Ireland 
USA 
Director
Christy Nevin
Financial planning
Areas of expertise
Christy provides holistic financial planning specialising in:
Investment portfolio construction
Retirement planning
Inter-generational estate planning
Experience
With 20 years working in the wealth management profession, Christy has gained extensive experience of working with individuals and their families.
Having grown up locally, Christy moved back to join the Cambridge office in 2013.
Notable client work and achievements
Helped a couple understand they could stop working ten years earlier than they had expected by mapping out their future using cash flow forecasting and combining this with a review of their existing pensions and investments.
Professional qualifications and memberships
Christy is a Member of Personal Finance Society and holds the diploma in financial planning from the Chartered Insurance Institute (CII). Christy also holds the advanced qualification in Investment Planning.