Barry –J. MacDonald
BA, MSc, TEP, CFP®
CEO & Private Wealth Manager
Barry MacDonald is a Dublin-based Private Wealth Manager who is passionate about preserving hard-earned wealth for the client families he serves.
Barry MacDonald is a Revenue approved Pensioneer Trustee, a Registered Trust & Estate Practitioner, he holds a Masters in Finance from UCD and is a Certified Financial Planner™ professional and is a Member of the Irish Institute of Pension Managers.
Barry’s previous experience working with BDO Simpson Xavier, AON Consulting and Grant Thornton in the area of Financial Planning has provided him with the tools for effective financial planning for the clients he now serves. He now specialises in developing close relationships with clients, listening to their needs and providing Financial Planning, Pensioneer Trustee and Trust & Estate Planning advice to help them reach their financial goals. He deals with clients from a wide variety of backgrounds from professionals, PLC directors, physicians, engineers, IT pharmaceutical and biotech, foundations and families. He uses specialist technology to implement the Financial Planning process. He is a former committee member of the Society of Trust & Estate Practitioners (STEP) and founder of the Society of Financial Planners Ireland (SFPI) and lectures in the Law Society of Ireland on the Trust & Estate Planning Diploma.
John K. MacDonald
MA, ACMA, CGMA, QFA
Director & Financial Advisor
John is a qualified Chartered Global Management Accountant and holds a Master’s Degree in Finance from Dublin City University. He has particular expertise in financial modelling and forward scenario planning for clients. Having worked as a financial consultant to the SME sector for many years he has significant experience of advising owner/managers on both corporate and personal financial planning issues. He has recently retired from the position of CFO with Axios International, a multinational management consultancy firm, of which he was a founding director. He is also a founding director of a US based not-for- profit foundation that supports healthcare programs in the developing world. John is Director of MacDonald Financial Consultants Limited and serves as Finance Director and compliance officer for the firm.
Certified Financial Planner™
Fiona McCann is a graduate of the University of Ulster, holding an honours degree in Business Studies and is a Certified Financial Planner™ professional.
Having started her career in information technology, she has also worked in business consultancy and banking. A qualified Certified Financial Planner™, she has over 10 years of experience in the Financial Services industry. Fiona joined MacDonald Financial Consultants in 2009 and provides vital ongoing support to our existing clients. Fiona specialises in using Life time cash flow forecasting for our new clients to help them understand their current position with a view to setting investment goals for the future.
Since joining, Fiona has full responsibility for setup, administration, compliance and management of our Small Self Administration Schemes. Fiona is also the point of contact for key business partners.