Cathy Brennan
I am part of the financial planning team based in Belfast. I help private clients and business owners to achieve their financial goals through a tailored financial plan, in order to protect and maintain their lifestyle, and leave a lasting legacy to loved (and unloved) ones. I have expertise in advising on retirement planning, tax-flavoured and tax-efficient investment planning, as well as inter-generational and estate planning.
Being open, honest and giving has helped me make strong connections in my personal and business network. I have an extensive network of tax advisers, accountants and lawyers in Northern Ireland and I put the client at the centre when working with these trusted professional advisers so that we can all add value and provide advice.
I am practical, intuitive, empathetic and compassionate in my dealings with clients, adding value to their financial planning proposition. This is evident from an external testimonial in the Chambers & Partners High Net Worth Review, which stated "Cathy Brennan has great patience and empathy in dealing with clients".
In 2020 I was awarded ‘Highly Commended - Financial Adviser of the Year 2020 for Scotland & Northern Ireland’ at the Professional Adviser’s Women in Financial Advice Awards 2020. I am absolutely delighted to receive this honour and it's a privilege getting to know clients, colleagues and professional advisers, and to form long-standing relationships where we can share our expertise and add real value and depth to provide trusted advice.