Pension Consultation

I'D LOVE TO RETIRE EARLY

€149 FREE

Our pension specialists will build a retirement plan around your life — reviewing what you already have, finding better value in the market, and making sure your money is working as hard as you do.

Book a Consultation Call 01 679 0990

Scope

We can help you with

PRSA Pensions Personal Pensions Personal Retirement Bonds (PRB) AVC Pensions Executive / Company Pensions Review of existing pension plans Auto-enrolment guidance

What we do

Personalised retirement planning advice for your circumstances.
Review of old or current pension plans and their charges.
Help starting a new pension that matches your risk profile.
Assistance with applications and paperwork.
An explanation of the tax relief available on contributions.
Yearly reviews to keep your plan aligned with your goals.

Let's Talk

Why book a pension consultation?

A pension remains the most tax-efficient way to save for retirement in Ireland, but charges, fund choice and contribution levels make an enormous difference over time. A consultation gives you a clear picture of where you stand and what your retirement could look like.

Whether you're starting from scratch, consolidating old pensions from previous jobs, or checking that your current plan still offers good value, we'll walk you through your options in plain English.

Good to know

Pension Consultation FAQs

How much should I be paying into my pension?+

It depends on your age, income and goals — but thanks to tax relief and compound growth, even modest regular contributions build up significantly over time.

Can I combine old pensions from previous jobs?+

Often yes. We can review your existing plans and, where it makes sense, consolidate them to reduce charges and simplify management.

When can I access my pension?+

Typically from age 60, or earlier in specific circumstances such as certain occupational schemes or ill health. Up to 25% can usually be taken as a tax-free lump sum, within Revenue limits.

What if I'm self-employed?+

A personal pension or PRSA lets you save for retirement with full tax relief — we'll help you pick the right structure.

Warning: Past performance is not a reliable guide to future performance.

Warning: The value of your investment may go down as well as up.

Warning: If you invest in these products you may lose some or all of the money you invest.

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