EMPLOYEE BENEFITS
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FINANCIAL ADVICE
20+ YEARS
OF EXPERTISE
If you need financial advice, why not give us a call today to see
how we can help you simplify the complex nature of finance.
About
At Acumen & Trust, our thorough, independent approach to analysing your finances sets us apart. We’ve focused on simplifying complex financial detail for our clients since 1996. We specialise in delivering financial planning advice, investment and pension solutions and currently manage more than €650m for our clients. Whether you are a business owner, senior executive, employer, employee or retiree, our highly skilled team of over 40 professionally qualified staff are on hand to ensure your needs are taken care of.
For personal clients we help you to makes sense of your finances and guide you in developing a plan to ensure your financial security into the future. For employers we can advise on a comprehensive employee benefits package incorporating company pension, protection and healthcare that will attract and retain the best employees. Talk to a member of our team today to see how we can help.
Our People
Employee Benefits
Financial Planning
Support Services
David Robb
Director, Personal Financial Planning
Conor Crowley
Director, Personal Financial Planning
Stephen Jones
Director
Bevan Cantrell
Financial Consultant
Ronan Dunne
Financial Consultant
David Moran
Financial Consultant
David O’Connell
Financial Consultant
Áine McGroarty
Financial Consultant
Kate Gallagher
Financial Consultant
Wendy McKeown
Financial Planner
Patrick Brassil
Senior Financial Planner
Stephen Robb
Financial Planner
Paul Daly
Financial Planner
Ciara Jones
Customer Services Team Manager
Ioan Hughes
Customer Services Administrator
David O’Gara
Customer Services Administrator
Ciaran Martin
Director, Employee Benefits
Fionan O’Sullivan
Corporate Sales Director
Karol Guerin
Employee Benefits Consultant
Gerard Brosnan
Employee Benefits Consultant
Deirdre Cantwell
Employee Benefits Consultant
Barry Lawler
Employee Benefits Consultant
Jennifer Power
Employee Benefits Consultant
Tara Glynn
Employee Benefits Consultant
Deirdre Granville
Employee Benefits Administrator
Jill Maguire
Employee Risk Benefits Advisor
Vanya Uzunova
Employee Benefits Transition Advisor
Audrey McEnteggart
Employee Benefits Administration Manager
Kayleigh McDonald
Employee Benefits Administrator
Grahame Walker
Employee Benefits Administrator
Colm Brennan
Managing Director
Feargal O’Sullivan
Compliance Consultant
Killian Coleman
Investment Research Analyst
Stephen Roche
Investment Research Analyst
Manju Kadam
I.T. Manager
Testimonials
We were recommended to Acumen & Trust by a friend because we wanted to understand where we were financially. They explained everything simply and gave a clear indication of where our finances were and offered solutions where we needed help. They were independent and very professional in their advice and we have a strong relationship with them. We would not hesitate to recommend Acumen & Trust to colleagues, friends and family.
Peter & Deirdre Smith (Clients of Acumen & Trust)
My main mantra is service to clients, I'm hugely interested in giving good service...clients come first...Acumen & Trust have that same ethos. We've started to send a lot of clients to Acumen & Trust, they're happy, we're happy, the i's are dotted and the t's are crossed, rules and regulations are abided. They have the clients' interest at stake.
Dermot O'Malley, Managing Partner at Dermot O'Malley & Co. (Accountants)
Kuehne + Nagel initially engaged with Acumen & Trust to understand their capabilities regarding providing a brokerage service to our pension scheme. The level of engagement and professionalism exceeded our expectations and they secured our business. However it was in the actual delivery of their service that they truly showed their value. Our staff have been extremely complimentary of the Acumen & Trust service provision and they have proven to be a worthy and valued partner of Kuehne + Nagel. Indeed their approach to pension advice for our staff was so comprehensive and delivered with real quality that our scores on a recent employee survey peaked on the retirement planning question.
Gerry McCabe, Human Resource Director at Keuhne + Nagel Ireland Ltd. (Client of Acumen & Trust)