At Bespoke Investments Limited, in conjunction with our sister trustee company, Bespoke Trustees Limited, our aim is to provide financial advisors in Ireland with the highest quality ‘Bespoke’ self-administered pension products and ‘Bespoke’ structured investment products.
Bespoke does not offer financial advice directly, rather we distribute our pension and investment products through our network of over 130 authorised insurance and investment intermediaries nationwide. Bespoke offers intermediaries and their clients formidable technical expertise, with three Revenue Appointed Pensioneer Trustees, four Qualified Financial Advisors (QFA), two Fellows of the Association of Chartered Certified Accountants (FCCA) and one Associate of the Institute of Taxation of Ireland (AITI) on its team. We also retain the best external technical advisors in the industry to complement our own internal technical prowess, with former Revenue Commissioner Clive Slattery retained for the provision of Revenue based pensions advice and a top pensions based legal firm for pensions based legal advice.
In order to distribute Bespoke Investment Limited’s pension and investment products, financial advisors must have an agency with Bespoke Investments Limited. Financial advisors interested in obtaining an agency, please download, complete and return the agency application form in the agency application section of the website.
John McDonnell BBS QFA LIAP
Managing Director and Pensioneer Trustee
John McDonnell is Bespoke’s Managing Director. John holds a Bachelor of Business studies (BBS) degree from University of Limerick as well as the Life Assurance Association’s (LIA) Qualified Financial Advisor (QFA) and Pensions (LIAP) diploma. John is a Revenue appointed Pensioneer Trustee in his personal capacity. After completing his degree John spent 3 years with Eagle Star Life (Now Zurich) as broker consultant in the Northeast region.
In 2003 John formed Cathedral Financial Consultants Limited, a Dundalk based brokerage in which he still retains a board position. John was instrumental in setting up both Bespoke Trustees Limited in 2006 and sister company Bespoke Investments Limited in 2008, where he works on a full time basis. Having worked both in broker consultancy and as a pensions and investment broker, John is acutely aware of the requirements of the Financial broker in the current market and believes Bespoke are ideally placed to provide the best in class service to its nationwide broker network.
email@example.com 086 8341370
John McEneaney FCCA
Chairman, Director and Pensioneer Trustee
John McEneaney joined the firm of KMR Chartered Accountants in 1978 and became a partner in 1989. John has developed extensive networks in business, banking and legal circles. John is Chairman and a director of Bespoke Investments Ltd and is responsible for the strategic direction of the company. John sits on the board of a number of private limited companies acting as an executive director and business consultant. John is a Revenue appointed Pensioneer Trustee in a personal capacity.
firstname.lastname@example.org 087 2562488
Admin Manager, Pensioneer Trustee and Company Secretary
Mary Logan has been with Bespoke Investments Limited since its inception. Mary is a Revenue approved Pensioneer Trustee, an AITI Chartered Tax Adviser (CTA) and holds a Degree in International Business Communications (BA), a Qualified Financial Advisor Diploma (QFA) and a Diploma in Mutual Funds. Mary has extensive experience in the pensions industry. She works with brokers and intermediaries in providing their clients with technical advice with regard to their retirement planning.
Prior to joining Bespoke, Mary worked in corporate finance for over 6 years with Citgroup. She has considerable experience in many areas of international financial administration and settlements providing client services to the major financial institutions and Banks in the UK and US.
Sterrin has worked with Bespoke Investments Limited since it’s inception with over 10 years combined experience in both the pensions and banking sector, prior to joining Bespoke. Sterrin holds the Institute of Bankers Qualified Financial Advisor (QFA) Diploma, Institute of Bankers Specialist Certificate in Customer Relationships & Services, Institute of Bankers Specialist Certificate in Credit & Lending, Bank of Ireland Business Banking Certificate. Sterrin worked for a number of years in a large life and pensions brokerage in the north east and prior to that spent 10 years with major Irish bank.
Pauline has worked in the life & pensions industry for over 14 years, and has worked with Bespoke Investments Ltd for over 5 years. Prior to joining, she worked in a major northeast brokerage for a number of years, & prior to that, spent over 6 years working for a large Irish insurance company. She has extensive experience in all areas of the life & pensions sector. Pauline holds a Financial Planning Diploma (QFA), a Professional Diploma in Compliance (LCOI), and a Diploma in Management & Industrial Relations. She is a member of the LIA & Association of Compliance Officers in Ireland.
Sara has worked for Bespoke Investments Limited for almost 3 years with over 8 years combined experience in both the pensions and banking sector, prior to joining Bespoke. Sara holds the Institute of Bankers Qualified Financial Advisor (QFA) Diploma.