about

SOUND

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

SOUND

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

Sarah Griffiths

Financial Consultant

David Moran

Financial Consultant

Ciaran Giles

Financial Consultant

David O’Connell

Financial Consultant

Áine McGroarty

Financial Consultant

Caroline Kelly

Financial Consultant

Emer Brogan

Financial Planning Team Manager

Wendy McKeown

Financial Planner

Patrick Brassil

Financial Planner

Ken Mason

Financial Planner

Kate Gallagher

Financial Planner

Ciara Jones

Customer Services Team Manager

Stephen Robb

Customer Services Administrator

Sheila Kehoe

Customer Services Administrator

Ioan Hughes

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

Deirdre Granville

Employee Benefits Administrator

Jill Maguire

Employee Risk Benefits Advisor

Paul Daly

SSAPS Administrator

Michal Kazmierczyk

SSAPS Administrator

John O’Sullivan

Employee Benefits Administrator

Vanya Uzunova

Employee Benefits Transition Advisor

Audrey McEnteggart

Employee Benefits Administration Manager

Tara Glynn

Employee Benefits Administrator

Frank Wellwood

Employee Benefits Administrator

Damien Ryan

Employee Benefits Administrator

Kayleigh McDonald

Employee Benefits Administrator

Grahame Walker

Employee Benefits Administrator

Colm Brennan

Managing Director

Diarmuid Bell

Financial Controller

Edel Hunt

Management Accountant

Lukas Prisvalka

Assistant Accountant

Ann Greene

Receptionist / PA

Bernadette Blincoe

Receptionist / Administrator

Claire Doolan

Marketing Manager

Feargal O’Sullivan

Compliance Consultant

Killian Coleman

Investment Research Analyst

Stephen Roche

Investment Research Analyst

Manju Kadam

I.T. Manager

Philip Ferguson, Acumen & Trust Pension Trustees DAC

Trustee Consultant

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)