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MANAGING DIRECTOR, CASTLE CAPITAL LTD

Jonathan McDonnell is a dynamic leader dedicated to elevating Castle Capital to new heights. His unwavering passion for teamwork, finance, and community sets him apart as a true industry standout.

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Known for his straight-shooting approach, Jonathan builds lasting relationships with clients and team members alike, earning their trust and admiration. With his deep commitment to his clients, mission-driven investments, and a strong sense of community, Jonathan consistently demonstrates a bold vision for growth and excellence. His strategic insights and forward-thinking leadership have positioned Castle Capital as a trusted name in the industry. A thought leader, Jonathan is also an inspiring mentor who fosters talent and encourages innovation within his team. His professional journey is characterised by a relentless pursuit of integrity, transparency, and impactful service—qualities that permeate every aspect of his work. Jonathan holds a degree in Marketing, Insurance, and Risk Management from the University of Limerick and is a Qualified Financial Advisor (QFA), Financial Planning Risk Advisor (FPRA). He is currently working towards the prestigious CERTIFIED FINANCIAL PLANNER™ designation, reflecting his commitment to continuous professional development and excellence. Beyond finance, Jonathan contributes actively to his community, serving as Chairman of the Brian Hunt Memorial Committee. Under his leadership, the committee has raised thousands of euros for charities like the Irish Kidney Association, Temple Street Children’s Hospital, and Cliona’s Foundation. He also supports youth sports as a football coach with Shelbourne AFC and shares a passion for golf, though he’s still perfecting his swing. Jonathan’s vision, dedication, and leadership continue to serve as a beacon for Castle Capital’s future success.

MANAGING DIRECTOR, CASTLE CAPITAL LTD

Fergus Murphy is an analytical and dedicated leader whose primary focus is the success and well-being of his clients. Known for his authentic personality and strong analytical skills, Fergus builds long-term relationships based on trust and genuine care.

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Clients value him not only for his expert guidance but also for his sincere approach and dedication to their financial futures. With over two decades of experience in financial services, Fergus’s hands-on expertise spans asset finance, mortgage lending, investments, life and pensions, pension law, and trusteeship. As a Revenue-approved Pensioneer Trustee, he possesses in-depth knowledge of pension administration and governance, enabling clients to plan confidently for the long term. Fergus holds a Master’s degree in Financial Planning from University College Dublin and is a proud CERTIFIED FINANCIAL PLANNER™ professional—recognised globally for excellence in financial advice. He also holds certifications as a Qualified Financial Advisor (QFA), Specialist Investment Advisor (SIA), Pension Trustee Practitioner (PTP), and in Responsible and Sustainable Finance. An active member of the Life Insurance Association (LIA) and Brokers Ireland, Fergus remains committed to ongoing professional development. At Castle Capital, Fergus’s every action is driven by a desire to serve his clients’ interests. He delivers clear, values-based advice with integrity and empathy, ensuring every financial plan is tailored, robust, and built on trust. Outside of work, Fergus enjoys quality time with his family and occasionally takes to his bike for a scenic ride, balancing his dedicated professional focus with personal renewal.

HEAD OF MORTGAGES

John has a remarkable superpower: his ability to genuinely listen to what clients want. Solution-oriented and highly supportive, John consistently finds ways to meet his clients’ needs and guide them through every step of their journey.

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His clients absolutely love him for his dedication, approachability, and unwavering support, knowing they are in capable hands. With over 25 years of experience in the financial services industry, John specializes in arranging a wide variety of mortgages, including self-builds, first-time buyers, and second-time buyers. He also assists clients with family protection, debt advice, and customized financial solutions, ensuring each client feels confident and well-supported. Beyond his professional achievements, John is a dedicated community advocate. He serves as the Chairperson of Breaking the Silence Group in Cobh, Co Cork, a voluntary organization committed to building a Suicide Safer Community through awareness, training, and support. Since its founding in 2007, the group has trained thousands across Ireland in suicide intervention and prevention, providing world-class programs like SafeTALK and ASSIST. John is an exceptional asset to Castle Capital, providing expert advice and financial solutions along with a caring, solutions-driven approach that clients trust and respect. His ongoing dedication to community and support makes him a truly outstanding leader and an inspiration both inside and outside of work.

SENIOR FINANCIAL PLANNER

Leah is a pioneering Financial Planner and an inspiring leader, dedicated to helping individuals and families make confident, informed financial choices.

