When you build your team, they build your business.
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.
Meet our team.
Get to know the talented individuals behind Trust Matters.
As CEO Andrew leads the strategic growth of the business in a dynamic financial sector. He is an authentic leader, embodying passion for the company and its values. He’s also a sporty type with a love for golf and skiing which is accentuated by a wide range of vibrant attire.
Jan drives brand growth through diverse marketing strategies, supporting strategic decisions and communications. Known for innovative ideas and humorous accents, she enjoys tea to counter her cold hands, finding warmth in hiking the Wicklow hills and exploring sunny locales.
With multinational and Irish market expertise, Fionán leads Trust Matters' Employee Benefits division, specialising in retirement solutions, group risk, and health insurance. A former hurler, Fionán uses his team skills to boost office morale with bear hugs and lots of laughter.
Sarah is guardian of client interests, ensuring that Trust Matters complies with Central Bank of Ireland regulations, while overseeing office operations and policy implementation. A dynamic team player, she enjoys diverse tasks, balancing work with family life, football, art, cooking, and running.
As a Certified Financial Planner (CFP) Conor delivers the highest standard of excellence in financial planning to Trust Matters' private clients. Besides developing bespoke plans to meet their unique needs, Conor fuels his passion for challenges by embracing adventurous travel and diverse sports.
Lisa, an affable financial guru, thrives on personal connections. She offers group employees a tailored, personal service to help achieve financial success outside of their company benefits. When off duty, she cherishes family time and enjoys reconnecting with nature in her beloved Wicklow.
With a passion for empowering clients to achieve their goals, Stephen brings expertise in financial planning and a proactive, problem-solving mindset. He has a proven track record of delivering great results that drive long-term success. Outside work, he enjoys restoring classic cars, DIY projects, and thinking creatively to solve challenges.
Natalie, a meticulous admin maestro, ensures client files are pristine and queries are swiftly answered. With over 20 years in financial services, she's a pro at organizing personal affairs. When not dotting 'I's' and crossing 't's', she wields her knife in the kitchen, cooking up TLC-infused dishes.
A seasoned pension administrator, Monica supports our busy Employee Benefits team by managing group client queries and liaising with life companies on proposals. She values teamwork and oversees a dynamic admin environment. In her spare time, she indulges in crime novels and tayto!
Known for his keen eye for detail, Rowan brings a meticulous approach to every client file, ensuring compliance standards are flawlessly met and no stone is left unturned. Hailing from warm South African climes, Rowan is passionate about cricket but now sadly plays more defence against the Irish weather than the bowlers!
Dale is a seasoned pro who can navigate the world of pension administration with ease. A natural born trainer who likes to optimise processes, Dale genuinely loves helping clients meet their financial needs. Beyond work, Dale is a passionate musician with a keen eye (and ear!) for finding musical connections in everyday life.
Gilberto, Trust Matters' welcoming face, ensures a friendly reception and the finest coffee on arrival. His dedication to maintaining our historic building makes it feel like home. Behind his warm smile lies a man of many talents, whether with a paintbrush or a frying pan, he creates exquisite works of art.
Buddy's role involves meeting and greeting clients, rolling on his back for tummy rubs and peeping through the glass to smile at clients during meetings. In recent years he has taken an interest in sales and has a high conversion rate. His spare time is spent in the park sniffing out squirrels.
Core values that we live by.
Our core values guide our client-centred approach. We prioritise integrity, delivering personalised solutions with excellence. Collaboration, learning, and community engagement enhance our expertise, while diversity, adaptability and accountability ensure superior outcomes in a dynamic world.
Trust
This is the foundation of our business. We work to build trust through compassion, consistent delivery of promised service, and transparency in everything we do.
People First
We prioritise individuals' needs, well-being, and interests in all decisions we make, valuing human dignity and rights in both business and social interactions.
Respect
We value every individual's worth and dignity, irrespective of differences. Courtesy, consideration, listening, and avoiding actions that diminish others foster healthy relationships.
Honesty
We operate with honesty, transparency, and sincerity. We never intend to mislead or deceive and openly share even uncomfortable information.
7-Star Service
We strive for excellence, offering beyond-standard service. As part of Taney Advisory Group, we provide access to legal, tax, accounting, and mortgage experts.
Professionalism
We place great emphasis on demonstrating competence, reliability and integrity while being respectful, adaptable and taking ownership of our actions and decisions.
Empathy
We empathise with clients by putting ourselves in their shoes, understanding emotions, offering compassionate support, and crafting tailored plans to meet their needs.
Interested in a chat with our team?
If you would like to learn more about how Trust Matters can support you, get in touch. Contact us now for a chat with our team.
Trust Matters:
Insights and updates.
Practical insights, useful tips and the latest Trust Matters news.
