We'll begin by gathering all the information we need to get to know you better. We'll assess your current financial situation and then invite you to come and see us for a consultation to develop your financial roadmap and discuss recommendations for a secure future.
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At Acumen & Trust we strive to deliver professional excellence, and the right financial solutions to our clients, hence we have a dedicated in-house Investment Research team.
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Our experienced team provides financial, pensions and tax advice to over 2,000 individual clients based in Ireland. We simplify the complex nature of finance.
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Our thorough and unique 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.
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You'll get unrivalled financial guidance from our dedicated and professional team of Financial Advisors. We've the right mix of technical expertise coupled with financial knowledge to answer your questions, so just ask. Or if you want to meet to discuss your requirements we would be delighted to hear from you.
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