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Lisa Mcmahon
Client Portfolio Executive at Independent Trustee
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Work Experience
Client Portfolio Executive
Jan 2012 - Present · 13 years
Company Details
51-200 Employees
Independent Trustee Company is an Irish-owned professional pension trustee company, established in 1994. We are based in Harmony Court in Dublin city centre and employ over 70 staff. Our focus is on delivering flexible and transparent pension plans for our clients. We are now one of the largest providers of self-administered pension structures in Ireland. We administer more than €2 billion of client funds in over 5,500 pension structures. We pride ourselves on our high-quality professional pension trustee service and ensure that our staff have the skills and expertise to provide a highly efficient and professional service to our clients and advisors. Our technical department - of specialists, accountants, tax consultants and solicitors - reviews and interprets changes in legislation. This enables us to provide comprehensive guidance so that our clients gain full advantage from their pension structures within Revenue guidelines. Call us now to talk to one of our professional pension trustees - 01 661 1022
Year Founded
1994
Social Media
Linkedin
Industry
Financial Services, Activities Related to Real Estate, Real Estate and Rental and Leasing
HQ Location
Harmony Court Harmony Row Dublin, 2, IE
Keywords
Self-administered pensionsTax efficient wealth managementProperty investmentAlternative investmentsand Pension law experts
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