Welcome To The Guardian Wealth Accountants Portal

Welcome to the Guardian Wealth Accountants Portal. Our aim is to provide relevant and insightful Tax, Pension, Investment and Financial Planning Advice to you and your clients.

We have been providing Financial Advice to Business Owners all over Ireland since 2005, and we currently advise on over €100 million of pension and investment assets for our clients.

Our team is led by Jim Doyle and Michael Coburn, who between them have over 50 years experience of working and advising their clients, both young and old.

We hope you find the content useful. Please feel free to contact us by filing in the contact form or reach out to us at:

Email: jfenelon@guardianwealth.ie
Dublin: 01 5267770 Wexford: 053 9110380

Serving Dublin, East Coast, Midlands & South East

Testimonials

I had my Pension with my Bank but as the fund grew, I was becoming more and more concerned that I was always dealing with somebody different. I wanted to have a direct line to somebody who could advise me and meet with me as my circumstances changed over time. Michael is my Pension Advisor now and is always at the end of the phone whenever I need him. I am happy to recommend Guardian Wealth.

Marion English

Tir3D Ltd, Carlow

I have experienced the ups and downs of Pension funds over many years. As I got closer to retirement, I needed to get advice regarding the risk profile of my pension funds as I didn’t want to see it fall in value at this stage of my life. Michael was able to provide practical steps to make sure this risk was reduced for me and I am happy that I am on the right road. They are always at the end of a phone & very accommodating to meet at short notice to discuss any queries that we may have. I do recommend Guardian Wealth to anybody worried about their pension.

Patricia McCaffrey & Frank Cooney

Cooney Architects, Dublin

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

Related News

What are my options for my defined benefit pension from a previous employment?

by Jim Doyle | Sep 2, 2021 | Pension, Pension Access

What are my options for my defined benefit pension from a previous employment? We are regularly asked for advice from people who have a defined benefit pension from a previous employment. When you leave a job where you are a member of a defined benefit pension scheme,...