We Understand Your Financial Needs

Confide in us and we will provide clear and actionable solutions that will help to secure the future you envision.
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We Understand Your Financial Needs

Guardian Wealth logo iconProtect.Grow.Prosper

Welcome to Guardian Wealth and thank you for visiting. Guardian Wealth specialises in providing clear and actionable solutions to allow you secure your financial future.

We will help you understand how best to utilize the growth and income from your assets so that you, your business and your family are financially secure in the event of long life, illness or death.

We have been providing financial advice to business owners, professionals and retirees from all over Ireland since 2005, and we currently advise clients on in excess of €65 million of Pension and Investment Assets.

We understand decisions you make now can have long term lasting implications, so it’s important to take the time to get it right. We have the skills and the team to provide expert financial planning and wealth management advice.

We want to take the mystery out of financial planning and give you a very clear understanding of what you need to do to make sure you achieve your personal and professional goals.

Our Services

Business Owners

As a Business Owner or Professional, understanding now how best to use the fruits of your hard work for the benefit of you and your family, especially long term, can be quite confusing…

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Pension & Retirement

Retirement Planning is something every business owner needs to get right. Using a Pension as a vehicle for retirement planning has many advantages that you need to be aware of…

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Investment Options

After a thorough examination of what your investment objectives are, will sift through thousands of funds, from leading fund managers, making sure that you don’t miss out on any opportunity.

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Death & Illness

Having appropriate life cover and illness in place to protect you, your business and your family from the financial consequences of these life changing events is crucial.

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Tax & Inheritance

Successful Inheritance Tax Planning seeks to minimize your family’s inheritance / gift tax bill so that as much of your wealth as is possible passes to your family.

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Annuity Advice

When you eventually access your pension, and after taking a tax-free lump sum, you will most likely place the balance of your pension in an (ARF) or Annuity.

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Our Trusted Partners

Hear what our clients are saying….

Guardian Wealth differentiated themselves to me early on from their competitors. They are a firm which is focused on helping me achieve my goals, by listening to me in order to figure out what is really important to me.

By engaging with them I was able to build an investment strategy that minimised my pension fees in a structure which enabled me to feel more in control of my retirement planning needs. I always found them to be ethical, client focused and more than willing to go the extra mile for me. Michael has always fulfilled his initial commitment to undertake regular reviews and engage in proactive meetings which keep me well informed.

I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.

Joe

Pharmacist, Kilkenny

Take control of your finances today   01 5267770