Devane family — new advisory relationship
on track
Gerard & Helen Devane · €850K
Send the introductory pack and book a discovery call
Charlie Murtagh
12 days agoPipeline
12 live cases · €13.5M in flight · €94.3K expected first-year revenue at 0.70%
Prospect
2 · €3.3M
€22.8K revenue
Nolan Group — corporate reserves tender
at risk
Nolan Group Holdings · €2.4M
Tender response due — treasury policy still outstanding from the CFO
Charlie Murtagh
due 9 Aug 2026Onboarding
2 · €930K
€6.5K revenue
Kearns pension transfer (via Glanmire)
on track
Anthony Kearns · €520K
Certified ID and proof of address to be returned
James Corrigan
GF
7 days agoHegarty — ARF set-up for Eoin
blocked
Sorcha and Eoin Hegarty · €410K
Waiting on the trustee discharge letter from the former scheme
Jay Kavanagh
due 6 Aug 2026Discovery
2 · €1.5M
€10.2K revenue
Mac Suibhne — additional discretionary mandate
on track
Ruairí Mac Suibhne · €300K
Risk questionnaire to be completed with Ruairí and Áine
Charlie Murtagh
6 days agoCuan Mara — endowment restructure
at risk
Cuan Mara Charitable Foundation · €1.2M
Board sub-committee has not come back with the distribution policy
Fionnuala Doyle
due 4 Aug 2026Proposal
2 · €3.2M
€22.3K revenue
Ó Braonáin — PRSA top-up proposal
on track
Niamh Ó Braonáin · €180K
Suitability report issued — follow up before the tax deadline
Charlie Murtagh
4 days agoBallyvourney CU — liquidity ladder extension
on track
Ballyvourney & District Credit Union · €3M
Board pack circulated ahead of the September meeting
Sinéad Ní Mhurchú
LV
9 days agoNegotiation
2 · €2.4M
€16.7K revenue
Hartnett Motors — reserves mandate renewal
at risk
Hartnett Motors Limited · €1.8M
Fee schedule under discussion with Arden — Tom Sheahan must sign off
Charlie Murtagh
AC
due 8 Aug 2026Duignan SSAS — property disposal and reinvestment
on hold
Cormac Duignan · €640K
On hold until the property sale closes; Glanmire to confirm timing
Jay Kavanagh
GF
26 days agoExecution
2 · €2.3M
€15.9K revenue
Fitzgerald Trust — deed variation and rebalance
on track
The Fitzgerald Family Trust · €2.1M
Trades staged; trustee signatures being collected by Úna Carey
James Corrigan
due 11 Aug 2026Moran — education fund phase two
on track
Declan and Aoife Moran · €220K
Cash landed; buy list to be executed on Thursday
Fionnuala Doyle
3 days agoLive servicing
3 · €6.5M
€45.7K revenue
Cullen — ongoing advisory servicing
on track
Margaret Cullen · €1.4M
AML refresh in progress; annual review booked for next month
Fionnuala Doyle
1 month agoSt Brendan's CU — treasury servicing
on track
St Brendan's Credit Union · €4.8M
Quarterly board report due at the end of the month
Sinéad Ní Mhurchú
3 months agoLoughlin — dormant account reactivation
at risk
Peter Loughlin · €310K
No contact in 140 days — attempt a call before the review lapses
Charlie Murtagh
due 11 Jul 2026Drag a card between columns to move a case, or open it for the full history, checklist and handoff package.