Wealth Planning

Retirement Planning

Retirement looks different for everyone, but making simple choices today can help you plan for the life you want in retirement – and beyond. We partner you with a dedicated pensions team who’ll guide you through a full suite of pension products, with unrivalled access to a diverse range of asset classes and investment services.

Retirement Planning

Protection Planning

Our protection planning service offers you advice and guidance in protecting what’s important to you, with products perfectly aligned to your personal priorities and circumstances. Protection planning is at the core of financial planning and is essential for financial resilience in the face of major health events, injury, or death. A protection review will provide you with peace of mind and financial security.

Savings and Investments

Each client has their own deeply personal reasons for wanting to make the most of their money. For some it’s about having the savings to support their children in the future. For others, it’s simply about finding tax-efficient ways to share their wealth with loved ones. We provide a tailored roadmap to save or invest your money for you, whatever your reasons

Succession Planning/Legacy

As advisors, we’re in a very privileged position – our clients have entrusted us with their most personal wishes and aspirations for their loved ones. That’s why we’ll help you choose the plans and vehicles that most match your needs, such as regular gifting and various trust options. Bringing your wishes to life begins today, by planning ahead and using available structures and exemptions to benefit you, your family, and the next generation.

Interested in learning more?

Call 01 566 1608 or email [email protected]

Request a callback

TEAM

We are Cantor Fitzgerald

Laura Reidy

Director of Wealth Management

Laura is Director of Wealth Management Pensions with over 18 years’ experience within the industry. Prior to joining Cantor Fitzgerald in 2017, Laura was Head of Pensions in Merrion Capital Group. During this time, she has developed extensive technical expertise in all areas of pension and wealth planning. Laura is a CERTIFIED FINANCIAL PLANNER™ professional since 2017 and a Pension Trustee Practitioner (PTP). She holds a Graduate Diploma in Financial Planning, a Bachelor of Arts degree, and a Higher Diploma in Science. Laura is also a Qualified Financial Advisor (QFA), a Specialist Investment Adviser (SIA), and holds both a Professional Certificate in Compliance and an ISE Certificate in Stockbroking.

01 633 3864

[email protected]

Marta Pelc

Pensions Advisor

Marta brings 16 years of diverse experience in the financial services industry. Before joining Cantor, she worked at several financial planning firms, where she developed extensive technical expertise in all aspects of pension and financial planning. Marta holds a master’s degree in law, a Post Graduate Diploma in Financial Planning, and a Professional Certificate in Compliance. She has been a CFP® professional since 2017.

015661615

[email protected]

Jean Masterson

Pensions Manager

Jean is Pensions Manager and was previously Head of Pensions with Merrion Private, prior to its acquisition by Cantor Fitzgerald Ireland in 2018. She has over 14 years’ experience in financial services and pensions and provides pre and post-retirement planning advice to our pension clients. Jean holds a Degree in Accounting and Finance, is a Qualified Financial Adviser (QFA) & Retirement Planning Adviser.

01 633 3893

[email protected]

Linda McGrath

Portfolio Manager

Linda is a Portfolio Manager at Cantor Fitzgerald with over 11 years’ experience in the financial services industry. She has worked extensively with private clients, corporates and charitable organisations, providing tailored investment and wealth planning solutions across a broad range of client needs. Linda began her career in Davy in 2014 and has developed strong expertise in portfolio management, wealth planning and pensions over the course of her career. She holds a Diploma in Financial Planning and is a Certified Financial Planner™ professional. Linda is also a Qualified Financial Advisor (QFA), Specialist Investment Advisor (SIA) and a Registered Stockbroker.

[email protected]

Aaron Cunningham

Wealth Manager

Aaron joined Cantor Fitzgerald in 2024 as a Wealth Manager to our Pensions Team. He is a Qualified Financial Advisor (QFA) with over 17 years of experience in retail banking, having previously worked as a Wealth Manager and Financial Advisor for some of the pillar banks in Ireland. He specialises in areas of pensions, protection, savings and financial planning.

016333818

[email protected]

Jon Lacey

Pensions Administrator

Jon has 3 years’ experience in the pensions industry, having previously worked for LCP over in the UK and then for Newcourt here in Ireland. Jon joined Cantor in January 2026 as part of the pensions team. Jon holds a bachelor’s degree in criminology & psychology from the University of Southampton, and is currently completing the QFA exams.

01 6333 899

[email protected]

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