Trust Matters Financial Planning
3 Eglinton Terrace, Dundrum, County Dublin D14 T9V0
Hours open
Monday:
8:30 AM - ?
Tuesday:
8:30 AM - 5:30 AM
Wednesday:
8:30 AM - 5:30 AM
Thursday:
8:30 AM - 5:30 AM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
Reviews
"Received great advice from Andrew & Conor regarding my pension options. They explained everything in detail, I never felt pressurized into making any decisions. They are always quick to respond to any queries and they take the time to ensure that you understand the process. I would definitely have no hesitation in recommending Trust Matters!"
"The Trust Matters team are great! They provided a tailored financial planning and management service to us. They take all the hassle and stress out of financial management. They are very patient and guided us every step of the way - especially reducing the paperwork time and bringing new investment ideas forward. Easy to work with, helpful, knowledgeable and always working in partnership with us. We feel we are in safe hands and I would highly recommend them to others!"
"The team at Trust Matters are exceptionally strong and have delivered a comprehensive and personalised financial planning service for myself and our family. A great team to work with who take the hassle and stress out of financial management. Easy to work with, transparent and consistently working towards our objectives, we feel in safe and trusted hands. I would highly recommend them to work with for all your financial planning requirements."
"We reached out to Trust Matters when our family was expanding. We wanted to make sure that we had adequate protection (Life Cover & Serious Illness) for our family of four. Jo Ryan, Conor Jordan and Natalie Murphy were excellent to deal with. We immediately felt in good hands with the wealth of knowledge, expertise and financial advice we recieved. With 2 children under 2 we don't have a lot of spare time but they made it so easy to do business with them. The whole customer journey, from the first meeting with Jo, the compliance, documentation and follow ups with Natalie and the closing with Conor was so seamless and effortless. We felt really looked after, listened to and now have great peace of mind with the level of protection we have for our family."
"Trust Matters have done a superb job in taking our pension and life policies and putting them in an optimal, well managed portfolio. This has given us a solid basis for our retirement income. We also needed to update our wills and get advice on income tax, and they have associated companies that deal with those. Their advice has been, and continues to be excellent. I would strongly recommend them."
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