Private Clients

Wealth Planning

Wealth Planning

We advise you on how to structure your wealth in order to protect it, grow it and ultimately pass it on to your loved ones. We understand how our clients have different priorities for their wealth at different points in their life. Whatever your wealth goals, we have the expertise, products, and services to help you achieve them in the most impactful way.

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.

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.

Financial Planning

Financial planning is an ongoing process that provides a snapshot of your entire financial picture over time. We use it to craft strategies that help you achieve your short and long-term goals, and to provide you with the confidence you need today for a more secure tomorrow.

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.

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We are Cantor Fitzgerald

Laura Reidy

Director of Wealth Management Pensions

Laura is Director of Wealth Management Pensions with over 16 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 qualified Certified Financial Planner Professional (CFP®) which is the leading international qualification for Financial planners worldwide, and is a Pension Trustee Practitioner (PTP).

Laura also holds a graduate diploma in Financial planning, a Bachelor of Arts Degree, a Higher Diploma in Science, is a Qualified Financial Advisor (QFA), a Specialist Investment Adviser (SIA) and holds a Professional Certificate in Compliance and an ISE Certificate in Stockbroking.

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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.

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Michael Foley

Financial Advisor

Michael joined Cantor Fitzgerald in 2022 as a Financial Advisor to our Private Clients. Michael previously worked as a Financial Advisor and Mortgage Advisor for a large brokerage. He specialises in areas of pensions, protection, and savings.

He holds a Degree in Business Studies, is a Qualified Financial Advisor (QFA) and a Retirement Planning Advisor (RPA).

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