Many thanks for all your help in making the transfer so seamless. I have to say I thought you did an excellent job and I am lucky to have landed on your website when I first started looking for someone to help me on this.
Extract wealth from your business and secure your financial future with a director’s pension strategy.
A Director’s Pension is a retirement plan designed for company directors, allowing them to save for retirement and extract company wealth in the most tax-efficient manner possible.
It facilitates the transfer of cash from your company into a pension policy in your own name. The key advantage of a Director’s Pension lies in its tax efficiency, which benefits both the company and the individual director.
Many Irish business owners are seeing their companies grow, with profits increasing year on year. In some cases, the cash is also building up in the company, earning nothing. The challenge is: How do you turn company profits into personal wealth for you and your family?
Director’s Pensions are the answer. They offer corporation tax and income tax relief and help ensure all the hard work you put into your business translates into a secure retirement and a regular stream of income beyond your working career.
Personal Retirement Savings Account
Personal Pension Plan
Self-Administered Pension Scheme
Executive Company Pension (Mastertrust)
Jim Doyle brings over 30 years of experience in financial and client advisory services. A qualified Accountant and Financial & Investment Advisor, Jim has built a career grounded in trust, expertise, and a deep commitment to client success.
Before founding his own accountancy practice in 2002, Jim held key accounting roles in multinational companies including Kerry Group and GlaxoSmithKline, both in Ireland and the UK. This diverse background has equipped him with a broad perspective and a practical understanding of both corporate and personal finance.
Jim specialises in tax and pension planning, using his extensive knowledge to deliver tailored, high-quality financial solutions. His approach is client-focused, ensuring that each individual or business receives advice that is both strategic and personal.
A passionate advocate for lifelong learning, Jim is dedicated to staying at the forefront of the financial industry and sharing that knowledge with clients and peers alike.
Outside of work, Jim keeps active playing tennis and proudly supports his three sons in their hurling and Gaelic football championships—interests that reflect his strong connection to community and family.
Qualifications:
Joanne has been with us since 2010. She has over 25 years experience in Customer Relations, Sales and Marketing in the business to business sector. Joanne, having being self employed understands the everyday challenges that business owners face and enjoys talking to several business owners every week to see if we can support them and make their financial situation better.
If you are contacting Guardian Wealth for the first time, chances are Joanne will be the first voice you hear. Joanne is responsible for all of our Marketing activity and also acts as a point of contact for our clients.
Outside of work Joanne enjoys swimming and walking her doggie “Jupi” singing in a community choir and supporting her local hurling team and Wexford Senior Teams. Joanne is passionate about her community and works with Wexford County Council to get funding for projects that benefit the community.
Qualifications:
Peace of Mind for Families Across Ireland
Many thanks for all your help in making the transfer so seamless. I have to say I thought you did an excellent job and I am lucky to have landed on your website when I first started looking for someone to help me on this.
Like most business owners I put most of my energy into making sure my business is successful. Very often that leaves little time to stop and look at my bigger picture financial position, and plan for the future. I have been working with Michael in Guardian Wealth for a number of years now and it’s great to know that he has a financial plan in place for me, and meets with me regularly to make sure I am on track. I am happy to recommend Guardian Wealth.
