Hear from some of the people who put their trust in us.
Our clients’ financial planning requirements vary greatly, no two are the same. But one thing they do share is the emotional concern over their financial future and how to manage it.
Testimonials
Victor Clarke
Clarke Jeffers & Co
“I have known, and done business with Andrew O’Loughlin for the last six years.
Initially Andrew provided some sundry advices to me but over time, and given his strong commitment, has taken over all my insurance and pension requirements, together with those of my firm and the relevant partners therein.
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Andrew has an extremely personable way about him while maintaining a very professional approach. I have always found his advice to be client focused and well timed. His knowledge of the pension and investment industry is second to none and at no stage have we ever raised a query with Andrew that he hasn’t been able to deal with efficiently and promptly. On top of this, Andrew has always been extremely accommodating, travelling to our offices in Carlow.
In addition to Andrew’s professionalism and deep knowledge of the industry, he has always been extremely approachable, good humoured and most importantly, sensitive to all our requirements. Quite simply he provides an air of confidence which is well backed up in the results that he has obtained for us and the firm.
I would have no hesitation in recommending Andrew and his business. It is most refreshing to encounter a professional who is genuinely interested in the client and the client’s success, and is quite prepared to offer advice which other brokers may see as self-defeating to their own interests. Accordingly, and for this very reason, he has gained the absolute trust of myself and the firm and we see many, many more years of successful dealing together.
If you have any queries or questions at all I would be happy to address them.” (February 2021)
Dervilla O'Brien
“My defined benefit pension having closed down, I was very worried about my financial future. I didn’t have a clear picture of my overall financial position, and had no idea how to make up the deficit. Andrew O’Loughlin reviewed my situation, clearly explained all elements, and suggested some options to secure my financial future. He really listened to my requirements and I felt (and continue to feel) in control of my own financial destiny. I’m really happy I came to Trust Matters.” (August 2018)
Patricia Finnegan
“Understanding and wisdom are largely forgotten under an avalanche of information. Andrew crossed our threshold to give advice to my husband and I regarding investment and pensions. He showed great knowledge and depth of his brief and the ability to impart that knowledge over the years.
Sadly, my husband passed away. Andrew showed great kindness, understanding, consideration and support . He continues to guide and advise me, and I will be eternally grateful for his kindness. I absolutely trust his judgment and value his ongoing support.
“Dependability is the foundation of good character”. He is honest, trustworthy, reliable, always patient and… has a wicked sense of humour”. (November 2020)
Louise Giffney
“I am so very blessed to have Andrew as my amazing financial planner, and now one of my dearest friends. I have absolutely no idea what I would have done without him especially in the past few years. Losing my husband David was the hardest thing I have ever had to go through, and Andrew was there for both of us and the girls during the time he was so ill and especially after he passed away. I am forever grateful to Andrew for all the times he called to visit and spend time with us, it was a great comfort to David knowing Andrew would take great care of myself and the girls’ financial future.
Andrew has the biggest heart of anyone I have ever met, and is such an expert in all areas financial. I wouldn’t trust anybody else in this world to take care of my financial future. Anyone who is fortune enough to have Andrew as their financial planner will have complete peace of mind and also an amazing true friend for life.” (May 2016)
Anne Devitt
10 March 2023
We have been with Andrew and Trust Matters for about ten years and are very happy with the service. Andrew and his colleagues are always very courteous and respond quickly to any query. The advice is excellent and everything is very well explained.
I would have no hesitation recommending Trust Matters for financial advice and planning.
Patricia Roche
22 November 2022
Received great advice from Andrew & Conor regarding my pension options. They explained everything in detail, I never felt pressurized into making any decisions. They are always quick to respond to any queries and they take the time to ensure that you understand the process. I would definitely have no hesitation in recommending Trust Matters!
Vicki Stevenson
20 November 2022
The Trust Matters team are great! They provided a tailored financial planning and management service to us. They take all the hassle and stress out of financial management. They are very patient and guided us every step of the way - especially reducing the paperwork time and bringing new investment ideas forward. Easy to work with, helpful, knowledgeable and always working in partnership with us. We feel we are in safe hands and I would highly recommend them to others!
Joe Walsh
18 November 2022
Since engaging with Trust Matters, I feel more secure about my future. They identified areas for improvement and supported with all necessary documentation. My best investment yet!
David Harris
16 November 2022
The team at Trust Matters are exceptionally strong and have delivered a comprehensive and personalised financial planning service for myself and our family. A great team to work with who take the hassle and stress out of financial management. Easy to work with, transparent and consistently working towards our objectives, we feel in safe and trusted hands. I would highly recommend them to work with for all your financial planning requirements.
laura doyle
27 October 2022
We reached out to Trust Matters when our family was expanding. We wanted to make sure that we had adequate protection (Life Cover & Serious Illness) for our family of four.
Jo Ryan, Conor Jordan and Natalie Murphy were excellent to deal with. We immediately felt in good hands with the wealth of knowledge, expertise and financial advice we recieved.
With 2 children under 2 we don't have a lot of spare time but they made it so easy to do business with them. The whole customer journey, from the first meeting with Jo, the compliance, documentation and follow ups with Natalie and the closing with Conor was so seamless and effortless.
We felt really looked after, listened to and now have great peace of mind with the level of protection we have for our family.
Louise
29 July 2022
I cannot recommend highly enough Trust Matters and the attention and care they have given me not just on a business basis but on a personal level too. I can relax knowing my finances are being well taken care of at the present and for the future. I would like to say a big thank you to Jo, Conor, Sarah and Andrew for the peace of mind they have given me. I also very much appreciate the monthly updates too.
Christine Higgins
21 June 2022
extremely helpful , trustworthy and professional
Mike Hayes
31 May 2022
Trust Matters have done a superb job in taking our pension and life policies and putting them in an optimal, well managed portfolio. This has given us a solid basis for our retirement income.
We also needed to update our wills and get advice on income tax, and they have associated companies that deal with those.
Their advice has been, and continues to be excellent.
I would strongly recommend them.