Stephen Robb
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Stephen Robb Email & Phone Number

Financial Consultant at Trust Matters Financial Planning
Location: Ireland 7 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Trust Matters Financial Planning
Role
Financial Consultant
Location
Ireland
Company size
13 employees

Who is Stephen Robb? Overview

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Quick answer

Stephen Robb is listed as Financial Consultant at Trust Matters Financial Planning, a with 13 employees, based in Ireland. AeroLeads shows a matched LinkedIn profile for Stephen Robb.

Stephen Robb previously worked as Financial Planner at Clinch Wealth Management Ltd and Financial Planner at Unio Wealth Management. Stephen Robb holds Graduate Diploma In Financial Planning, Financial Planning from The Institute Of Banking.

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Trust Matters Financial Planning

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About Stephen Robb

Stephen Robb is a Financial Consultant at Trust Matters Financial Planning.

Current workplace

Stephen Robb's current company

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Trust Matters Financial Planning
Trust Matters Financial Planning
Financial Consultant
Ireland
Website
trustmatters.ie
Employees
13
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7 roles

Stephen Robb work experience

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Client Service Executive

Acumen And Trust

4&5 The Avenue, Beacon Court, Sandyford, Dublin 18

General Administration - Client Requests/ Consultant QueriesPreparing of Life Quotations for Consultants/Financial PlannersPreparing Annuity Quotes for Consultants/Financial PlannersProcessing Applications and Policy DocumentsPreparing Portfolio Valuations for client meetingsWorking closely with consultants on complex casesPaying close attention to detail when checking commissions and fun breakdowns with PD’sGrowing knowledge of Financial Planning Products and plans for a range of ProvidersStarted Graduate Diploma in Financial Planning - CFP

Sep 2016 - Jul 2019

Sales And Advisory

Aib

County Dublin, Ireland

Worked in cash department during probation– Off Counter, TellerOnce qualified with APA in Loans, Regulation and Investments moved to Sales and Advisory department.Promoted to Student Officer of the BranchWrote up all Student lenders reports Head of branch insuranceAdvised on savings accounts and referred clients to our branch Financial AdvisorHead of customer service department in AIB UCD branchGained APA Qualification in Life Assurance and Pensions

Nov 2014 - Sep 2016

Customer Service Representative

Bank Of Ireland

County Dublin, Ireland

Customer support for all of Banking 365 – internet bankingI was part of the launch of the Digital Activation Centre with focus on activating customers onlineRespond to customer call back requestsManaged DAC email inbox and responsible for all outbound calls Updating customers on latest features and benefitsTraining new staff to a high standardExceeding daily targets on a regular basisDeveloped a great knowledge of online banking

Mar 2014 - Nov 2014
Team & coworkers

Colleagues at Trust Matters Financial Planning

Other employees you can reach at trustmatters.ie. View company contacts for 13 employees →

SM Sarah Milne Qfa Lci Sarah Milne Qfa Lci Colleague at Trust Matters Financial PlanningIreland View → LB Lisa Byrne Qfa, Rpa, Lisa Byrne Qfa, Rpa, Colleague at Trust Matters Financial PlanningDundrum, Dún Laoghaire-Rathdown, Ireland View → CJ Conor Jordan Cfp® Conor Jordan Cfp® Colleague at Trust Matters Financial PlanningDundrum, Dún Laoghaire-Rathdown, Ireland View → FO Fionán O'Sullivan Fionán O'Sullivan Colleague at Trust Matters Financial PlanningIreland View → AM Aaron Mitchell Aaron Mitchell Colleague at Trust Matters Financial PlanningDublin, County Dublin, Ireland View → NM Natalie Murphy Natalie Murphy Colleague at Trust Matters Financial PlanningDublin, County Dublin, Ireland View → RA Rowan Allpass Rowan Allpass Colleague at Trust Matters Financial PlanningGreystones, County Wicklow, Ireland View →
4 education records

Stephen Robb education

Graduate Diploma In Financial Planning, Financial Planning

The Institute Of Banking

Activities and Societies: Asset Management Asset Management module completed

Leaving Certificate, Business, Management, Marketing, And Related Support Services

Blackrock College
FAQ

Frequently asked questions about Stephen Robb

Quick answers generated from the profile data available on this page.

What company does Stephen Robb work for?

Stephen Robb works for Trust Matters Financial Planning.

What is Stephen Robb's role at Trust Matters Financial Planning?

Stephen Robb is listed as Financial Consultant at Trust Matters Financial Planning.

Where is Stephen Robb based?

Stephen Robb is based in Ireland while working with Trust Matters Financial Planning.

What companies has Stephen Robb worked for?

Stephen Robb has worked for Trust Matters Financial Planning, Clinch Wealth Management Ltd, Unio Wealth Management, Acumen And Trust, and Aib.

Who are Stephen Robb's colleagues at Trust Matters Financial Planning?

Stephen Robb's colleagues at Trust Matters Financial Planning include Sarah Milne Qfa Lci, Lisa Byrne Qfa, Rpa,, Conor Jordan Cfp®, Fionán O'Sullivan, and Aaron Mitchell.

How can I contact Stephen Robb?

You can use AeroLeads to view verified contact signals for Stephen Robb at Trust Matters Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Stephen Robb attend?

Stephen Robb holds Graduate Diploma In Financial Planning, Financial Planning from The Institute Of Banking.

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