I want to plan for retirement

Creating a comfortable, secure retirement takes understanding and investment in the right assets. We can work with you to determine the best approach for you.

Understanding your needs

Pensions are one way of generating wealth for later years. Personal investments, property and other savings.

We can help you choose between buying an annuity or an approved retirement fund, taking a taxed lump sum or making regular withdrawals while continuing to invest.

Building your retirement fund

By discussing your pension needs, we will work with you to find what is the best structure for you. We can assist in de-mystifying the variety of pension structures available and help you select the one best suited to your needs. 

Understanding your options

Your options at retirement are complex, and making the wrong decision can be costly. Having good advice is crucial. From choosing between buying an annuity that will provide you with a guaranteed annual income, to drawing down an income by retaining your pension in a post-retirement Approved Retirement Fund, we can help you navigate the pension landscape and support you with the objective of creating a wealthy retirement.

Approved retirement funds

An Approved Retirement Fund (ARF) is a personal retirement account that allows you to keep your retirement savings invested following your retirement. You can withdraw money from it regularly, subject to Revenue Rules, to provide for your retirement income (note that you will pay income tax, PRSI and Universal Social Charge on the income you receive). When you pass away, your ARF can transfer to your next of kin. We are approved to provide and administer ARFs and can help you to utilise your post-retirement fund to its maximum benefit.

I am ready to take the next step

Find out how we can help you on your wealth journey.

Independent minds

We offer unbiased recommendations from a broad universe of investment opportunities.