Financial Health · Dublin
Straightforward financial advice for Irish professionals
Pensions, investments and protection, structured around your career and your tax position.
Who you'll work with
We really get to know your financial life
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 on pensions, investments and protection, and are fully authorised by the Central Bank of Ireland.
More about Financial HealthHow we can help
Pensions & transfers
Tax-efficient retirement funds, consolidations and UK pension transfers.
Learn more →Redundancy Planning & Support
Understanding your options, exemptions and tax implications.
Learn more →For business owners and Contractors
Executive pensions, key person cover and succession planning.
Learn more →How it works
Book a free healthcheck
A no-obligation call to understand your situation and goals.
We review your options
A tailored review of pensions, investments and protection needs.
Get a clear plan
A straightforward recommendation with fees shown upfront.
Latest insights
★★★★★ Excellent on Trustpilot
"David explained everything clearly without unnecessary jargon and made the process easy to follow."