028 7187 8770 info@waterhousefp.com

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Thomas Leonard
Thomas Leonard, Financial Planner
Tel. 028 7187 8770
Email. thomaswaterhousefp.com
Tom has over 35 years' experience in Financial Services. He has helped shape the retirement and succession plans of many clients throughout the years who have remained long term clients.

'I believe in the concept of a single trusted adviser where planning is reviewed and evaluated on a regular basis. As a business owner myself my experience tells me that plans, whether financial or strategic, for any business are essential to the success of the organization. This is also the foundation of what makes for a secure personal financial future. My skill set and experience, both as a business owner and financial planner position me to help clients plan and achieve their long term goals'.
Sinead Meenan
Sinead Meenan, Financial Planner
Tel. 028 7187 8770
Email. sineadwaterhousefp.com
Sinead has over 25 years' experience in the industry, historically as a Paraplanner giving advice behind the scenes and has now moved into a client facing role over the last few years. She creates personal Financial Plans for clients that helps them understand their planning. This visually illustrates the impact and benefits of good financial planning and its long term benefits that really helps client engage in the process.

She is a Chartered Financial Planner, the most widely accepted "gold standard" qualification available for professional financial planners in the United Kingdom.

'I have a dual role in Waterhouse, both as a Planner and also as Practice Manager. My overall aim is to ensure a high level of service and impartial quality financial advice and planning for all our clients. To achieve this I apply my own high standards in all areas of practice management and ensure that all the staff, whether administration or planners, are developed and qualified to the highest levels in their roles'.
Deirdre Moore
Deirdre Moore, Financial Planner
Tel. 028 7187 8770
Email. deirdrewaterhousefp.com
Deirdre is a Financial Planner in the practice with over 20 years' experience in advising client in both Personal and Corporate finances. She is a Pension Specialist and also has experience in running and reviewing corporate pension schemes.

'I enjoy establishing long lasting working relationships with our clients and helping them achieve their objectives by creating high quality holistic financial plans'.
Aaron McDowell
Aaron McDowell, Paraplanner
Tel. 028 7187 8770
Email. aaronwaterhousefp.com
Aaron is the practice Paraplanner and helps formulate advice and research providing support to the planners. He is degree educated and is currently studying towards Chartered status.
Grainne O'Neill
Grainne O'Neill , Practice Manager
Tel. 028 7187 8770
Email. grainnewaterhousefp.com
Grainne has over 18 years experience as an Office Manager and Administrator within a busy Independent office environment. She is degree qualified and currently studying towards her compliance qualifications.
Lisa Henry
Lisa Henry, Paraplanner
Tel. 028 7187 8770
Email. lisawaterhousefp.com
Lisa is the second practice Paraplanner and helps formulate advice and research providing support to the planners. She is degree educated and is currently studying towards her Diploma in Financial Planning.
Colleen English
Colleen English, Financial Administrator
Tel. 028 7187 8770
Email. colleenwaterhousefp.com
Colleen is the practice Financial Administrator and liaises with the Practice Managers providing administrative support. She is degree educated.