At Castle Capital we have a flexible team of Experts that can take care of your Financial Planning Needs from Wealth Management, Mortgages, Investments, Protection & Pensions.
As a managing director, Jonathan is responsible for various aspects of the business. Client relationship management as well as the strategic direction of the business are at the top of Jonathan’s list. Jonathan has developed our personal and corporate financial planning methodologies and regularly meets with clients to discuss their financial planning requirements.
Jonathan is currently completing the CFP, is a Qualified Financial Advisor and has a degree in Marketing, Insurance and Risk Management from the University of Limerick.
Jonathan McDonnell QFA is also currently the chairman of a voluntary fundraiser – The Brian Hunt Memorial. The Brian Hunt Memorial Committee were recognised in 2012 by being nominated for the People of the Year in Limerick for raising €20,000 for the Irish Kidney Association. As chairman of the Brian Hunt Memorial, Jonathan has also helped raise €6,000 for Temple Street Children’s Hospital in 2013. As part of the 2014 fundraising efforts, Jonathan, committee members and friends alike competed in the Adare to Survive 7.5km Military Style obstacle course raising funds for Cliona’s Foundation, raising €1,500 in their efforts.
Jonathan is currently coaching youths soccer with Shelbourne AFC and has completed various coaching qualifications for soccer. He loves to tell people he can play golf as well. We’re yet to see him hit a ball though.
Fergus is a managing director of Castle Capital and involved in day to day business operations and client portfolio management. He has been employed in the financial services industry since 1999. His career roles have involved him in a wide range of disciplines including asset finance, mortgage lending, personal financial planning, life assurance, pension and investment advice, pension administration, pension law and trusteeship and is a Revenue approved Pensioneer Trustee.
He holds qualifications from the Institute of Banking, is a Qualified Financial Advisor (QFA), a Specialist Investment Advisor (SIA), a Licentiate of the Institute of Bankers, a Pension Trustee Practitioner (PTP) a member of the Life insurance Association (LIA) and a member of the Brokers Ireland. He holds a Master’s degree in Financial Planning from University College Dublin and is a CERTIFIED FINANCIAL PLANNER® professional.
When out of the office Fergus enjoys spending time with his family and getting out for an occasional cycle.
John Mansworth, Head of Mortgages is an accredited product advisor in Life Assurance and Mortgages. He specialises in providing and arranging Mortgages such as Self Builds, First Time Buyer and Second Time Buyer Mortgages. John also arranges Family Protection for clients and debt advice where needed.
John has worked in the Financial Services Industry for over 25 years, has a large network of clients and will continue to provide expert advice to new and existing clients.
John is the Chairperson of the Breaking the Silence Group in Cobh, Co Cork. Breaking the Silence is a Cobh-based voluntary group that works to help create a Suicide Safer Community by connecting the person at risk of suicide with life preserving resources. It specialises in Suicide Prevention Training, and was started by volunteers in 2007 after a high number of deaths by suicide in the area. Since being set up, Breaking the Silence has trained people all around Ireland. It is recognised as a leading voluntary group on driving suicide awareness and provides free programmes across Cork city and county in the areas of suicide intervention and Prevention. i.e Suicide First-Aid.
John has been an exceptional asset to the business with many new clients, active involvement in our marketing initiatives and he also manages individual and group accounts.
Garrett is our Corporate Financial Planner; his main responsibility is guiding our corporate clients to make certain they have the best and most robust benefit offering to their employees. Garrett also meets personal financial planning clients and helps them on their financial journey to help them reach their goals. Garrett is very passionate that all clients receive the best advice to ensure their financial wellbeing.
Garrett is a Qualified Financial Advisor and a Retirement Planning Advisor. He has over 30 years’ experience working for some of the largest Life and Pension Providers in Ireland.
Garrett is originally from Dublin and moved to Limerick over 20 years ago and still finds time to return to Dublin to see family and his beloved Dublin GAA team in Croke Park.
Garrett was involved until recently as an underage soccer coach and secretary of the club but now can enjoy watching his two children playing soccer, hurling, camogie, football, and tag rugby.
Leah is a qualified financial advisor (QFA) and retirement planning advisor (RPA).
Leah graduated from the University of Limerick with a degree in Business before qualifying as a financial advisor.
Leah is passionate about financial education, ‘ I strive to give my clients the understanding and ability to organise their finances in a way that allows them to reach their goals!’ Key areas of focus are cash flow management, protection, educational savings and retirement planning.
Outside of work, Leah is a typical busy mum, dedicating her evenings and weekends to GAA training or dance classes! The odd quiet evening is spent watching Netflix or the reading the latest Shari Lapena novel.
Marie is our Office Manager with over 20 years experience in the Insurance Industry. Marie has such a positive ‘can do, will do’ attitude which fits in perfectly with our team. Marie is front of office and looks after the day to day running of the office while also providing administrative assistance to the team. Marie’s experience within the industry and eye for detail is a real asset to our administrative and compliance departments.
Outside of work Marie enjoys spending time with her family but most of her time is spent on the sidelines cheering on her two busy children.
Meet Colum, our Associate Financial Planner. Colum is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, estate planning, protection planning, and investment & savings planning, he is well-equipped to provide holistic solutions to his clients’ financial needs. Colum takes a comprehensive approach to financial planning, leaving no stone unturned to ensure that his clients receive tailored solutions that fit their unique needs.
As a Qualified Financial Advisor (QFA), Colum is also currently working towards becoming a Certified Financial Planner, with completed modules in tax & estate planning and investment management. With a degree in Financial Mathematics from the University of Limerick Colum has a strong analytical skillset that he brings to his work.
When he’s not working, you can find Colum playing Senior hurling with Ahane GAA club. As a passionate sports fan, he enjoys the excitement and camaraderie that comes with supporting the Limerick hurlers and Munster rugby around the country.
Contact Colum today to take control of your finances and start working towards your financial goals!
+353 (0) 61 513 059
Monday – Friday: 9:00 to 17:30
Castle Capital Ltd, The Mulcair Centre, Annacotty Business Park, Annacotty, Co Limerick.