet at short notice to discuss any queries that we may have. I do recommend Guardian Wealth to anybody worried about their pension.
Drawing down my Pension was a big financial decision and I was very happy I chose Guardian Wealth. Michael clearly explained my options to me and dealt with my insurance company to make sure it went smoothly. I now meet with Michael every year to make sure my retirement plans are on track. I have no hesitation in recommending Guardian Wealth.
I have been receiving advice from Jim Doyle in Guardian Wealth for 3 years. I was advised by a friend to use Guardian Wealth and so I contacted them when the time came to access my pension. Jim has been very good to me and has given me great advice over the years. He keeps in touch to give me updates on my pension and he is always available by phone if I have any questions. I am delighted that I am dealing with Guardian Wealth. They are a professional outfit and very straightforward to deal with.
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