Pensions & Retirement Planning

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Pre & Post Retirement Planning

We advise everyone in all the various types of pensions available on the market.

If it is a Personal or Directors/Company Pension which best suits or if you want to be in control of your own self-administered pension, we will help you develop a retirement plan that will enable you to attain the maximum fund possible and reduce your tax liability. We will make sure it is set-up within the following parameters:

  • Tax Relief
  • Your Risk/Investment Profile
  • Your Retirement Goals
  • Review Process

We specialise in both Pre and Post Retirement planning for Business owners, Self Employed Individuals, Executives and Employees. Retirement planning is one of the most important aspects of Financial Planning. Due to the complexity and constantly changing rules, the input of a professional and independent advisor is essential.


  • Approved Retirement Fund (ARF)
  • Approved Minimum Retirement Fund (AMRF)
  • Tax free lump sum
  • Annuity
  • Succession Planning

Products we advise on - Pre Retirement

  • Executive Pension Plans
  • Personal Pension Plan
  • Self-Administered Pension Schemes
  • Personal Retirement Bonds/Buy-out Bonds
  • Personal Retirement Savings Account (PRSA)
  • Pension Consolidation
  • Pension Transfers
  • UK transfers

Peace of mind with the
right insurance cover


Other current schemes