PENSIONS ADVICE

A pension is the most tax-efficient way of saving for your retirement. How much you need depends on the lifestyle you want to have when you stop working. The more you save now, the more you have to enjoy when you retire. It’s that simple.

Start the Journey

If you have a pension that you’re currently paying into or an old one you’re no longer paying into, we can review it for you to make sure it will deliver the lifestyle that you want AND there may be some benefits that we can unlock for you at 50.

Why you need a Pension

Why a Pension Makes Sense

Pension Tips for PAYE Workers & Self Employed

A Guide to Pension Fees & Charges

What to do with a UK Pension

What happens to my Pension if I die before I retire

Book a Pension Consultation

Pension Consultation

Client Testimonials

“Keri knew her stuff, answered all my questions, and gave me other info I didn’t know I needed”

Kay, Dublin

“Clarity, beyond anything we could have hoped. Genuine advice while caring for our needs and no annoying questions.“

Stephen, Kildare

“Very helpful and personalised advice“

Meabh, Wexford

“I feel reassured that I am on the right track and I am now enhancing my financial position.“

Sara, Dublin

“The information we got from each call was invaluable. We learned so much from the guys and have learned to be a lot more savvy with our finances as a result. It’s just changed our way of thinking“

Maureen, Dublin

“Great value for money – the cost of the initial meeting was saved in the first conversation on tax-free strategies, inheritance transfer etc .. a good financial advisor is a cost-neutral financial advisor.“

Sharon, Dublin

Why work with us?

Work with Ireland’s leading financial advisors to make your money work smarter, harder and go further.

BOOK YOUR CONSULTATION

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