Senior financial advisor with 17 years experience in the Life and Pensions industry, specialising in wealth management services. "I love working for a company where the needs and wants of its clients are paramount to every decision made within the organisation."
Minister Heather Humphreys has announced the publication of landmark legislation for the Automatic Enrolment Retirement Savings System, a move we have long been waiting for. With around 800,000 workers set to join a new retirement savings scheme from January 2025, this marks a pivotal moment in supporting individuals during their retirement years. Here are our…
Private Client Administrator The Role Trust Matters Financial Planning is seeking a highly organised, friendly and trustworthy individual to join our Administration team as Private Client Administrator. Reporting to the Head of Operations, this is a great role for someone who relishes a challenge in a company that is at an exciting stage of growth.…
Trust Matters Financial Planning is seeking a highly organised, friendly and trustworthy individual to join our Employee Benefits team. We have recently launched a comprehensive Employee Benefits Management service tailored to meet the evolving needs of businesses of all sizes. With a focus on delivering high-quality employee benefit programs, we aim to enhance our clients’…
Trust Matters Earn All Ireland Business Foundation’s Award of Excellence For Outstanding Contribution To The Environment.
October is more than just a month of falling leaves and pumpkins; it’s Breast Cancer Awareness Month. This annual campaign aims to increase awareness about breast cancer, promote early detection, and raise funds for research and support for those affected by this disease. A startling fact is that every 29 seconds someone in the world…
A hot topic in markets right now is that of the “debt ceiling” and how we can plan financially amid the ongoing political stalemate. What is the ‘debt ceiling’? The debt ceiling is a US legislative limit on the amount of national debt that can be incurred by the U.S. Treasury, thus limiting how much…
Trust Matters Joins as an Event Supporter with Ireland’s Premier Business Event, the All-Ireland Business Summit Trust Matters is proud to announce its support of the All-Ireland Business Summit as an event supporter on May 10th at Croke Park. The summit will bring together hundreds of CEOs, business owners, and leaders to expand their networks…
According to a recent PwC consumer survey for Ireland almost half of Irish consumers say they are either extremely or very concerned about their personal finances, and three-quarters of the survey have cut back or stopped non-essential spending altogether. It can be hard to turn these concerns around but as financial planners, our job is to help…
When it comes to the future, many business owners and investors I meet are mainly concerned with growing their investments more and more throughout their lives with visions of a healthy retirement nest egg. Of lesser concern are the implications that go with the level of growth achieved, and what happens to the nest egg when they themselves go through the pearly white gates. Fair enough you might…
Whether you’ve just had your first baby, or you already have a mini football team, you’ll know that parenthood is life-changing. Your time is no longer your own, life is always busy, and you hardly see your own income. With 100% focus on raising your little ones, it’s easy to become a second-class citizen in…