Our Team
Thomas Brennan
Founder of Brennan Wealth Group
Thomas Brennan is the Founder of Brennan Wealth Group and a Qualified Financial Advisor with over 25 years’ experience in the financial services industry.
Throughout his career, Thomas has advised clients across a wide range of financial planning, investment and wealth management needs, building an extensive and long-standing client portfolio.
Today, Brennan Wealth Group works with clients to manage and protect their wealth, with funds under management in excess of €60 million.
Thomas brings a highly experienced, practical and client-focused approach to wealth management, with an emphasis on long-term relationships, clear advice and helping clients make informed financial decisions with confidence.
Sofia Pelegio
Legal & Compliance Officer
Sofia is the Legal & Compliance Officer at Brennan Wealth Group and a former Big Four Manager with EY and KPMG. She is also a Senior Attorney with more than 10 years’ experience across legal, regulatory and compliance matters.
Her professional background includes leading complex corporate investigations, Anti-Money Laundering (AML/PLD) matters and compliance programmes, together with broader experience in governance, regulatory requirements and legal risk management.
Sofia brings extensive experience from both professional services and legal environments, with a strong focus on maintaining robust compliance standards, identifying regulatory risks and supporting effective internal policies and procedures.
At Brennan Wealth Group, Sofia works closely with management to oversee legal and compliance matters and to support the Group’s commitment to strong governance, regulatory compliance and the protection of its clients’ interests.
James Wormald
Financial Controller
James is the Financial Controller at Brennan Wealth Group and a highly qualified Chartered Accountant with extensive experience across accounting, audit, financial reporting and taxation.
He is an ACA-qualified Chartered Accountant, a Chartered Tax Adviser (CTA) and a Business Finance Professional (BFP), bringing a strong technical background in financial management, corporate reporting and regulatory compliance.
James has significant audit experience working with large and international businesses, including reviewing financial statements, identifying financial and operational risks, assessing internal systems and controls, and addressing complex accounting matters. His experience also includes investment analysis, group consolidations, impairment reviews, going-concern assessments and financial reporting under UK GAAP and IFRS.
At Brennan Wealth Group, James is responsible for financial control, reporting and oversight, supporting the management team in maintaining strong financial governance, accurate reporting and robust internal controls across the Group.
Nicolae Ghiba
Financial Planner
Nicolae is an experienced finance professional with a strong background in financial modelling, forecasting, business planning and financial analysis.
His experience includes developing detailed financial models, cash-flow projections, scenario analysis and forecasts to help businesses better understand their financial position and plan for the future.
As Financial Planner, Nicolae supports the financial planning process by analysing financial information, preparing projections and helping develop clear, structured plans based on clients’ financial objectives.
His analytical approach, attention to detail and experience working with complex financial information make him a valuable part of the Brennan Wealth Group team.
Anna Brown
Head of Client Success
Anna is the Head of Client Success at Brennan Wealth Group, bringing more than 16 years of experience in client relations, executive support, project management and business operations.
Throughout her career, Anna has worked closely with executives, businesses and clients, helping to manage relationships, coordinate projects, improve internal processes and deliver a consistently high standard of service. Her experience includes client and account management, workflow development, CRM systems and the organisation of complex day-to-day business operations.
Anna is highly experienced in creating efficient systems, improving communication and ensuring that clients receive responsive, professional and well-organised support throughout their relationship with the business.
At Brennan Wealth Group, Anna leads the client success function and plays a central role in client onboarding, ongoing communication and service delivery, helping to ensure that every client receives a professional, personal and consistently high-quality experience.
Azure Paul
Client Relations Specialist
Azure is a Client Relations Specialist at Brennan Wealth Group, bringing experience in account management, client communication, marketing coordination and relationship management. ([Upwork][1])
Her background has given her a strong understanding of how to manage client relationships professionally, communicate clearly and ensure that clients receive a responsive and well-organised service.
Working closely with the Head of Client Success, Azure supports client onboarding, ongoing communication, account administration and the coordination of day-to-day client requirements. Her strong interpersonal skills, attention to detail and organised approach help ensure that clients are kept informed and supported throughout their relationship with Brennan Wealth Group.
At Brennan Wealth Group, Azure plays an important role in delivering a professional, personal and consistently high standard of client service, helping to build strong and lasting client relationships.