By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
People

When you build your team, they build your business.

We’re team players, with a wide range of skills and expertise to keep us at the top of our game. As a group we click, and not just for the corny jokes but because we share a desire and drive to offer the best-in-class financial planning.

A woman at a meeting.
A man at a whiteboard.
A dog looks through a window.
A woman at a meeting.
A man at a whiteboard.
A dog looks through a window.
The Trust Matters team
A man at a whiteboard speaks to a room of people.
People at a meeting.
The Trust Matters team
A man at a whiteboard speaks to a room of people.
People at a meeting.

Meet our team.

Get to know the talented individuals behind Trust Matters.

Andrew O’Loughlin
Founder & CEO

As CEO Andrew leads the strategic growth of the business in a dynamic financial sector. He is an authentic leader, embodying passion for the company and its values. He’s also a sporty type with a love for golf and skiing which is accentuated by a wide range of vibrant attire.

Jan O’Loughlin
Marketing Director

Jan drives brand growth through diverse marketing strategies, supporting strategic decisions and communications. Known for innovative ideas and humorous accents, she enjoys tea to counter her cold hands, finding warmth in hiking the Wicklow hills and exploring sunny locales.

Fionán O’Sullivan
Director - Employee Benefits

With multinational and Irish market expertise, Fionán leads Trust Matters' Employee Benefits division, specialising in retirement solutions, group risk, and health insurance. A former hurler, Fionán uses his team skills to boost office morale with bear hugs and lots of laughter.

Sarah Milne
Head of Operations & Compliance

Sarah is guardian of client interests, ensuring that Trust Matters complies with Central Bank of Ireland regulations, while overseeing office operations and policy implementation. A dynamic team player, she enjoys diverse tasks, balancing work with family life, football, art, cooking, and running.

Conor Jordan
Head of Financial Planning

As a Certified Financial Planner (CFP) Conor delivers the highest standard of excellence in financial planning to Trust Matters' private clients. Besides developing bespoke plans to meet their unique needs, Conor fuels his passion for challenges by embracing adventurous travel and diverse sports.

Natalie Murphy
Administration Manager

Natalie, a meticulous admin maestro, ensures client files are pristine and queries are swiftly answered. With over 20 years in financial services, she's a pro at organizing personal affairs. When not dotting 'I's' and crossing 't's', she wields her knife in the kitchen, cooking up TLC-infused dishes.

Lisa Byrne
Head of Employee Benefits & Financial Services

Lisa, an affable financial guru, thrives on personal connections. She offers group employees a tailored, personal service to help achieve financial success outside of their company benefits. When off duty, she cherishes family time and enjoys reconnecting with nature in her beloved Wicklow.

Monica Kelly
Administrator - Employee Benefits

A seasoned pension administrator, Monica supports our busy Employee Benefits team by managing group client queries and liaising with life companies on proposals. She values teamwork and oversees a dynamic admin environment. In her spare time, she indulges in crime novels and tayto!

Gilberto Cagliari Netto
Building Manager/Receptionist

Gilberto, Trust Matters' welcoming face, ensures a friendly reception and the finest coffee on arrival. His dedication to maintaining our historic building makes it feel like home. Behind his warm smile lies a man of many talents, whether with a paintbrush or a frying pan, he creates exquisite works of art.

Buddy
The Best Boy

Buddy's role involves meeting and greeting clients, rolling on his back for tummy rubs and peeping through the glass to smile at clients during meetings. In recent years he has taken an interest in sales and has a high conversion rate. His spare time is spent in the park sniffing out squirrels.

Values

Core values that we live by.

Our core values guide our client-centred approach. We prioritise integrity, delivering personalised solutions with excellence. Collaboration, learning, and community engagement enhance our expertise, while diversity, adaptability and accountability ensure superior outcomes in a dynamic world.

Hands together icon

Trust

This is the foundation of our business. We work to build trust through compassion, consistent delivery of promised service, and transparency in everything we do.

People icon

People First

We prioritise individuals' needs, well-being, and interests in all decisions we make, valuing human dignity and rights in both business and social interactions.

Handshake icon

Respect

We value every individual's worth and dignity, irrespective of differences. Courtesy, consideration, listening, and avoiding actions that diminish others foster healthy relationships.

Hand on heart icon

Honesty

We operate with honesty, transparency, and sincerity. We never intend to mislead or deceive and openly share even uncomfortable information.

Hand holding a crown icon

7-Star Service

We strive for excellence, offering beyond-standard service. As part of Taney Advisory Group, we provide access to legal, tax, accounting, and mortgage experts.

Shirt and tie icon

Professionalism

We place great emphasis on demonstrating competence, reliability and integrity while being respectful, adaptable and taking ownership of our actions and decisions.

Hand holding a heart icon

Empathy

We empathise with clients by putting ourselves in their shoes, understanding emotions, offering compassionate support, and crafting tailored plans to meet their needs.

Hands together icon
Trust
Chevron down
People icon
People First
Chevron down
Handshake icon
Respect
Chevron down
Hand on heart icon
Honesty
Chevron down
Hand holding a crown icon
7-Star Service
Chevron down
Shirt and tie icon
Professionalism
Chevron down
Hand holding a heart icon
Empathy
Chevron down

Interested in a chat with our team?

If you would like to learn more about how Trust Matters can support you, get in touch. Contact us now for a chat with our team.

Blog

Trust Matters:
Insights and updates.

Practical insights, useful tips and the latest Trust Matters news.