Our Team


gerardGerard Ward B.Comm QFA RPA

Managing Director, PROactive Finance Ltd.

Gerard is a Qualified Financial Advisor and graduated from NUI Galway in 2004 with a degree in Commerce. Gerard joined the company in November 2014 and brought extensive experience from the financial sector in a number of fund accounting roles. Since 2005, he has spent time working with Northern Trust, JP Morgan and IFS State Street. Gerard completed a diploma in Retirement Planning Advice in June 2017. He is a member of the Life Insurance Association.

Phone: (087) 9308181
Email: gerard@proactivefinance.ie

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David Ward Snr. F.C.P.A., A.I.P.F.M., Dip. Dy. Sc.

Director, PROactive Finance Ltd.

David is a founding Director of PROactive Finance Ltd. and has been in business for over 25 years in Abbeyfeale, Co. Limerick as Principal of David Ward & Co., Certified Public Accountants & Statutory Audit Firm.


 

Charlotte Reidy BBS, QFA

Charlotte is a Qualified Financial Advisor who joined PROactive Finance Ltd. in June 2015 and has more than 14 years of experience in banking and finance roles. She graduated from the University of Limerick with a degree in Business Studies in 2000. Since starting with the company, Charlotte has received the APA designation in Private Medical Insurance. Charlotte is a member of the Life Insurance Association.


 

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