Jonathan set up Compass in early 2015 with a clear vision of providing bespoke & holistic financial planning and investment advice to high-net worth Families, Pensions and Charities. Jonathan has 20 years of experience in the Financial Services industry, having worked for Deloitte, Davy and Smith & Williamson before establishing Compass.

Patrick joined Compass in 2024 after almost 20 years in Davy Private Clients. Pat is a Certified Financial Planner (CFP) as well as a Qualified Financial Advisor (QFA). Based in our Cork office, Patrick is a highly experienced Investment Manager and heads up our Investment Process proposition.

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Fiona is a Qualified Financial Advisor (QFA) and has almost 30 years of experience an a financial administrator in the Pensions & Investment Industry in Ireland. Her key focus is on ensuring that our clients' financial goals & objectives are fulfilled in a seamless manner. Fiona also has a Certificate in Pension Scheme Trusteeship (PTP)

Robert joined Compass Private Wealth in 2022 having worked in a variety of roles in Pensions, Investments, and strategic management with US, UK and Irish firms. He is a Qualified Financial Advisor (QFA), Retirement Planner Advisor (RPA), Specialist Investment Advisor (SIA) and Financial Planning Risk Advisor (FPRA) with over 20 years experience in the financial Services industry.

Jade joined Compass in 2024 and works across all clients in Account Administration. She has over 10 years experience in the Pensions & Investment industry and has a demonstrated history of working with higher net worth clients in fulfilling their financial objectives. Jade is a Qualified Financial Advisor (QFA).