Mount Street Group
Mount Street Group is an Ireland-based, Central Bank of Ireland-regulated financial advisory firm providing pension planning, wealth management, professional trustee, and group risk services to individuals, business owners, and corporate clients from its Dublin headquarters.
- Company typePrivate
- Founded2014
- HeadquartersDublin, Ireland
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Mount Street Group does
Mount Street Group (legal entity: Mount Street Trustees Ltd) is an Ireland-domiciled financial advisory firm established in 2014 and headquartered at 95 Sandymount Road, Dublin 4. The firm delivers personalized financial planning, pension advisory, wealth management, and professional trustee services to two principal segments: individual/professional clients and Irish companies/employers. For individuals, services include savings plans, investment advice, pension and retirement planning, family and personal protection, and tailored financial planning; for businesses, offerings span company pension schemes (Defined Contribution, Defined Benefit, PRSA, Executive), employee group risk schemes (life assurance, income protection), professional sole-trustee services, and ongoing employee advice. Business owners receive dedicated wealth management separate from their corporate finances. The firm is regulated by the Central Bank of Ireland and operates under GDPR-compliant data practices.
The business model is a traditional professional-services fee structure. Mount Street charges custom advisory fees calculated by time, complexity, monetary values, seniority of personnel, specialist input, urgency, and inherent risk, with initial fees invoiced upon appointment and annual recurring fees for ongoing trustee mandates under individually negotiated Pricing Structures attached to Letters of Engagement. Pricing is not publicly disclosed, and go-to-market is sales-led and consultative: lead generation is driven by website content (service pages, 2025 tax-relief guides, downloadable PDFs by employment type), direct email outreach for pension reviews, and client referrals/testimonials. The distribution channel is exclusively direct advisory delivery from the single Dublin office; there are no intermediaries, marketplaces, or retail channels.
The firm's competitive position rests on the 25+ year career of founder Marie Ainsworth (with senior roles at Irish Pensions Trust, Canada Life, AON, BCP, Liberty Asset Management, and Athena Securities Limited) and a leadership team of three (including director Brian Tyrrell and Claudia Creane) carrying a combined 60+ years of specialized pension expertise. There is no proprietary technology platform, no external funding, no subsidiaries, and no M&A activity; operations are constrained to a 1-10 headcount range serving domestic Irish clients only.
Mount Street Group firmographics
Firmographics- Name
- Mount Street Group
- Legal name
- Mount Street Trustees Ltd
- Website
- https://mount-street.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Mount Street Group is an Ireland-based, Central Bank of Ireland-regulated financial advisory firm providing pension planning, wealth management, professional trustee, and group risk services to individuals, business owners, and corporate clients from its Dublin headquarters.
- Ownership category
- akta.pro rank
Mount Street Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Miscellaneous Business Credit Institution (6159)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industry
- Personal & Family Trust Services (FSAAANAA)
Keywords
Where Mount Street Group is headquartered
LocationHeadquarters
- HQ city
- Dublin
- HQ country
- Ireland
- HQ region
- Europe
Offices1 record
Markets served
Mount Street Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Financial Advisory Services: Mount Street generates revenue through fees for financial advisory services including pension planning, wealth management, and corporate trustee services. They charge fees based on time spent, complexity, and monetary values as outlined in their Terms of Business. Initial fees are charged upon appointment with annual fees for ongoing trustee services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom Advisory Fees |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Mount Street Group product offering
Product offeringCore offering
Mount Street Group is a Dublin-based financial advisory firm providing personalized financial planning services to individuals and companies. For individuals, services include savings plans, investment advice, pension and retirement planning, and family/personal protection. For companies, services include company pension schemes consultancy, employee group risk schemes, professional sole trustee services, and employee advice services. The firm also serves business owners with wealth management advisory.
Product overview
Mount Street Group is a financial advisory firm offering a unified suite of financial planning and pension services rather than a software product platform. Their services span two main client segments: individuals and businesses. For individuals, they provide Savings Plans, Investment Advice, Pension and Retirement Planning, Family and Personal Protection, and Tailored Financial Planning. For businesses, they offer Company Pension Schemes, Employee Group Risk Schemes, Professional Trustee Services, and Employee Advice Services. Additionally, they provide Wealth Management for business owners and Tax Relief Advisory for pension contributions. The firm operates as a consultancy with over 10 years of experience, regulated by the Central Bank of Ireland.
Differentiator
Problem solved
Functional benefit
Products and services
- Company Pension Schemes Advisory and consultancy services for Irish companies on complex pension structures including Defined Contribution, Defined Benefit, PRSA, and Executive Pension Schemes, covering scheme structure, management, and governance.
- Employee Group Risk Schemes
- Professional Trustee Services
- Employee Advice Services
- Savings Plans
- Investment Advice
- Pension and Retirement Planning
- Family and Personal Protection
- Tailored Financial Planning
- Wealth Management
Companies that use Mount Street Group
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Mount Street Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mount Street Group partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor.
- Zurich Insurance GroupminorZurich Insurance Group is one of the insurance providers that Mount Street Group works with for pension and financial products. The partnership is listed as part of Mount Street's network of trusted Irish financial leaders. This is a commercial partnership where Mount Street recommends Zurich products to clients.
- NewcourtminorNewcourt is one of the pension and insurance providers that Mount Street Group works with for company pension schemes and financial products. They are listed as a trusted provider alongside other major Irish financial institutions.
- Standard LifeminorStandard Life is one of the insurance and pension providers that Mount Street Group partners with. They offer pension structures and products recommended to business owners and individuals.
- PhoenixminorPhoenix (Phoenix Group) is one of the insurance providers included in Mount Street Group's network of trusted Irish financial leaders. Listed alongside other major providers in the partnership section.
- AvivaminorAviva is one of the major insurance and pension providers that Mount Street Group works with. They are referenced as one of the providers for company pension schemes, group life assurance, and other financial products.
- Irish LifeminorIrish Life is one of Ireland's largest insurance and investment companies that Mount Street Group partners with for pension and financial planning products. Listed as a trusted leader in the Irish financial market.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
Mount Street Group competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat4 records
Key highlights6 records
Customer concentration
Mount Street Group social profiles
Digital presenceMount Street Group compliance and trust
Trust signalCompliance2 records
Mount Street Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mount Street Group leadership team
Management profileNumber of profiles
Profiles3 records
Mount Street Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mount Street Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mount Street Group
What does Mount Street Group do?
Mount Street Group is a Dublin-based financial advisory firm providing personalized financial planning services to individuals and companies. For individuals, services include savings plans, investment advice, pension and retirement planning, and family/personal protection. For companies, services include company pension schemes consultancy, employee group risk schemes, professional sole trustee services, and employee advice services. The firm also serves business owners with wealth management advisory.
Is Mount Street Group a public or private company?
Mount Street Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mount Street Group founded?
Mount Street Group was founded in 2014. It employs 1 to 10 people.
Where is Mount Street Group based?
Mount Street Group is headquartered in Dublin, Ireland, in the Europe region.
How does Mount Street Group make money?
One revenue line is on record: financial Advisory Services.
Does Mount Street Group have an API?
No public API is recorded for Mount Street Group.
What industry is Mount Street Group in?
Mount Street Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 523940 and its SIC code is 6159.