fbpx

Thinking About Accessing Your Pension?

Take control of your finances today 01 5267770

Withdrawing money from your pension can be a confusing time.

If you are considering accessing your Pension then you may need some help and guidance.

We have been supporting and guiding our clients since 2004 and we want to help you to make the right decisions when accessing your pensions.

Phone Jim or Michael today and have your Pension Access, Approved Retirement Fund and Annuity questions answered. Call us on 01 5267770 or 053 9110380.

This is how we can help you:

Protect Your Money – protecting what you have built up in your pension fund is important. We can help you decide if now is the right time for you to withdraw money from your pension.

Make sure that you get the highest possible tax-free lump sum

✅ Help you to decide between an Annuity or an Approved Retirement Fund (ARF)

✅ Show you what income you will receive from your pension each year, and also how to protect this income for your family in the event of your death

✅ Make sure that you pay the least amount of tax on your pension income

Liaise with your pension provider to make sure that you get your money as quickly as possible

✅ Phone, Email or Webchat – We have clients all over Ireland and staying in contact with them is important during this difficult time. We can look after you by phone, email or webchat, whatever suits you best.

What is the next step?

Usually your first contact with us will be a short telephone call or an email. This allows us to understand your situation and let you know how we can help you. A quick phone call or email can often be the easiest way to take the stress out of these decisions.

For most of our clients that initial phone call or email is where they start to get clarity on the right steps to get the most from their Pension.

Accessing your Pension can be far more straightforward than you think. We will prepare all the forms and paperwork for you, deal with your pension provider on your behalf, and of course keep you updated along the way.

Feel free to contact us at:

Email: jfenelon@guardianwealth.ie

Phone: 01 5267770 or 053 9110380.

Serving Dublin, East Coast, Midlands & South East

How To Access Your Pension – Part One

An introductory video where Michael Coburn, from Guardian Wealth, explains what happens when you access your pension.

How To Access Your Pension – Part Two

Watch as Michael outlines the differences between Annuities & Approved Retirement Funds.

Testimonials

Drawing down my Pension was a big financial decision and I was very happy I chose Guardian Wealth. Michael clearly explained my options to me and dealt with my insurance company to make sure it went smoothly. I now meet with Michael every year to make sure my retirement plans are on track. I have no hesitation in recommending Guardian Wealth.

Declan Woods

Doctor, Carlow

I have been receiving advice from Jim Doyle in Guardian Wealth for 3 years. Jim has been very good to me and has given me great advice over the years. He keeps in touch to give me updates on my pension and he is always available by phone if I have any questions. I am delighted that I am dealing with Guardian Wealth. They are a professional outfit and very straightforward to deal with.

 

Mr Ian Dornan

Meath

I contacted Guardian Wealth when I wanted to access my pension. I dealt with Jim Doyle and he explained all of the options available to me in a clear and concise way. He helped me to make the best decisions for me considering tax, my income needs and my investment options. Guardian Wealth took care of all the paperwork and made sure that my pension company, Irish Life processed it all quickly and correctly. I am very happy to recommend Guardian Wealth if you are considering accessing your pension.

 

Mr Larry Carroll

Dublin

Related News

Take control of your finances today   01 5267770