Ireland’s leading Financial Health & Wellbeing specialists.
All our team members are fully QFA qualified, with additional specialist certifications in key areas.
We have advised over 2,000 clients across Ireland.
We bring more than 20 years of experience in the financial services sector, ensuring you’re in safe hands.
3 Reasons to partner with Financial Health
Our Services
We offer a comprehensive pension planning service designed to support you at every stage of your financial journey. Whether you are setting up a new pension, reviewing an existing arrangement, or looking to better understand previous occupational pensions, we provide the expertise and guidance needed to help you make informed and confident decisions about your retirement.
We have worked with over 2,000 individuals across Ireland, giving us the experience and insight to identify and address the common financial challenges employees face.
We have also partnered with some of Ireland’s largest employers to support and enhance employee financial wellbeing. Our one-to-one workshops provide employees with the opportunity to review their finances in a confidential setting, with the added support of their workplace.
We hold agencies with all major insurers across the Irish market and bring extensive experience in structuring effective protection solutions. This allows us to provide impartial advice and match you with the most suitable policy for your needs.
Our focus is on ensuring you receive the right level of cover, tailored to your circumstances and within your budget, helping to safeguard your financial future with confidence.
We offer a comprehensive redundancy support package, helping you navigate every aspect of the process with clarity and confidence. From calculating your tax liability and maximising available exemptions, to advising on how best to utilise pension options, we ensure you make informed decisions at every stage.
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."