About Us

Client Focused
Financial Experts

WHO WE ARE...

Simon Shirley founded the business in 2008 and since then our firm has grown to become one of Ireland’s leading expert financial advisory firms.

We are financial advisors to a wide range of private individuals and to domestic businesses and multinational corporations in Ireland.

As business owners, as an employer, and as individuals with families ourselves, our financial requirements and objectives may be similar to your own. We harness our own financial experiences, and those of our clients, to help you to shape yours.

WHO WE ARE...

Simon Shirley founded the business in 2008 and since then our firm has grown to become one of Ireland’s leading expert financial advisory firms.

We are financial advisors to a wide range of private individuals and to domestic businesses and multinational corporations in Ireland.

As business owners, as an employer, and as individuals with families ourselves, our financial requirements and objectives may be similar to your own. We harness our own financial experiences, and those of our clients, to help you to shape yours.

Meet Our Team

Our team is comprised of committed individuals with extensive professional, practical and industry experience. Each team member utilises their varied experience and skills in their everyday dealings with our clients. Our collaborative team approach helps to ensure that our clients benefit from a first-class service.

Simon Shirley
Managing Director

Simon directs all aspects of our business, and has developed strong relationships with our clients and with the business and advisory community in Ireland and abroad.

Simon is a Chartered Accountant, a Qualified Financial Advisor, and a Revenue-approved Pensioneer Trustee. Previous roles include 10 years with a leading firm of business and financial advisors at director level.

Anthuan Xavier
Chairperson

Anthuan is a Chartered Accountant with a considerable reputation within the Irish and international business community.

Anthuan co-founded BDO Simpson Xavier, a leading firm of business and financial advisors, and has been chairperson and strategic advisor to a number of large and successful businesses in financial services, property, construction and asset management sectors.

Susan Ryan
Non-Executive Director

Susan is a director of our business, and brings comprehensive technical and practical financial skills and experience for the benefit of our business and our clients.

Susan is a Chartered Accountant and holds a Diploma in International Financial Reporting Standards. Previous roles include senior finance positions with a government agency and a multinational financial services corporation.

Lisa Woodcock
Executive Assistant

Lisa is Executive Assistant to Simon.  Lisa has over 20 years’ experience in financial services in both administrative and client facing roles. 

A long-term employee of Simon Shirley Advisors, Lisa has worked with us since 2012. 

Previous roles include client relationship management & advice roles in private banking wealth management. 

Lisa holds a BA(Hons) degree from University College Dublin and a post graduate Business Studies diploma from the Michael Smurfit Graduate Business School. Lisa is a member of the Institute of Banking.

Tricia Martin
Operations Manager

Tricia oversees all aspects of our client operations.  Before joining Simon Shirley Advisors in 2015, Tricia held roles in life insurance and pensions providers, stockbrokers and intermediaries.

Tricia utilises more than 20 years’ varied financial services experience to ensure a quality experience for both our clients and our team.

Previous roles include wealth management, corporate and private client relationship management and team management.

Tricia is a Qualified Financial Advisor and holds a diploma in Retirement Planning Advice.  Tricia is a member of the LIA and ACOI.

Claire Battersby
Account Manager

Claire is an Account Manager responsible for both corporate & private client relationships.

Claire has worked with Simon Shirley Advisors since 2015 and has over 10 years’ experience in financial services.  Claire’s extensive knowledge in both the public and private sectors allows her to provide holistic financial advice and service to our clients. 

Previous roles include client operations, claims administration and relationship management.

Claire is a Qualified Financial Advisor, holds a diploma in Retirement Planning Advice and a Professional Certificate in General Insurance.  Claire is a member of the LIA.

Maria Lokko
Client Relationship Executive

Maria has more than 10 years’ experience in financial services having held a long-term position with a leading life insurance and pensions provider before joining Simon Shirley Advisors in 2017.

Maria, a specialist in customer service, uses her broad operations and client facing experience as well as her strong problem-solving skills to provide an excellent service to our clients. 

Previous roles include policy administration and client support roles. 

Maria is a Qualified Financial Advisor and a member of the LIA.

Greg Cunningham
Client Relationship Executive

Greg has more than 10 years' experience working in financial services. Greg joined Simon Shirley Advisors in 2020 having previously held a long-term positions with a leading life & pensions provider before moving into the financial services intermediary area.

Greg’s background is very much circled around customer service having varied experience in client relationship & team management and financial planning advisory roles.

Greg is a Qualified Financial Advisor and holds a diploma in Retirement Planning Advice. Greg is a member of the LIA.

Lisa Quinn
Client Relationship Executive

Lisa has more than 10 years’ experience in financial services.  Lisa is the newest member of our team having joined Simon Shirley Advisors in 2020.

Lisa brings with her a wide-ranging industry experience from previous roles within life insurance and pensions providers and financial services intermediaries. 

Lisa has a keen interest in all aspects of financial services and is passionate about providing outstanding customer service to our clients.

Lisa is a Qualified Financial Advisor and a member of the LIA.

Contact us today for expert financial advice with you at the centre