BES Management Limited, a joint venture company between BDO and Davy which raises, invests and manages the Davy BES/EII Scheme Funds (with c. €85 million under management) to assist and support company management teams execute their business growth plans.BES Management Limited is the longest running fund manager in the Country and has raised over €140 million which has been invested in established and expanding companies operating in the Food & Agri, manufacturing, engineering, ICT and renewable energy sectors.My role within the team focused on the Employment and Investment Incentive Scheme (“EII Scheme”) - the reformed and revamped Business Expansion Scheme (“BES”) - a tax relief incentive scheme which provides tax relief to eligible investors for investments in certain qualifying SMEs.

Opportune Trust delivers independent advice to Irish resident individuals and their families, focusing on pension and succession planning, tax efficient financial planning and asset management. My roles here included the preparation of client net asset values, liaising with Investment Managers/Trustees & updating clients, reviewing investment proposals, preparing cashflow plans for clients & their families, assisting in identifying tax efficient structures and presenting to clients & trustees.