The Impact of a
Financial Advisor in Ireland
Only 38% of people in Ireland have spoken to a Qualified Financial Advisor, leaving the majority to navigate their future without a wealth roadmap. Expert guidance is the proven catalyst for building long-term financial security.
Of Irish adults have never discussed their wealth management or retirement with a professional.
Source: Brokers IrelandIncrease in savings and investments held by those who utilize an independent financial advisor.
Source: Brokers IrelandEstimated additional annual net return through behavioral coaching and disciplined portfolio rebalancing.
Source: Vanguard ResearchThe 30-Minute Financial Healthcheck.
Most financial plans fail not due to bad investments, but due to a lack of structure. Our intensive 30-minute healthcheck is designed to identify the leaks in your current strategy and highlight immediate tax efficiencies.
- Pension Tax-Efficiency Audit
- Income Protection Gap Analysis
- Investment Risk-Alignment Check
- Lump Sum Extraction Strategy (For Directors)
Benchmark Your Wealth
Compare your current portfolio against 2026 market standards.
Specialist Financial Services
Pensions & Transfers
Specialist advice on building tax-efficient retirement funds. We navigate Pension Transfers and PRSA strategies to maximize your tax relief.
Post-Retirement
Expert guidance on ARF vs Annuity decisions. We structure your decumulation phase to ensure capital longevity and tax-efficient extraction.
Contractor Wealth
Bespoke financial structures for IT & Pharma Contractors. Optimize company dividends, executive pensions, and protection strategies.
Investment Strategy
Evidence-based Investment Portfolios designed to beat inflation. We navigate Irish Exit Tax and Deemed Disposal with diversified funds.
Income Protection
Securing your lifestyle through Salary Protection and providing critical redundancy support during career transitions.
Coaching & Well-being
Corporate Financial Well-being and 1-to-1 coaching. Comprehensive health checks designed for employee retention and clarity.
Download the Financial Health Roadmap
Get our 1-page Financial Planning Cheat Sheet designed for the Irish market. A quick-reference guide covering emergency funds, tax-efficient investing, and protection strategies.
- Protect: Guidelines for Life & Income Cover
- Grow: Pension & Investment strategies
- Save: Essential Revenue Tax Credits checklist
Excellent based on client feedback
Exceptional guidance during pension transfer
"David provided exceptional guidance during my pension transfer process. Responsive, clear, and made every step easy to understand. Professionally handled and genuine care."
Professional, Clear, and Insightful
"David explained everything clearly without any unnecessary jargon. I’d highly recommend him to anyone looking for a knowledgeable and approachable financial advisor."
Outstanding experience
"David took the time to understand my individual circumstances and provided clear, tailored advice that gave me real confidence in my financial planning."
Pension Planning Expert
"After returning from a long time overseas, David was super helpful in walking me through the various options and advising on what best suited my situation."