Acumen & Trust: The Natural Choice for your Financial Future
We deliver independent financial advice to a nationwide client base from our headquarters in Sandyford, Dublin. Our thorough, independent approach to analysing your finances sets us apart. We've focused on simplifying complex financial details for our clients in Ireland since 1996.
We specialise in delivering financial planning advice, investment and pension solutions and currently manage more than €1bn for our clients.
We strive to deliver excellence, professionalism and strategic solutions to Individuals, Employers, Executives, Trustees and Pension Plan members alike.
For personal clients, our robust financial planning advice focuses on managing income and capital planning needs effectively, to preserve and grow assets in a tax efficient manner.
Corporate clients benefit from a range of specialised advisory and administration services, in relation to Employee Benefits packages including pensions plans, investment advice, health insurance and group risk.
We value lasting relationships and work with more than 2,000 indvidual and 350 corporate clients, putting you at the centre of everything we do. We're proud to say that we've grown our business almost exclusively on referrals and most of our original clients are still with us today.
We find solutions based on impartial thinking - we're not tied to any banks or financial institutions. We consider all the opportunities and possible risks to your financial health in developing a clear roadmap to your future financial security. To support you further, we have a team of researchers that continuously review the financial markets and investment options, to ensure we bring you the best value and solutions available.
You'll find we are the natural choice for your financial future.
Opening Hours8.30am - 12.30pm, 1.30pm - 5.30pm Monday to Thursday
8.30am - 12.30pm, 1.30pm - 3.00pm Friday