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David Robb
Director Wealth Management at Acumen And Trust
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Work Experience
Director Wealth Management
Present
Stokes Kennedy Crowley
Tax Consultant
Present
Company Details
51-200 Employees
Financial Planning and Employee Benefits experts. At Acumen & Trust, 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. Whether you are a business owner, senior executive, employer, employee or retiree, our highly skilled team of over 50 professionally qualified staff are on hand to ensure your needs are taken care of. :: FINANCIAL PLANNING :: For personal clients we help you to makes sense of your finances and guide you in developing a road-map to ensure your financial security into the future. :: EMPLOYEE BENEFITS :: 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. We design and administer employee benefits schemes. Talk to a member of our team today to see how we can help.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services
HQ Location
4A Sandyford Business Centre Burton Hall Road Sandyford, Dublin 18, IE
Keywords
Financial PlanningInvestment AdviceRedundancy AdviceTax PlanningCorporate Pensionsand Corporate Health Insurance & Group Risk
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