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Pension Advice for Business Owners and Professionals

Take control of your finances today

Retirement Planning is something every business owner and professional needs to get right.

Quality pension advice from a trusted advisor is vital to securing your families long term future. Using a Pension as a vehicle for retirement planning has many advantages:

  • For the self-employed, it allows you to reduce your income tax bill

  • For business owners it allows you to transfer company wealth into your personal private ownership

  • Money in your pension grows tax free – free from DIRT, free from Income Tax and free from Capital Gains Tax

Expert Pension advice is about knowing how best to utilize the pension options available to you in tandem with your own personal circumstances and financial planning objectives. You need to make sure you have the correct:

  • Pension Structure

  • Tax Advice

  • Appropriate Investment Strategy

  • Competitive Fees

  • Ongoing Financial Advice to make sure you are on track to achieve your retirement goals

Guardian Wealth can help. We have the skills and the team to provide expert retirement pension advice. We can formulate a financial plan for you that achieves your personal and financial goals, and most importantly we can explain it to you in a clear and easy to understand manner.

We want to take the mystery out of retirement planning and give you a very clear understanding of what you need to do to make sure you achieve financial freedom in retirement.

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I always found them to be ethical, client focused and more than willing to go the extra mile for me.
Michael has always fulfilled his initial commitment to undertake regular reviews and engage in proactive meetings which keep me well informed. I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.

Pharmacist, Kilkenny


Take control of your finances today

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