Client book

14 of 14 clients · 2 overdue contact
Execution-only
peter.loughlin@outlook.ie
Individual
Execution Only€310,800-€413.9K€388Adventurous5 months ago4 Jul 2026
ARF
ruairi.macsuibhne@gmail.com
ARF
Advisory€528,000-€4.5K€1.8KBalanced3 months ago6 May 2027
Charity
accounts@cuanmara.ie
Charity
Discretionary€615,000€21.7K€2.7KCautious3 months ago3 Oct 2026
Education Planning
sorcha.hegarty@gmail.com
Joint
Advisory€186,000€5.2K€651Balanced2 months ago21 Jan 2027
Institution
finance@ballyvourneycu.ie
Credit Union
Discretionary€2,450,000€15.6K€11KCautious2 months ago30 Sep 2026
Self-Administered Pension
cormac@duignanconsulting.ie
Self-Administered Pension
Advisory€1,240,000€28.8K€4.8KBalanced1 month ago15 Nov 2026
Corporate
brian@hartnettmotors.ie
Corporate
Discretionary€1,050,000€356.6K€12.4KCautious28 days ago14 Nov 2026
Charity
finance@ashlingtrust.ie
Charity
Discretionary€944,400-€115.3K€8.5KBalanced22 days ago26 Jan 2027
Family Office
trustees@fitzgeraldtrust.ie
Trust
Discretionary€1,680,000€35.5K€7.6KBalanced15 days ago28 Nov 2026
HNWI
margaret.cullen@eircom.net
Individual
Advisory(2)€1,943,700-€31.3K€15.1KBalanced10 days ago21 Aug 2026
Family
declan.moran@gmail.com
Joint
Advisory€336,000€57.5K€3.6KGrowth10 days ago10 Dec 2026
Institution
treasury@stbrendanscu.ie
Credit Union
Discretionary€4,072,400€619.8K€25.2KCautious7 days ago20 Oct 2026
Corporate
cfo@kilbegganeng.ie
Corporate
Discretionary€1,320,000-€17K€5.8KGrowth4 days ago12 Dec 2026
PRSA
niamh.obraonain@ucc.ie
PRSA
Advisory€412,000-€9.5K€2.1KGrowth3 days ago3 Mar 2027