Our Expertise

OBCM Wealth Management offers individualised and professional advice across pensions, investments, and protection. With our combined expertise in tax, accountancy, and financial planning, we provide peace of mind and empower clients to build, grow, and safeguard their financial futures.

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    John Cronin

    John is a Qualified Financial Adviser (QFA), dual-qualified lawyer in Ireland and New York, and a Qualified Pension Trustee (QPT). With over 15 years’ experience in law, pensions, and financial services, he helps clients navigate complex financial decisions with clear, practical advice on pensions, investments, and protection. Linkedin

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    James O'Brien

    James is a Qualified Financial Adviser (QFA), Chartered Accountant, and Chartered Tax Adviser with more than 20 years’ experience advising clients. His uses his experience in tax and

    financial advice to provide clients with clear, practical, and tax-efficient guidance on pensions, investments, and protection, helping them make confident decisions for their financial future. Linkedin

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    Patrick MacSweeny

    Patrick is a Qualified Financial Adviser (QFA) and Chartered Accountant with extensive experience in accounting, tax, and business advisory. He works closely with business owners to help them extract wealth efficiently from their companies, providing tailored guidance on pensions, investments, and available tax reliefs, so personal and corporate strategies are aligned for long-term financial success. Linkedin