Trust Matters Financial Planning to Join Unio Financial Services

Trust Matters Financial Planning has entered into an agreement to become part of Unio Financial Services, subject to regulatory approval.

This is an important milestone for Trust Matters Financial Planning and a decision we have considered carefully. We believe joining Unio is the right next step for our business, our team and, most importantly, our clients.

Strengthening what we do for clients

At the heart of our decision is a simple objective: to strengthen our ability to support our clients for the long term.

As part of Unio, we will have access to additional resources, expertise, investment capabilities and technology. This will give us greater support behind the scenes and enhance our ability to deliver the high-quality financial advice and personal service our clients know and value.

Our approach will remain centred on understanding each client's circumstances, goals and priorities and providing advice that is tailored to them.

Why Unio Financial Services?

Unio Financial Services is one of Ireland’s leading Wealth Management and Employee Benefits firms. We were attracted to Unio because of the strong alignment between our businesses and our shared focus on clients, advice and long-term relationships.

Unio has an ambitious vision for the future of wealth management and financial planning in Ireland. As the country experiences the first significant wave of intergenerational wealth transfer, we believe the need for trusted, high-quality financial advice will continue to grow.

The strength of Unio 's leadership team under CEO Richard Jones, its investment in technology and its depth of expertise made it a compelling fit for Trust Matters Financial Planning.

We believe that combining our experience and client relationships with Unio's wider resources and capabilities will create significant opportunities for the future.

What does this mean forour clients?

For our clients, the most important thing is continuity. Our team will remain the same, and the personal relationships at the heart of our business will continue.

There will be no changes to your existing pension, investment, insurance or employee benefit arrangements as a result of this announcement. There are also no fee changes being announced as part of this communication.

No action is required from you at this stage.

The transaction has not yet completed and remains subject to regulatory approval. We will keep clients informed as the process progresses and will confirm once the transaction has completed and all necessary approvals have been received.

Building on what we have created

Trust Matters Financial Planning has been built around trusted advice, personal relationships and a long-term commitment to our clients.

Over the last 10 years, the business has grown to approximately €350 million in assets under advice. We are extremely proud of what our team has achieved and, above all, of the trust our clients have placed in us.

Joining Unio allows us to build on that foundation while remaining true to the values that have shaped Trust Matters Financial Planning from the beginning.

As Andrew O’Loughlin, Founder and CEO of TrustMatters Financial Planning, said:

“The decision to join Unio is firmly rooted in what is best for our clients and our people. We have built something we are extremely proud of at Trust Matters Financial Planning, and this feels like the right next step.

Combining our business with Unio gives us the scale and resources to take that success further, while staying true to the relationships and service that have always been at the heart of what we do.

We see those same values reflected in Unio and are excited about becoming part of a business that shares our vision for the future of wealth management in Ireland.”

Looking ahead

This marks the beginning of an exciting new chapter for Trust Matters Financial Planning.

While our ownership will change as we join Unio, our commitment to our clients will not. We will continue to provide the personal advice and service you expect from us, supported by the additional expertise, resources and capabilities that becoming part of Unio will bring.

Our aim is simple: to keep doing what we do well, while giving ourselves greater capability to do it even better.

We are grateful for the trust our clients have placed in us and look forward to continuing to work with you throughout this next chapter.

‍