Linda O’Shea has joined CWM Wealth Management as Head of Life & Pensions.
A graduate of the University of Limerick, O'Shea (pictured) began her financial services career with New Ireland over 20 years ago and has joined CWM from Invesco, where she worked for the past decade.
CWM Wealth Management, which also trades as HerMoney, was established by Carol Brick in 2008.
CWM has also recruited Lynda McAuliffe to the role of business development manager. McAuliffe has joined from Quintas in Cork, where she worked for twelve years.
She is secretary of Network Cork member and an advocate of the importance of female representation in the financial industry.
CWM has 11 employees and Brick said she sees scope to increase headcount to 20 people by the end of 2023 as the company takes on mortgage broking too.
“As we enter our 15th year in business, we have a renewed and optimistic focus including plans to rebrand and expand our advisory services to include the opening of a brand-new mortgage division in mid-2023,” said Brick.
“The recent appointments reflect this, and I know as experienced and well-respected financial professionals, they will both be instrumental in moving our business forward in this exciting new direction.”