About Compass Capital Solutions Ltd., Dublin
Established in Dublin in early 2015, our goal is to provide our clients with tailored financial planning advice that is best suited to their needs. Our 3 trading names, Compass Private Wealth, Compass Pensions & Compass Financial Planning offer our clients a comprehensive, all-encompassing range of financial solutions.
From an Investment & Asset Allocation perspective, we offer best-in-class, globally diversified portfolios with an asset mix and risk mandate that is best suited to our clients needs. We manage and provide advice on both Pre-Retirement Pensions (Small Self-Administered Schemes, Executive Schemes, Buy Out Bonds, PRSAs & Personal Pensions) and Post-Retirement Approved Retirement Funds (ARFs). We also provide general Financial Planning advice and implement Protection solutions through Life Assurance, & Mortgage Protection
Jonathan Sheahan - Managing Director
Jonathan has almost 10 years of experience in the Financial Services industry, having worked for Deloitte Pensions & Investments Ltd., Davy Private Clients and Smith & Williamson Investment Services.
Jonathan is a Qualified Financial Advisor (QFA) and a Registered Stockbroker through the Institute of Bankers. He is also a fully qualified Certified Tax Advisor (CTA) through the Irish Taxation Institute.
He specialises in providing clients with a bespoke solution on asset allocation taking their pensions, tax and succession planning objectives into account. Jonathan regularly contributes technical articles to various publications and newspapers such as the Sunday Times, the Irish Times and the Sunday Business Post.
David Tyrrell - Investment Consultant
David joined Compass Capital Solutions Ltd. in July 2017 as an experienced Investment Consultant and Wealth Manager after a number of years of experience in the Financial Services industry in Ireland.
David previously worked for Cornmarket Group Financial Services (part of the Irish Life Group of Companies) from 1995 to 2008. As part of his role, David advised on assets in excess of €500m across a number of different asset classes, including but not limited to Equities, Bonds, Property, Alternatives & Private Technology Companies.
After moving on from Cornmarket, David set up and ran Cedar Portfolio Partners Ltd. in 2008, providing independent consultancy services to a number of Charities, High Net Worth Individuals and Public Sector Pension Schemes. David's main focus was advising on the asset allocation of medium and long term investment portfolios, with the objective of reducing volatility through proactive risk minimisation strategies.
David brings his extensive experience to the investment process of Compass Capital Solutions Ltd. and will mainly focus on High-Net Worth individuals, Religious Orders and Charities.
Angela is a fully Qualified Financial Advisor (QFA) through the Institute of Bankers. She successfully completed and passed all 6 modules, namely Pensions, LIfe Assurance, Compliance, Investments, Mortgages and Financial Planning.
Angela has over 11 years experience in the Financial Services Industry in Ireland. Previous to joining Compass Private Wealth, Angela worked with Capita Life & Pensions where she held the role of Life & Pensions Administrator in their Adelaide Road office.
Prior to joining Capita, Angela worked as a financial administrator with EBS, fulfilling the role of an intermediary between the Solutions team and the EBS Financial Advisors.
Angela's main focus within Compass Private Wealth is on providing advice in the areas of Pensions and Life Insurance.
Joey Sheahan - Financial Consultant
Joey joined the Compass Capital Solutions team in 2019. Joey holds on honours degree from University College Cork (UCC) and is a Qualified Financial Advisor (QFA).
Joey’s primary role is as Operations Director of MyMortgages.ie which is a nationwide Mortgage Intermediary, regulated by the Central Bank of Ireland.
Joey provides Financial Planning Consultancy to Compass Capital Solutions across a wide range of areas and services.
Joey is working in financial services for over 15 years and is at this stage very experienced in providing tangible, bespoke advice to individuals, couples and families nationwide.
Specialist Advice & Third Parties
We work with a number of third party institutions and specialist advisors to ensure the best possible service to all of its clients
When managing pension assets we work with administrators (for PRSAs), trustees (for Small Self-Administered Schemes) and Qualified Fund Managers (for Approved Retirement Funds) to ensure a completely impartial and professional service to our clients
For investment portfolios, we select global fund managers with proven track records for getting access to particular investment markets
We use a number of specialist tax & succession planning advisors in Ireland when providing clients with bespoke tax and inheritance planning advice