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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.

Testimonial

As a conservative investor with little understanding of the stock market, they created an investment portfolio for my Pension that allows for solid growth potential but also that shielded me from the excesses of stock market turmoil over recent years.

Conor

GP, Dublin

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Take control of your finances today   01 5267770