Brian, the Managing Director of Ardtalla Wealth Management has enjoyed a successful career within the financial services sector for over 20 years.
Born in Belfast, educated in Ballymena, he declined the opportunity to complete an Accountancy degree and travelled the world post Grammar School. After holding positions with Brian Morton & Co Financial Services and Equitable Life, he has had his own business since 1994.
Ardtalla Wealth Management was set up in 2006 to deal specifically with high net worth individuals.
Brian accepted an invitation to become a Partner Practice of St. James's Place Wealth Management in 2009, as the range of products and services offered through St. James's Place is complemented and enhanced by those available from other carefully selected providers to enable us to meet all your financial planning requirements.
Susan has worked in financial services for nearly 20 years in an admin capacity and has worked with Ardtalla for over 6 years.