Clear pension and financial advice for Irish professionals
Pensions, investments and protection planned around your career and your tax position. Start with a free, no-obligation call.
Authorised by the Central Bank of Ireland. Fees explained before you commit to anything.
What your free call covers
- Where you are now: pensions, savings, protection
- What you could do better, in plain English
- What advice would cost, shown upfront
- No pressure and no obligation to continue
Prefer to talk now? [PHONE NUMBER]
Which of these sounds like you?
Most people come to us at a turning point. Pick the one closest to yours.
I have been made redundant, or expect to be
Understand your payment, the tax exemptions and your options before you sign anything.
Redundancy supportI have old pensions from previous jobs
Find out what you have, what it costs and whether consolidating or transferring makes sense.
Pension adviceI am a contractor or business owner
Use your company to build retirement savings tax-efficiently, with cover for you and your key people.
Business ownersI am approaching or in retirement
Plan how to draw your income, use an ARF wisely and make your fund last.
Retirement planning
You deal with a person who gets to know your situation
Every relationship starts with a full picture of your goals, income and tax position, not a generic product pitch. We have spent over a decade advising Irish professionals, contractors and business owners.
- All of our advisors are fully qualified with over 20 years of experience
- Authorised by the Central Bank of Ireland
How we can help
Pensions and transfers
Tax-efficient retirement funds, consolidations and pension transfers.
Pension advice in IrelandInvestments
Portfolios built around your timeline, risk tolerance and tax situation.
Investment adviceRedundancy planning and support
Understand your options, exemptions and tax implications.
Redundancy adviceIncome protection
Cover that keeps your finances steady if you cannot work.
Income protection advicePost-retirement planning
Drawdown strategy, ARFs and making your fund last.
Retirement income planningFor business owners
Executive pensions, key person cover and succession planning.
Business owner planningHow it works
Book a free call
A no-obligation conversation to understand your situation and goals.
We review your options
A tailored review of your pensions, investments and protection needs.
You get a clear plan
A straightforward recommendation, with our fees shown upfront.
“David explained everything clearly without unnecessary jargon and made the process easy to follow.”
Jonathan C, verified client. Read our reviews on Trustpilot
Guides our clients read first
Common questions
Is the first call really free?
Yes. The first call is free and carries no obligation. It is a chance to explain your situation and for us to tell you honestly whether and how we can help.
How much does financial advice cost?
We explain our fees before you commit to anything, so there are no surprises. You can read the details on our statement of fees.
Can I transfer or combine my old pensions?
In many cases yes, but it depends on the type of pension and its terms. We review what you have, what it costs and whether a transfer is in your interest before recommending anything.
I have been made redundant. How soon should I get advice?
Ideally before you sign or accept a payment. How a redundancy payment is structured can affect the tax you pay, so it helps to understand your options first.
Are you regulated?
Yes. Shelbourne Financial t/a Financial Health is authorised and regulated by the Central Bank of Ireland.
Ready to talk about your financial future?
Book a free, no-obligation call or phone us directly.