Barden have been appointed to act on behalf of Jonathan Sheahan and his team in Compass Private Wealth to support the appointment of a Financial Advisor to strengthen their growing team nationally.

“Compass Private Wealth was formed on holistic top-down asset allocation advice to clients – putting their needs and future first and backing that with up with concrete data. Pat mirrors our intuitive approach in Compass and his depth of experience and network is exactly what we need to together bring the business forward”– Jonathan Sheahan, Managing Director of Compass Private Wealth.

With Pat Holohan’s recent appointment as Senior Financial Advisor, Compass Private Wealth are embarking on a new phase of growth as they enter their second decade of business with a highly established and robust existing client base composed of significant organisations and high net worth individuals. The Compass team have big ambitions in terms of the service they provide and the nature and depth of the clients they support as they head into 2025 and beyond.

Jonathan and his team are looking to appoint a CFP-qualified finance professional who operates in an advisory first manner, has investment management experience, and can support key clients for this next phase of business.

If you are curious about what the team are doing and would like to be part of this next phase of growth, reach out to Jodie.meehan@barden.ie for a confidential conversation