Testimonials

DAN – Age 24, Business Owner

May 2020


Dr Peter Cowan – Specialist Oral Surgeon, D4

May 2020


DR BRYAN SCANLON – Retired

To Whom it May Concern;

Tomás and Accumulus have been my Financial Advisor for over 10 years during which time they have provided me with sound advice and guidance.

They have recently advised me on a complex pension and retirement issue and I was delighted with their approach and attention to detail to ensure that they obtained the best outcome for me.

I always feel that they listen and revert with sound advice that I can act upon and are fully transparent in their dealings. They put me as the client front and centre of everything they do and I have no hesitation in recommending Accumulus to anyone looking for a dedicated fee-based advisor.

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Dr. Bryan Scanlon (Retired)

29/05/2020


Dr. Gerry Cleary (B.Dent.Sc. FDS, FFD, MSD) – Dental Practice Owner

I fully endorse and recommend Accumulus for their highly original and insightful advice and particularly their ability to communicate that advice in a clear and understandable manner for non-financial people such as myself. I am the principal dentist and owner in dental practice of 10 employees and despite 20 years of formal education, I have little or no financial training.

Simon has been advising me for over 20 years and I am a client of Accumulus since its inception, knowing and working with him since he joined Financial Engineering before setting up in Accumulus. Without reservation I commend Simon and Tomás for what without doubt has enhanced my current financial wellbeing and lifestyle and provided a level of certainty for my own and my family’s future.

I have received and implemented advice in the following areas:

  • Pension planning,
  • Inheritance planning: national and international.
  • Business planning including business restructuring,
  • Interaction and consultation with other financial advisors including accountancy, taxation, legal and bookkeeping and personal financial planning.

However, it is the implementation of an overall financial plan that has been the strength of their fee-based service and a service that I am very confident to endorse.



RACHEL – Age 28, Teacher

I am a secondary school teacher of Business, Economics and Maths. While I have a strong background in personal finance given my subjects, I felt I needed a third party with whom I could talk through my personal circumstances to understand the best way forward.

Meeting Tomas from Accumulus through a webinar hosted by Dan Glynn Coaching offered me this opportunity.

I wanted advice on budgeting for some goals I had for the future, a mix of short, medium and long-term goals, specifically travelling, a career break, further education, buying a house and pensions.

Tomas helped me with these, exploring the advantages of repaying a loan early to allow for more savings, to think and budget for various scenarios with regards to travelling and a career break and to do some research on places I might like to live in order to plan for a future mortgage.

I left our Zoom call feeling much more at ease and confident, ready to research and put a new savings plan together to help me achieve my goals.

I would happily recommend Tomas and Accumulus to anyone that needs to get help with their finances and demystify the jargon and fear that you may have come across when looking for someone to help you with your own situation.

Rachel

27th May 2020