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Expert Investment Advice & Tailored Strategies For A Secure Financial Future

We help professionals and business owners grow and protect their wealth with personalised investment strategies.

  • Build Wealth with a Strategy, Not Guesswork
  • Expertly Managed, Globally Diversified Portfolios
  • Transparent Advice, Backed by Proven Insight
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Trust & Authority

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Why It Matters

Worried Your Investments Aren’t Working Hard Enough for You?

  • Concerns:
    Unclear performance, lack of transparency, poor past advice.
  • Transition:
    We offer unbiased, client-focused investment guidance tailored to your goals.

Investment Success Depends on Strategy

Risk Tolerance

Match investments with the level of risk you are prepared to take.

Financial Goals

Short-term vs. long-term planning.

Diversification

Spread risk across different assets.

Tax Implications

Know the tax treatment of each investment.

Expert Advice

Financial guidance maximises results and reduces mistakes.

How We Help

Our Investment Strategy Services

Personal Investment Planning

We have a planning process for our clients which allows us to organise and manage their finances to achieve their specific financial goals. We spend time compiling extensive research based on client discussions and their objectives and we match that with their circumstances and level of risk they are comfortable with.

Portfolio Review & Performance Assessment

We have a review tracker for each client which allows us to meet with them once a year or more depending on what they require. In that review we determine if they are still well positioned to meet their investment goals.

Risk Profiling & Strategy Alignment

When we gather all the facts, take into account our clients financial situation, assets, liabilities, personal preferences and comfort level, this allows us to measure how much risk our clients are “willing” to take and how much risk they are “able” to take with their investments. We can then align this with their overall financial strategy.

Ongoing Monitoring & Annual Reviews

We meet with our clients at least once a year to monitor the performance of all investments, keep up to date on their personal and business circumstances and review their financial plan for their pension and investment strategy.

Advice on Tax-Efficient Investment Structures

Tax plays a very important part in the world of pensions and investments. We are qualified to give tax advice on all investment structures. Tax efficiency is about taking advantage and being aware of the tax reliefs that affect you so you pay less tax at year end.

Who We Help

Ideal for Busy Professionals, Company Directors, Business Owners & Executives.

  • Those who have a lump sum they would like to invest.
  • Business Owners looking to invest company money.
  • People with existing investments who are seeking more clarity on performance and fees.

Meet the Team

Michael

MICHAEL COBURN

Pension, Tax & Investment Specialist
Michael has been providing pension, tax, investment, and financial advice to his clients since 2005. He has an in-depth understanding of Business Owners and their requirements, which allows him to identify and implement tax efficient solutions that allow his clients to effectively plan for retirement. He is constantly upskilling himself in the ever-changing world of Pensions and Tax, which is reflected in his many qualifications.Outside of work Michael is a keen cyclist and swimmer. He also keeps himself very busy supporting his 3 children in their own pursuits, both sporting and academic, and he also coaches juvenile GAA Football Teams.Qualifications:
  • QFA (Qualified Financial Advisor)
  • FLIA (Fellow of the Life Assurance Association of Ireland)
  • LCOI (Licentiate of the Compliance Officers of Ireland)
  • RPA (Retirement Planning Advisor)
  • SIA (Specialist Investment Advisor)
  • BBS (Bachelor of Business Studies)
Jim

Jim Doyle

Owner & Director

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:

  • QFA (Qualified Financial Advisor)
  • ACMA (Chartered Management Accountant)
  • CGMA (Chartered Global Management Accountant)

Joanne Fenelon

Communications Manager

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:

  • Diploma in HR
  • Higher Certificate in Digital Marketing
  • Higher Certificate in Supervisory Managemen

Kelly Keane

Financial Advisor
Kelly provides administrative support and advice to the clients of Guardian Wealth. She has over 9 years of experience in the financial services industry, working with various investment products and platforms as an administrator and analyst. If you are an existing or new client of Guardian Wealth, Kelly will be figuring out the best solution for you. She is currently studying for her diploma in financial planning. Kelly thrives on learning which is so important for our industry. Away from the desk, Kelly is driven by an active lifestyle – whether that’s hiking new trails, pushing herself in Hyrox training, or cheering on her favorite Formula 1 team. Dogs are also a big part of Kelly’s life and keep her moving every day. Qualifications:
  • QFA
  • BBA Bachelor of Business Administration, Accounting and Business

Evan Rowan

Financial Administrator
Evan has an established career across the Finance sector, primarily within the funds industry. Evan thrives on continuous education and doing the very best for our clients.Evan is currently undertaking the QFA exams and is set to become an APA (Accredited Product Advisor) in the coming months.Outside of work, Evan enjoys biking, DIY projects, gardening, and spending time with his family. He is always building, growing, or making memories. Evan brings that same hands-on curiosity and creativity to everything he does.Qualifications:
  • BBS (Bachelor of Business & Management)

Tailored Investment Strategy To Suit Your Situation

Whether you’re looking to save long-term, invest a lump sum, or work to help safeguard your future, we can help you navigate the complex world of Investments.

Consider: What Kind Of Investor Are You?

I’m new to investing

I want to invest a personal lump sum of money

I want to invest company cash

I have an existing investment I want looked at

I like taking risks when investing

Prefer not to take too much risk

Why Choose Guardian Wealth?

Clear Concise Advice That Will Help You Have Greater Clarity

Choice - We Have Access To A Comprehensive Range Of Investment Funds

Transparent fee structure

20+ years helping Irish investors

What Our Clients Say

Trying to map out a personal financial plan is not an easy task. As most business owners know we spend so much of our time making sure our business is successful, we don’t always have the time or the ability to understand what our personal finances will look like 20 or 30 years from now. Michael, in Guardian Wealth, was able to show me what I needed to do now to ensure I was going to be financially independent when I am older. We meet every year to review progress and I am more than happy to recommend him and Guardian Wealth.

Gavin Dixon
Business Owner, BITS (Business IT Solutions), Kilkenny

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.

Nuala Byrne
Burnside Autocyl Ltd, Carlow

My husband and I contacted Guardian Wealth seeking advice and help with our pensions. I am an ex Aer Lingus employee and I found it very difficult dealing with Mercer. We met with Jim Doyle in Guardian Wealth. He gave us straightforward advice and clearly explained the options available and the process to me. Jim and his team were very efficient and easy to deal with. They dealt directly with Mercer on my behalf and got everything sorted for me. I am more than happy to recommend Guardian Wealth if you are looking for pension advice.

Clare Skehan
Wexford

FAQs

Is there a minimum amount I can invest?

No you can start investing with any amount of money you wish to invest in a lump sum or monthly. We do however have minimum monthly and lump sum amounts that we will take. If you are speaking with Joanne here she will explain the minimum amounts to you.

If you have an existing investment we would be happy to look at the performance of it for you and do an analysis of the fees and charges you are paying. We will also benchmark your investments against other products in the market to see if it can perform better for you and examine if there are more suitable investment products for you.

Yes Guardian Wealth Ltd trading as Guardian Wealth, and t/a ARF Ireland is regulated by the Central Bank of Ireland. Our registration number is 40569. Guardian Wealth ltd is registered in Ireland as a Company. We are members of Brokers Ireland.

We offer a tailored Investment Strategy to suit your situation

Whether you’re looking to save long-term, invest a lump sum, or want to help safeguard your future, we can help you navigate and understand the complex world of Investments.

Important To Know

  • Past performance is not a reliable guide to future performance.
  • The value of your investment may go down as well as up.
  • There is no guarantee that the accumulated retirement fund will provide any specific level of retirement income.

Take Control of Your Financial Future Today

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01 5267770

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