DW team

Brian holds both Chartered and Certified Financial Planner as well as being a Fellow with the PFS (the highest designation currently achievable in the industry).

With 40 years’ experience in financial services, he has built his career around independent thinking, detailed research and is passionate about achieving the best possible outcomes for clients.

He is also the author of bestselling investment book Clueless.

Away from work, Brian's idea of fun includes endurance challenges such as the Marathon des Sables, climbing Kilimanjaro and the occasional triathlon.

Since joining in 2018, having previously worked at BNY Mellon, Tara has done every job working up to managing the company. From managing our wonderful team to leading our business development and marketing projects, Tara wears many hats!

When she’s not keeping an eye on how many times Brian visits the office cake table, Tara is an avid marathon runner and currently working towards achieving Chartered Financial Planner status.

Ruairi joined Dennehy Wealth in 2017 after completing an apprenticeship with HSBC’s Global Equity Markets team.

Ruairi has been advising clients since qualifying in 2019, and in 2023 obtained Chartered Financial Planner status, in 2025 Ruairi furthered his professional commitment by obtaining Fellow status with the PFS, the highest possible designation in the industry. Ruairi is also a qualified Discretionary Investment Manager, and sits on our Investment Committee.

When he’s not coming up with creative new initiatives and looking after his clients, he can usually be found running with his dogs or in the gym, though best not to ask which football team he supports!

Joe joined the team in March 2023, bringing over a decade of experience in finance, including roles at major institutions like Barclays and Neptune Investment Management. He has also advised and built several new businesses, including ventures within investment management.

A qualified Discretionary Portfolio Manager, Joe is a key member of the team behind our DFM service, responsible for investment research, portfolio construction and helping shape our broader investment strategy.

Away from markets, Joe is enjoying his time with his young daughter and training for the 2027 London Marathon!

Gus joined Dennehy Wealth in 2022 and has more than 14 years’ experience in the financial services industry helping individuals and families protect their loved ones and reach their investment goals.

Gus is a Chartered Financial Planner and currently working toward Fellowship with the CII, their highest qualification. Gus advises a diverse client base, from young professionals to retirees, tailoring solutions to their individual needs and developing long term relationships.

Outside of work Gus has his hands full spending time with his two young children!

Having been with Dennehy Wealth for over 20 years, Andy is worth his weight in gold at keeping our records up to date, processing trades and liaising with platforms and providers. As the current longest standing member of staff (after Brian), it’s safe to say we’d be lost without Andy!

A native Bristolian who can still do a lovely ‘Brissol’ accent despite moving to London in 2002, Amy worked for both Axa and Clerical Medical before joining us in 2003. A highly valued member of the admin team who is always happy to assist with queries from all quarters. Outside of work Amy’s weekends tend to consist of driving her sons from one sporting event to another, and fitting in gym classes in between.

Having joined in 2021, Kylie works across both Dennehy Wealth and its sister company FundExpert. You may have already been warmly greeted by Kylie if you’ve visited the office recently. When not at work, Kylie is a running and fitness enthusiast, but also the life and soul of the party!

Sarah joined the Dennehy Wealth team in April 2024, bringing over 8 years of experience working in advisory firms. Sarah works closely with the advisers to ensure that clients consistently receive exceptional service and support. When Sarah’s not busy managing client queries, she enjoys walking her dog Dexter, and tackling what seems to be an endless stream of DIY projects at home – it could be her second job!

James joined the Dennehy Wealth team in July 2025 having recently made the move into the financial services industry. James brings with him a breadth of experience in client relationship management and technical problem solving, and having almost passed all of the advisory exams within a handful of months, he must be close to beating some kind of record! When not managing busy family life or studying, James is an avid football fan – although like Ruairi, it’s probably best to avoid asking who he supports!

Erica has an established background in bookkeeping and finance and joined Dennehy Wealth in 2007 to help with anything and everything admin based. Her interests include walking in the countryside (especially if there is a pub at the end!) – although recently her time is taken up looking after the stray dog she rescued and making sure she doesn’t escape through the garden fence.

Stuart is our external Paraplanner and manages his own firm,
Root Paraplanning
. As a Paraplanner with more than 10 years’ experience working for a handful of IFAs, from small firms to nationwide companies, Stuart’s sole focus has been refining his technical skills, using them to produce comprehensive and meaningful reports. Now also qualified as a Chartered Financial Planner, Stuart can put the studying to one side and go back to enjoying his swimming and running.

The newest, and maddest, four-legged employee. If she’s not annoying her big sister Cassie then you can find this crazy Boxador guarding the office, and particularly Tara! If you’re ever in the office you might be lucky (or unlucky) enough to hear Nala vocalising her thoughts, which usually means barking at anyone who leaves their desk.

Cassie’s been a valued member of staff for 10 years now. Her Border Collie brain has helped navigate us through the turbulent times of Brexit, Trump, the Coronavirus pandemic and much, much more! Her daily walk by the Dennehy clan keeps her brain ticking over to spark new and exciting ideas. Her charisma and enthusiasm for bin-rummaging is truly palpable – she gets that from the Boxer in her.