Personalised and experienced Wealth Management and Financial Planning tailored to your situation.
When you have made a Personal Financial Plan, it is quite simply a roadmap to financial peace of mind for now & the future. Having a plan ensures you’re more likely to fulfil your financial goals, plan for retirement, protect your hard-earned money, and ensure you are availing of all tax reliefs.
Our experienced and qualified investment advisors will work with you to develop a personalised investment strategy and give you informed tax advice.
We have solutions for all investor types and risk appetites. As a Financial Broker we have agencies with most insurance companies, which means we are not tied to any one of the companies we deal with. This allows us to consider “the bigger picture” when helping you implement the best strategy.
We want to ensure that you and your family will be more than OK when it comes to building your personal wealth.
Guardian Wealth Ltd are specialists in retirement planning. That involves great personal, tax, and financial advice. We pride ourselves on providing insightful advice and guidance for those either building their wealth, or about to access their Pension.
We understand the retirement decisions you must make now and in the future. We cover all eventualities along the way and know how important it is, so we take the time to get it right for you.
Tax advice is at the heart of everything we do. There are so many revenue reliefs and incentives that can apply to you, your family, and your situation. We identify and propose solutions as to how to keep income tax, capital gains tax, corporation tax, and inheritance tax to a minimum.
The one constant in life is death and taxes. However, when assets are left to you from your family, then inheritance tax advice will be necessary to help you minimise the amount of tax you and your family pay out. This is a very important part of financial planning.
Client First Approach
Transparent fees and no hidden commissions
Lifetime financial planning, not just product sales
Access to top-tier global investment funds
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:
These clients often have complex needs like retirement planning, succession planning, tax strategy, and asset protection:
High income and long education timelines make them ideal clients for long-term financial planning:
They often understand the value of planning and have high incomes:
These individuals may have irregular income or performance bonuses, making planning essential:
Business Owner
Business Owner 60 years
Business Owners aged 51 and 49 years
We understand your goals and values.
We create a clear, actionable financial plan.
We adapt and adjust as your life evolves.
Why not drop us an email with your question, and we will see what we can do to help!
After so many years working and building up my Pension it was quite daunting when the time came to access my Pension. There were lots of different options available to me and I wanted to make sure I was fully informed. Michael in Guardian Wealth helped me to understand the immediate and long-term implication of the options available to me and guided me through the process. I would have no hesitation recommending Guardian Wealth.
Trying to make a decision between keeping my existing Defined Benefit Scheme or taking a transfer value was not a clear decision for me. I needed to take advice from somebody with experience so was very happy when I reached out to Michael in Guardian Wealth. Once we weighed up the advantages and disadvantages of each option it became clear to me what I needed to do. I would recommend Guardian Wealth to anybody trying to make a similar decision.
I have been receiving advice from Jim Doyle in Guardian Wealth for 3 years. I was advised by a friend to use Guardian Wealth and so I contacted them when the time came to access my pension. 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.
I contacted Guardian Wealth as I was looking to get advice on how best to transfer my UK Pension back to Ireland. I met with Michael a few days later and he explained the process to me, and we got the documentation completed to enact the transfer. I don’t think it was something that I could have completed myself, so I am more than happy to recommend Guardian Wealth to anybody looking to transfer their UK Pension back to Ireland.
Trying to get my UK Pension transferred to Ireland was a confusing process. I was getting different advice and opinions from different sources. Michael reviewed my circumstances and was able to explain exactly what my options were. He also contacted the UK pension provider to make sure the process went smoothly. I would have no hesitation recommending Guardian Wealth.
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.
I had been researching the possibility of transferring my UK Pension back to Ireland for quite some time. However, it wasn’t clear to me what steps I had to take to get it done. Once I contacted Guardian Wealth Jim was able to explain the process to me, organise the paperwork and deal with my UK Pension provider. I am happy to recommend Guardian Wealth to anybody who needs help with their UK Pension transfer.
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’
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.
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.
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.
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.
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.
I would like to sincerely thank you and the rest of the team at Guardian Wealth for the professionalism and due diligence in facilitating my pension transfer from the U.K. You yourself & Stefan carried out your duties in an exemplary manner, always returning calls and emails (a rare thing unfortunately these days but one to my mind which sets Guardian Wealth and yourself particularly high in customer relations). I would have absolutely no hesitation in using yourselves again or recommending you to others.
Since 2005, we have been providing financial advice to business owners, individuals, professionals and retirees from all over Ireland. We specialise in providing clear, concise recommendations with actionable solutions to allow you to secure the financial future you want.
When it comes to pensions, tax and financial planning advice, there are many different situations and we take everyone on a case by case basis, this allows us to focus on each client’s specific needs and address any financial planning problems quickly.
Our team here has extensive knowledge to deliver tailored, high-quality financial solutions. Our approach is client-focused, ensuring that each individual or business receives advice that is both strategic and personal.
We are constantly upskilling ourselves as we feel this is important in the ever-changing world of Pensions, Tax and Financial Regulation. If something regarding tax or pensions is on your mind, then we would love to talk with you today.
