Pre-Retirement
Financial planning is as important during your working life as it is before retirement. Watch the video below to see how we will help you plan:
Retirement & Beyond
Yet financial planning is also crucial when planning for retirement and beyond. Watch the video below to see how we use our platform for retirement planning:
Tax reliefs for you
We help you to take advantage of the generous tax reliefs available. This ensures that your pension and retirement savings are invested in an appropriate investment strategy. One that is evaluated and reviewed on an ongoing basis. Our advice and services include:
- Pension plans for business owners and self-employed
- Employee pension plan options and AVCs
- Options for existing pensions when changing jobs
- Comprehensive retirement planning service
- Accessing benefits from pension plans
Self-Administered Pensions
We help business owners, self-employed individuals and key employees to take control of the investment of their pension funds. We provide advice and services on the self-administered pension scheme options available.
You are in control
We are a Pensioner Trustee approved by the Revenue Commissioners. We act as the Registered Administrator for self-administered pension schemes where you control how your pension is invested.