Sam from Irish Pensions and Finance was recommended to me through a colleague and I was delighted to meet with him earlier this year. Sam worked around my busy work schedule to arrange an initial a... See more
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Irish Pensions & Finance was established in 1993 and specialises in the provision of financial advice to Public Sector employees. Over the past 30 years, we have built up a wealth of experience in dealing with employees working in the Public Sector and currently administer over 152 AVC schemes with a combined membership of over 35,000 members. Current schemes include Civil Service, HSE, Voluntary Hospitals, AGSI and Local Authorities. We have a team of over 90 Financial Advisors who work with clients from initial consultation through ongoing servicing and monitoring. Our goal is to guide our clients towards making the right decisions regarding their own financial priorities and concerns. As part of our service, we provide online and in-person information sessions for Public Sector staff. These sessions give staff a breakdown of their superannuation entitlements and the options available to enhance these benefits. Staff are also offered the opportunity to meet a Financial Advisor on a one-to-one basis for an individual financial consultation, free of charge. We specialise in the provision of retirement/ financial planning advice.
Suites 3 & 4 Gowna Plaza, Bracetown Business Park, D15 XW31, Clonee, Ireland
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Replied to 66% of negative reviews
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quick, friendly, explained everything to my satisfaction. What more can you ask for.
Very helpful and informations given adequately.
Financial advisor Rob McCormack was informative & patient around any queries I had in relation to AVCs, given I had little knowledge around them. Most accommodating then when changes needed to be made. I would recommend and have recommended IPF highly to colleagues and friends.
Tom provided clear and concise information ! The call was very efficient and I found the process excellent.
I have known Michael for a few years now and he went above and beyond what he needed to , to help me .. I have trusted his advice and guidance and would have no hesitation recommending him or the IPF …
We had our meeting with Katie Doyle. Katie was very easy to deal with, she listened to what financial security we wanted in our retirement and did not try to influence our decision in anyway. I would definitely recommend Irish Pensions and Finance for pension advise on your well earned retirement.
I had a meeting with Pierre and he was patient enough to explain all I needed to know as well as answering my questions. Happy with the plan I signed up for and overall service.
Charlotte was very knowledgeable, gave great advice and was very flexible with her time. Charlotte was also available to answer any follow up queries. I would recommend IPF highly.
I found the session with Joe Walsh very informative, clear & comprehensive.
I would recommend working with Joe in the future.
Dean wasn't pushy. He listened to what I had to say, he explained things clearly and didn't appear rushed. I appreciated the way Dean interacted with me. I understand AVC's a lot more now and feel happy about my decision in relation to my future finances.
Thomas was very knowledgeable, gave great advice and was very flexible with his time. Thomas was also available to answer any follow up queries. I would recommend IPF highly.
Great experience
Rebecca was proactive in her approach and very informative, and I have great confidence in the advice she provided.
I had a meeting with Pierre Kponsou and he was so pleasant , helpful and he really was on top of his brief. He sent me a pre-consultation mail with a view to finding out exactly what I was looking to get from our meeting. I must say that approach was invaluable . It meant that when we had our meeting we both knew the scope and extent of what we would be discussing. This saved me in particular a lot of time and, with this approach in the future I would be much more open to having similar meetings with Irish Pensions.
Sarah really knows her stuff about pensions and AVCs and had answers for all of my questions. Thank you.
Had a consultation with Darragh McCoy this morning and I have to say he was extremely helpful and knowledgeable. Very happy with the service and especially that he used plain English explaining things.
Darragh is very efficient, a good listener and a pleasure to deal with.
Explained things clearly and the teams meeting was very productive.
I was very worried about retirement. I knew that as it stood I would not have a full pension. Then four years ago Jack Garvey arrived into my life. He explained everything to me very clearly, answered all my concerns. He made a plan that was very thorough and did not leave me overburdened by pension contributions. I am now in a position where I will be retiring in two years on full pension, mortgage paid off, and a healthy lump sum. I really feel he spent time and effort on my case, it was all very tailored to me and my situation. I can't thank him enough.
I have had the pleasure to speak with Angel about all polices available to me. I say talk because it felt like she had me and my families best interests and looked for the best quotes she could. Also she was honest about any questions I had which really helped me make some decisions, where she found a weak point that she couldn't help, she put me in contact with someone who could. I have no hesitation in giving ipf a full 5 marks, honest , to the point and most of all angel listened to what I want and delivered . Great work Angel and thank you for removing my finance future headache .
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