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She holds several qualifications—including Qualified Financial Advisor (QFA), Retirement Planning Advisor (RPA), Specialist Investment Advisor (SIA), and Financial Planning Risk Advisor (FPRA)—and is in the final stages of earning her CERTIFIED FINANCIAL PLANNER™ designation. A proud graduate of the University of Limerick with a degree in Business, Leah has dedicated her career to advancing financial education and long-term planning. Her client-centred approach ensures that people feel educated, confident, and in control of their financial futures. She specialises in areas such as cash flow management, life and income protection, education funding, and retirement planning. Leah is also an exceptional role model, recently crowned the Limerick Rose, where she will proudly represent County Limerick in the international Rose of Tralee competition. Her journey as a leader continues to inspire many—she is highly respected for her work ethic, her advocacy for women in finance and beyond, and her dedication to breaking barriers for future generations. At Castle Capital, Leah is the driving force behind the Bláthú initiative, a community-focused programme she founded to support women in building financial confidence and personal growth. Her charitable work and leadership extend beyond her professional life. She coaches underage Gaelic football with Ahane GAA, plays with the Mothers & Others team, volunteers with NOVAS, and is a valued member of Network Ireland Limerick. In 2024, she was honoured with both the Shining Star Award and a National Judges’ Recognition Award for her outstanding contribution to financial services and community leadership. Leah’s strength, resilience, and trailblazing spirit make her a truly influential and inspiring figure— an important role model for women in finance and a driving force for positive change.

SENIOR FINANCIAL PLANNER

Colum Carroll brings a global perspective to Castle Capital, having spent the last 2 years in the Middle East working with clients on behalf of Castle Capital to help them achieve their financial goals.

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Colum is a CERTIFIED FINANCIAL PLANNER™  with a proven track record of helping clients build, manage, and protect their wealth. His expertise encompasses all areas of personal financial planning, including retirement planning, investment management, estate planning, savings strategies, and risk management. He adopts a straightforward, practical approach, working closely with individuals, families, and business owners to develop financial plans that align with their goals, values, and long-term priorities. With experience in both Irish and international financial planning, Colum brings a broad perspective and an insightful approach to every client relationship. Holding a degree in Financial Mathematics from the University of Limerick, he combines strong analytical skills with practical financial expertise. Outside of work, Colum is passionate about sport, playing senior hurling with Ahane GAA club. He is a dedicated supporter of the Limerick hurlers and Munster rugby, enjoying the excitement and camaraderie that come with supporting his teams across the country.

OFFICE MANAGER

Marie is the heartbeat of Castle Capital, making sure everything runs smoothly behind the scenes. As our Office Manager, she’s the friendly face you see when you walk through our doors and the warm voice you hear when you call us.

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With over 20 years of experience in the insurance industry, Marie’s positive “can do, will do” attitude and extensive knowledge make her an invaluable part of our team. Marie supports all business functions, expertly managing administrative tasks, ensuring compliance, and maintaining an organized and efficient office. Her attention to detail, professional approach, and genuine care help keep Castle Capital running smoothly and successfully. Outside of work, Marie is a proud mum who loves supporting her two active children in their sporting and extracurricular pursuits. When she’s not in the office or on the sidelines, she enjoys walking her dog, catching up with friends over coffee, or getting lost in a good book. Her warmth, energy, and down-to-earth nature truly embody the spirit of Castle Capital.

ASSOCIATE FINANCIAL PLANNER, PARAPLANNER

Dylan joined our team in 2023 as a Financial Planning Administrator, bringing energy, enthusiasm, and a proactive approach to everything he does.

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Well-liked by colleagues and clients alike, Dylan's friendly demeanour and positive attitude make him a valued member of the Castle Capital team. Dylan has his Qualified Financial Advisor certificate, and he is actively improving his skills every day, driven by a strong desire to become a Certified Financial Planner and advance along the Castle Capital Financial Planner career path. With several years of experience in the financial services industry, Dylan has a sharp eye for detail and a strong commitment to accuracy in his work. His background in Mathematics and Psychology from the University of Limerick gives him a unique mix of analytical thinking and understanding of client needs, which he uses to support the team and serve clients effectively. Currently, Dylan is working on completing his CFP exams to enhance his expertise in financial planning. His commitment to ongoing learning and professional development keeps him on track to become a trusted and skilled financial planner. Outside of work, Dylan enjoys playing and watching rugby, running, and reading. His active lifestyle and positive outlook contribute to the vibrant energy he brings to both his personal life and his career at Castle Capital.