Financial Health · Dublin · Nationwide

Straightforward financial advice for Irish professionals

Pensions, investments and protection, structured around your career and your tax position.

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David Murphy, Head of Financial Planning

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.

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How we can help

Pensions & transfers

Tax-efficient retirement funds, consolidations and UK pension transfers.

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Investments

Portfolios built around your timeline, risk appetite and tax situation.

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Redundancy Planning and support

Understand you options, exemptions and tax implications

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Income protection

Cover that keeps your finances steady if you're unable to work.

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Post-retirement planning

Drawdown strategy, ARFs and making your fund last.

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For business owners

Executive pensions, key person cover and succession planning.

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62%

Never discussed retirement with an advisor

+60%

More saved on average with an advisor

Central Bank

Of Ireland authorised firm

How it works

1

Book a free healthcheck

A no-obligation call to understand your situation and goals.

2

We review your options

A tailored review of pensions, investments and protection needs.

3

Get a clear plan

A straightforward recommendation with fees shown upfront.

Our most read articles

Pensions

The complete guide to pensions and retirement Planning

Redundancy Planning

Redundancy in Ireland: What You Need to Know

Protection

Should you prioritise Life insurance or Income protection?

★★★★★ Excellent on Trustpilot

"David explained everything clearly without unnecessary jargon and made the process easy to follow."

Jonathan C, verified client

Ready to talk about your financial future?

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Expertfinancial advice for Irish professionals, contractors and business owners.

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