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PV
Calls
Recorded calls, durations and transcripts.
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18 entries
Kilbeggan Engineering Limited
Inbound call
2032 expansion timing
Gráinne Nolan (CFO), Charlie Murtagh
6 Aug 2026, 09:00
Retain to 6 Aug 2033
Unlinked
Inbound call
Needs a client
Voicemail — trustee query on distribution
+353 87 214 9930
4 Aug 2026, 11:05
Retain to 4 Aug 2033
Margaret Cullen
Inbound call
Flagged
Transcript
Concern about technology concentration
Margaret Cullen, Charlie Murtagh
1 Aug 2026, 11:20
Retain to 1 Aug 2033
Declan and Aoife Moran
Inbound call
Adding a monthly contribution
Declan Moran, Charlie Murtagh
29 Jul 2026, 09:00
Retain to 29 Jul 2033
Cormac Duignan
Inbound call
Path to €1.6m by 2031
Cormac Duignan, Charlie Murtagh
8 Jul 2026, 09:00
Retain to 8 Jul 2033
Niamh Ó Braonáin
Inbound call
PRSA fund switch
Niamh Ó Braonáin, Charlie Murtagh
5 Jul 2026, 11:22
Retain to 5 Jul 2033
Hartnett Motors Limited
Inbound call
Drawing €150,000 for stock purchase
Brian Hartnett (Managing Director), Charlie Murtagh
30 Jun 2026, 10:11
Retain to 30 Jun 2033
The Ashling Trust
Inbound call
Grant distribution timing
Órla Timmons (Trust Secretary), Charlie Murtagh
27 Jun 2026, 10:11
Retain to 27 Jun 2033
St Brendan's Credit Union
Inbound call
Maturity reinvestment instruction
Dermot Sheehy (Finance Manager), Charlie Murtagh
24 Jun 2026, 11:22
Retain to 24 Jun 2033
The Fitzgerald Family Trust
Inbound call
Life tenant income query
Máire Fitzgerald (Trustee), Charlie Murtagh
8 Jun 2026, 12:33
Retain to 8 Jun 2033
Ballyvourney & District Credit Union
Inbound call
Regulatory reporting query
Aine Twomey (CEO), Charlie Murtagh
1 Jun 2026, 11:22
Retain to 1 Jun 2033
Margaret Cullen
Inbound call
Transcript
Grandchildren's education funding
Margaret Cullen, Charlie Murtagh
28 May 2026, 15:10
Retain to 28 May 2033
Cuan Mara Charitable Foundation
Inbound call
Drawing the annual €12,000
Tomás Ó Ceallaigh (Treasurer), Charlie Murtagh
18 May 2026, 10:11
Retain to 18 May 2033
Sorcha and Eoin Hegarty
Inbound call
Adding a lump sum
Sorcha Hegarty, Charlie Murtagh
11 May 2026, 12:33
Retain to 11 May 2033
Ruairí Mac Suibhne
Inbound call
Increasing the drawdown
Ruairí Mac Suibhne, Charlie Murtagh
1 May 2026, 10:11
Retain to 1 May 2033
Peter Loughlin
Outbound call
Execution-only confirmation
Peter Loughlin, Charlie Murtagh
8 Jan 2026, 12:33
Retain to 8 Jan 2033
Margaret Cullen
Inbound call
Transcript
Bank transfer verification
Margaret Cullen, Charlie Murtagh
16 Mar 2025, 10:05
Retain to 16 Mar 2032
Margaret Cullen
Inbound call
Transcript
Market falls — reassurance call
Margaret Cullen, Charlie Murtagh
17 Nov 2024, 14:25
Retain to 17 Nov 2031
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