They say when you build your team, they build your business… and we affirm that. We’re team players, with a wide range of skills and expertise to keep us at the top of our game. As a group we click, and not just for the corny jokes but because we share a desire and drive to offer the best-in-class financial planning.
About Us
Andrew O’Loughlin
Founder and CEO
As CEO here at Trust Matters I’m responsible for the strategic direction of the company.
Sarah Milne QFA LCI
Head of Compliance
I started my career in Bank of Ireland, working in HR but moved quite quickly to administrative support..
Jan O'Loughlin
Marketing Director
I bring 25 years marketing experience from a wide variety of industries to the business. My experience includes
Conor Jordan BSc QFA SIA RPA Grad Dip
Head of Financial Planning
I started my career as a Financial Consultant when I joined Bank of Ireland in 2006. Since then, I have …
Lisa Byrne QFA RPA
Head of Financial Services
I have more than 25 years’ experience in the financial services industry. Having started my career in banking,
Natalie Murphy
Administration Manager
I started my career in financial services over 20 years ago and have undertaken a variety of challenging roles since.
Monica Kelly QFA RPA PTP
Administrator
After a year in AIB I spent 22 years working in pensions administration in Aviva Life and Pensions.
Gilberto Cagliari Netto
Building Manager and Receptionist
Before coming to Ireland from my home in Brazil I worked in fashion, both in retail and as a model. I also had a couple of customer service roles,
Values
The things that matter most to us are:
This is the foundation of our business. We have very close, personal relationships with our clients. They know us and we know them, very well. Open, frank discussions are a compulsory part of our relationships.
Honesty and strong moral principles are central to everything we do. Our business decisions are based on experience and integrity.
We build very strong relationships and friendships with our clients but never at the expense of a professional service. We ensure that interaction with our clients is consistently high quality.
We diversify a portfolio widely and spread your investments broadly to protect against losses.
We remain true to ourselves and to our clients. We continually strive for improvement and keep clients aware of all developments about ourselves, the markets and their investments.
We genuinely care about people, whether they are our clients, business partners or our team. We endeavour to see things from all perspectives to deliver the best solutions and results.
Find Out More
To learn more about how Trust Matters can work with you in planning your financial future, contact us today.