Pension Access & Approved Retirement Funds
Business Owners
Investment Advice
Wealth Management & Financial Planning
Welcome to Guardian Wealth and thank you for visiting. Guardian Wealth specialises in providing clear and actionable solutions to allow you secure your financial future.
We will help you understand how best to utilize the growth and income from your assets so that you, your business and your family are financially secure in the event of long life, illness or death.
We have been providing financial advice to business owners, professionals and retirees from all over Ireland since 2005, and we currently advise clients on in excess of €140 million of Pension and Investment Assets.
We understand decisions you make now can have long term lasting implications, so it’s important to take the time to get it right. We have the skills and the team to provide expert financial planning and wealth management advice.
We want to take the mystery out of financial planning and give you a very clear understanding of what you need to do to make sure you achieve your personal and professional goals. Our Team of experienced Staff look forward to helping you with your personal and business situation.
Our Services
Business Owners
As a Business Owner or Professional, understanding now how best to use the fruits of your hard work for the benefit of you and your family, especially long term, can be quite confusing…
Financial Planning
We want to take the mystery out of financial planning and give you a very clear understanding of what you need to do to make sure you achieve your personal and professional goals and be financially secure for life.
Pension Access & A.R.F.
We have the skills and the team to provide expert retirement and pension planning advice. We can formulate a financial plan for you that achieves your personal and financial goals.
Starting A Pension
Retirement Planning is something every business owner and professional needs to get right. We have the skills and the team to provide expert retirement and pension planning advice.
Pension Transfers
It is quite common to have accumulated a number of pensions over your working life and there are many reasons why an individual may decide to transfer an existing pension to a new pension structure.
Investment Advice
After a thorough examination of what your investment objectives are, will sift through thousands of funds, from leading fund managers, making sure that you don’t miss out on any opportunity.
Hear what our clients are saying….
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
BITS (Business IT Solutions), Kilkenny