Common Questions & Financial Insights.
Transparent answers regarding our advisory process, regulated status, and how we help secure your financial future.
Financial Health is an expert-led financial planning firm based in Ireland. We specialize in helping individuals, families, and business owners make informed financial decisions—whether you're planning for retirement, protecting your income, investing wisely, or building wealth for future generations.
We offer a range of tailored services including:
- Retirement Planning & Pensions
- Investment Advice
- Financial Planning for Business Owners & Contractors
- Income Protection & Life Cover
- Estate & Inheritance Planning
- Redundancy & Exit Strategy Advice
We are a brokerage, which means we’re not tied to any specific providers. Our advice is always in your best interest, based on a fair assessment of the open market to ensure the most efficient solutions for our clients.
Yes. We specialize in redundancy scenarios and can explain your tax-free entitlements, SCSB exemptions, and how to structure your lump sum or exit plan in the most tax-efficient way possible.
Yes. Financial Health is regulated by the Central Bank of Ireland. All of our advisors hold the Qualified Financial Advisor (QFA) designation and are licensed by the Institute of Bankers and the Life Insurance Association.
We undertake continuous professional development (CPD) to ensure the advice you receive remains fully aligned with current regulations and evolving financial strategies.
Yes. We structure pension contributions and protection policies (like Executive Income Protection) to strategically reduce personal or company tax liability. Furthermore, our partner company Shelbourne Accountants can offer specialized assistance regarding company structuring and taxation.