Our Services
Here at Callery Wealth Management Ltd. we offer Life Stage Financial Planning services to clients.
Your financial requirements will change throughout your life as your personal circumstances change.
It is therefore important to have a plan in place in order to meet your key financial needs and goals.
Our expert financial guidance will help you explore your requirements and assist you in making informed decisions based on the options available to you.
Take control over your future financial security now.
Who We Are
Niall Callery
MSc, CFP®, Grad Dip, SIA, QFA, LIB, ACCA CDip (AF)
Company Director & Qualified Financial Advisor
Niall is director and owner of Callery Wealth Management Ltd.
Prior to establishing Callery Wealth Management Ltd he spent 17 years as director of Momentum Financial Services Ltd.
In his earlier career Niall worked for AIB for 15 years, the last role held being that of Wealth Management Advisor.
Siobhán Byrne
BA IML, QFA
Qualified Financial Advisor
Siobhán is a Qualified Financial Advisor and joined Callery Wealth Management Ltd. at its establishment in July 2023.
She originally graduated from Dublin City University with an honours degree in International Marketing and Languages and subsequently furthered her studies and qualified as a Financial Advisor.
At the outset of her professional career in the Financial Services Sector, she held the position of Client Services Manager for the Germanic Markets.
She then diversified into the legal field, where she assumed the role of Office Manager, supporting a sole practitioner solicitor.
In 2014 Siobhán joined Momentum Financial Services Ltd. and held the position of Compliance, Marketing and Client Services Manager, where she remained until mid-2023.
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