The FM Report is an Investment & Financial Planning Journal written by industry experts, sharing their insights and ideas. This educational focused journal is designed to help us build a greater understanding of our financial affairs and hopefully reduce the financial mistakes we make.

Trinity Financial Management is a specialist in providing comprehensive financial solutions to Company executives , Self-employed business owners and busy Professionals living in Ireland or overseas.Trinity Financial Management was born out of the demand from clients who wanted a wealth manager who could seamlessly manage their financial lives no matter how complex their circumstances or what country they lived in.We use best practices from around the world to deliver a wholly independent solution that allows you to feel confident that your interests are being prioritised. We provide you access to the best financial solutions available in the market, tailored to your needs, to maximise the potential of you achieving what is important to you.We understand that your requirements are more complex than that of an average investor which is why we focus on providing a specialised service coordinating a wide range of ‘best in class” Subject Matter Experts both in Ireland and abroad to deliver the right tailored solution for you. You wish to preserve and grow your wealth, dealing with someone that will provide real insight to your financial situation.Specialties:Portfolio Management, Financial Planning, Insurances, Expatriate Wealth Management, Tax management, Accounting solutions

I work with successful indivduals to help them develop and realise their financial life for plan. It involves working together over time to ensure that they make wise decisions about their money, so they can achieve their goals, whatever they may be.

At GoldCore we work with clients to create and implement their financial plan so they can achieve their financial goals and objectives for reasons that are important to them.In particular we help clients from the UK and the USA with their multi-jurisdictional financial advice requirements.We create long term relationships with people who wish to delegate their financial strategy to experienced professionals providing them additional time to focus on their successful careers, families and lifestyle pursuits.Our independent fee based approach puts the client first and ensures they receive a complete service.

Developed holistic solutions for clients to maximise the probability of them achieving their goals Our advice covered a range of areas including tax strategies, estate planning, insurances, cash flow management, investment strategies, pensions, retirement planning and charitable giving. Advice was tailored towards professionals, executives, business owners and charities.We help clients get their financial house in order and kept it organised

Senior Liquidity Officer