Richard Riordan – Managing Director
Richard joined Navigation Wealth in 2009 having spent over 20 years in the investment and pension industry. Prior to joining Navigation Wealth Richard worked for Mercer for over 13 years. Richard is Qualified Financial Adviser and while overseeing the running of the company Richard in particular heads up the advisory services provided to individual, professional and corporate clients.
Throughout his career, Richard has gained specialist knowledge in all areas of financial planning, investment monitoring, portfolio construction and management as well as annuities and insurance planning (life, health, disability).
Connecting with his clients and developing strategies to help them realise their goals are his primary objectives.
At corporate level Richard has gained specialised awareness of the Irish Pensions and Investment Industry as well as Employee Benefit fields. Richard continues to provide specialist employee benefit services to the Corporate and PLC market.
Richard is a former Regional and National Chairman of the LIA and is committed to the principal of impartial independent advice.
Paul Moore – Financial Consultant
Paul Moore joined Navigation Wealth in 2010 as a Financial Consultant. Previously Paul worked with Marsh Financial Services, Friends First, Scottish Provident and Bank of Ireland Asset Management.
Paul has over 29 years experience working with clients and advising on Pensions, Investment, Financial Planning and Personal Wealth Management.
Paul holds a Diploma in Marketing from the Marketing Institute of Ireland and is a Graduate of UCD and is a Qualified Financial Advisor (QFA).
Seán O’Sullivan – Financial Consultant
Seán O’Sullivan joined Navigation Wealth in 2010 as a Financial Consultant. Previously Seán worked with Davy Stockbrokers, Standard Life, AIB & ACC Bank.
Seán has over fourteen years experience working with clients and advising them on pensions, investment and overall financial planning.
Seán is an AITI Registered Tax Consultant. Education includes a Certified Diploma in Accounting and Finance, Diploma in Business Studies, the AITI Qualification and specialist diplomas in pensions, and the QFA.