The Team - cwmwealthmanagement
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The Team

financial advice for contractorsFergal Lennon

Fergal Lennon was educated in Cork and is a fellow of the Institute of Chartered Accountants. He spent eight years in London working in a large accountancy practice and in industry. Since returning to Cork Fergal has founded and successfully developed several businesses in the Finance and IT sectors. Fergal is a director of Contracting PLUS and a Director of CWM Wealth Management Ltd.


wealth management for contractorsMichael Dineen

Michael Dineen completed his B Commerce Degree in UCC and is a Fellow of the Institute of Chartered Accountants, (FCA). He has a wealth of experience in financial services and has managed many successful businesses both Ireland and abroad. Michael is the Managing Director of Contracting PLUS and a Director of CWM Wealth Management Limited.


financial plannerCarol Brick

Managing Director, Carol Brick is a UCD Graduate of Economics and a qualified financial advisor. She began her career in the Financial Services Industry over 13 years ago in Group Financial Control, Bank of Ireland Headquarters.

Since 2005 she has specialised in the area of Asset and Wealth Management. Carol has extensive relationships with all of the major Irish financial institutions and has specialist knowledge of their products and services and has a proven track record of managing a wide array of investment portfolios.

Carol believes that a suitable financial security plan must reflect a client’s unique personal and business situation and will tailor a bespoke plan especially for you. A member of the Institute of Bankers, Irish Brokers Association,Irish Insurance Institute and LIA, Carol has throughout her career achieved major success in developing investment portfolios for a wide array of clients.


Eileen Carroll

Operations Manager, Eileen joined CWM Wealth Management Ltd as Operations Manager in 2012 and has worked in the Financial Services Sector for the past ten years. A CIT Business Graduate, Eileen started her financial career with City Life Wealth Advisors before moving to the Trustee Department of Bank of New York Mellon and has a wide range of experience in the Irish financial advisory and the fund management sectors.

Eileen is a Qualified Financial Advisor and as well as advising clients, she oversees the Operations side of CWM Wealth Management which includes the Compliance functions.


Claire Kelliher

Team Leader Operations, Claire joined CWM Wealth Management Ltd in February 2017. A Business Graduate, she began her Financial Services career at PSC Wealth Plus in Kerry where she worked for four years before then working in the Legal sector for two years. Claire is a Qualified Financial Advisor and as well as advising clients, she is also Operations Team Leader within CWM Wealth Management.


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