Niall Leyden Cfp® M.Sc. Email and Phone Number
About Me:Life is short, and time is our most precious resource. At Atlantic Wealth Management, I help successful entrepreneurs, business owners, and families transform their wealth into freedom—freedom to live on their terms, with clarity, security, and confidence.With over 25 years of experience, I’ve worked with Ireland’s leading entrepreneurs, business owners, and families to simplify complexity, protect their legacy, and create clarity for their future. My clients don’t just want advice—they want a trusted adviser who listens, understands, and delivers results.Our practice is exclusive and bespoke. We work with a select number of discerning clients referred by trusted professionals—tax consultants, accountants, solicitors—or through existing relationships. By focusing on tens, not hundreds, of clients, we deliver the highest level of personal care and expertise.What Makes Us Different?At Atlantic Wealth, we believe financial planning is about people first, money second.We create holistic, needs-based plans that align with your life and goals. Everything we do is grounded in three pillars: 1. Purpose: Defining what matters most—your life, your legacy. 2. Plan: Crafting a clear, actionable strategy. 3. Portfolio: Building and protecting wealth to fuel your freedom.This isn’t just about money—it’s about transforming your wealth into a life well-lived.Who We Work With:We specialise in working with: • Entrepreneurs and business owners preparing to exit or plan their next chapter. • Families and retired couples who want confidence that their wealth will provide for generations. • Company directors and professionals with complex financial lives seeking clarity and expert guidance.If you’re 45+, with €1M+ in net worth, and value bespoke advice and collaboration, we may be the perfect fit.What You Can Expect:✅ A clear plan for your financial independence.✅ Confidence that your wealth supports your goals.✅ Freedom to focus on what truly matters—your time, health, and relationships.Call to Action:Are you ready to achieve clarity, confidence, and freedom? Visit www.atlanticwm.ie or send me a message to schedule a consultation today.
Atlantic Wealth Management
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FounderAtlantic Wealth Management Jan 2024 - PresentIrelandAtlantic Wealth Management offers bespoke Executive Financial Planning tailored towards private banking customers, business owners, retired clients, executives & self employed professionals.We offer a customised service by providing advice, guidance & support in developing the best solutions for our clients individual circumstances. Also working exclusively with a select number of former Ulster Bank high net worth clients with Irish Life. My aim is to help all my long standing clients make the right choices regarding their financial future. Through careful analysis of clients current circumstances and future goals, I can assist in tailoring strategies to ensure your financial plan is right for you - now and in the future. My client centric approach starts with me fully understanding my clients objectives thereby earning their trust, respect and engagement as their financial adviser. Provide each of my clients with a professional service precisely calibrated to their individual needs & circumstances.Built a reputation as someone who understands the needs of my clients, whatever their walk of life, and responding to them effectively and discreetly.Offer ongoing advice and build high quality long term advisory relationships with all my family office clients to ensure they can make intelligent and informed decisions. Areas of expertise include: - Succession/Inheritance tax planning- Preserving & building on existing capital- Bespoke & highly professional Retirement Planning- Turning company profits in personal wealth- Tax Efficient Company Investment- Tax efficient ways of extracting money from the business- Pesion reviews/consolidation/Access/Wind-up - advising on the best suitable solution for the clients individual circumstances -
Regional Wealth Manager Cfp®Ulster Bank Wealth Management & Irish Life Financial Planning Sep 2003 - Sep 2023Successfully managed and built long term relationships with a portfolio of clients including business owners, company directors, private individuals, family offices, institutions & credit unions. Offered impartial specialised advice on Personal Financial Planning, Deposits and Cash Management Services, Investment Management, Retirement & Estate & Tax Planning.
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Executive Financial ConsultantPermanent Tsb Jan 1998 - Sep 2003GalwayHeld several positions within Permanent TSB, culminating in my appointment as Executive Financial Consultant in Galway. Awarded Financial Consultant of the Year in my 5 consecutive years with PTSB. -
Marketing ManagerIrish Permanent 1997 - 1998DublinMarketing Manager with Irish Permanent responsible for introducing new point of sales system which was introduced and rolled out across the bank. Worked exclusively with head of marketing on a number of marketing initiatives across the bank. Member of a successful team that helped deliver excellent results.
Niall Leyden Cfp® M.Sc. Skills
Niall Leyden Cfp® M.Sc. Education Details
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Sales & Marketing -
1St Class (1:1) -
Fpsb IrelandCfp® -
1St Class Honours 1:1 -
Business, Economics, Marketing -
Intitute Of Bankers / Life Insurance AssociationHonours
Frequently Asked Questions about Niall Leyden Cfp® M.Sc.
What company does Niall Leyden Cfp® M.Sc. work for?
Niall Leyden Cfp® M.Sc. works for Atlantic Wealth Management
What is Niall Leyden Cfp® M.Sc.'s role at the current company?
Niall Leyden Cfp® M.Sc.'s current role is ‘’Founder & MD of Atlantic Wealth Management | Trusted Adviser to Ireland’s Leading Entrepreneurs & Families | Transforming Wealth into Freedom Through Bespoke Financial Planning”.
What schools did Niall Leyden Cfp® M.Sc. attend?
Niall Leyden Cfp® M.Sc. attended National University Of Ireland, Galway, University College Dublin, Fpsb Ireland, University College Dublin, University Of Galway, Intitute Of Bankers / Life Insurance Association, Summerhill College.
What skills is Niall Leyden Cfp® M.Sc. known for?
Niall Leyden Cfp® M.Sc. has skills like Leadership, Estate Planning, Financial Advisory, Team Building, Banking, Pensions, Business Relationship Management, Retirement Planning, Financial Planning, Portfolio Management, Business Development, Investments.
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