Employees, directors and the self-employed

Pension advice in Dublin

Pensions can be difficult to understand, especially if you have changed jobs, built up several pension pots or have not reviewed your arrangements for some time.

We help clients understand what they have, how it is performing, what choices are available and how pensions fit into their wider financial plan, including whether a PRSA or company pension is the better fit.

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We can help with

  • Pension reviews
  • Pension consolidation
  • Pensions from previous employers
  • Pension decisions after changing jobs
  • Personal pensions
  • PRSAs
  • Employer pension schemes
  • Executive pensions
  • Directors’ pensions
  • Pension funding for business owners
  • Pension transfers
  • UK pension transfer considerations
  • Understanding pension charges, fund choices and risk
  • Applying for available pension tax relief where relevant

What you get

A pension review that explains what you have, what your options are and what course of action is recommended. This may include whether to keep pensions separate, consolidate them, change contributions, review fund choices or take other steps.

How we charge is agreed in writing before any work starts.

Client feedback

“I had pensions from several jobs and did not know where to start. Emma reviewed everything, explained my options clearly and helped me decide how to proceed. She also identified tax relief I had not claimed on a private pension, which I would not have picked up myself. I came away with a clear plan and a much better understanding of what to do next.”

Jóhannes, technology professional

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Questions

Frequently asked questions

Can you review pensions from different jobs?

Yes. We can review pension arrangements from previous employment, explain what you have and advise on whether to keep them separate, consolidate them or make other changes.

Should I consolidate my pensions?

Not always. Consolidation can be useful, but it is not always the right answer. We review the details before recommending whether to keep pensions separate, consolidate them, change contributions or review fund choices.

Do you advise on PRSAs and company pensions?

Yes. We advise on personal pensions, PRSAs, employer schemes, executive pensions and directors' pensions, and on which structure fits your circumstances.

What do I receive after a pension review?

A written review that explains what you have, what your options are and what course of action is recommended.

Getting started

Talk it through

You do not need every document ready for the first conversation. Book a 15-minute online call, or send a message and we will tell you what would help.

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