Trusted Advisor Group
Trusted Advisor Group is Ireland’s only outsourced business development service exclusively for professional financial advisors,Trusted Advisor Group helps its members to navigate a changing financial marketplace. The organisation works to guide many firms nationwide towards improved productivity and increased profitability.
Trusted Advisor Group developed a pooled panel of experts to assist member firms with essential backup services – helping them to run their business more efficiently and cost-effectively.
In 2015, Trusted Advisor Group was acquired by Davy – a transaction that has allowed us to invest further in our services to members.
Working with the stake holders, we created the new Trusted Advisor Group website (trustedadvisorgroup.ie) which was launched in Spring 2016. The site provides non members with comprehensive information on what the company offers and online registration options for them to join.
The website contains a fully featured members area that allows members to login and access information on events, documentation and useful information on how to develop their business.