Chris has been working in financial services for almost 20 years.
He provides face to face advice to clients on a number of areas and specialises in Investment and Retirement Planning.
Chris believes the key to building long term lasting relationships with clients is based on trust and honesty and puts this at the forefront of the advice he gives to his clients.
Outside of work Chris enjoys spending time with his family. He is married with two young children. He also enjoys the occasional round of golf when he gets the chance.
After a very successful professional rugby career, Sheldon started working in financial services almost 15 years ago.
He enjoys working with clients to help them plan for their future and achieve their financial goals.
Sheldon provides advice across all areas of financial planning but more predominantly in the areas of Retirement and Investment Planning, and Protection for both family and businesses.
Sheldon has a young family with who most of his free time is spent. His other passion is rugby and is a season ticket holder at Ulster rugby.
Paul has been providing face to face financial advice to clients for a number of years.
In that time he has grown to specialise in Investment and Retirement planning for both personal and business clients.
Paul is married with a young family.
Donna has been working in financial services for over 20 years. She enjoys the day to day challenges of working in a busy wealth management Practice.
Away from work Donna is married with two sons. She also enjoys being involved in voluntary work in her local community.
Kirsten has almost 15 year’s experience in financial services, having worked in retail banking before joining Coulter Weir Wealth Management.
Kirsten is currently studying toward her Diploma in Financial Planning.
Kirsten is married and has two young sons. She also likes to spend her free time running and horse riding.