Are you worried about the performance of your Pension Fund?
Are you looking for advice & guidance?
Phone Jim or Michael today to have your Pension questions answered. Call us on 01 5267770 or 053 9110380.
Recent volatility on world financial markets due to the Coronavirus Pandemic and high inflation, has many Pension investors worried.
You will possibly start to ask yourself questions such as:
✅ Has my Pension fallen in value?
✅ Do I need to reduce the risk profile of my fund?
✅ Should I switch into a Cash Fund until things settle down?
✅ Are possible high fees on my Pension making things even worse?
✅ What impact will recent events have on my future income?
✅ How exposed am I to more financial market volatility?
✅ Phone, Email or Webchat – getting the correct advice when it comes to your ARF is important. 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.
Whatever the reason, we can help bring some clarity to these concerns.
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.
Understanding your Pension options 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 Monday to Friday or email us using the contact form. Jim or Michael will be happy to answer your questions.
Email: jfenelon@guardianwealth.ie
Phone: 01 5267770 or 053 9110380.
Serving Dublin, East Coast, Midlands & South East
Our Services
Wealth Management & Financial Planning
Tax and Inheritance Planning
Starting A Pension
Pension Calculator
Pension Access & Approved Retirement Funds (ARF)
Defined Benefit Pension Transfer Options
Pension Performance
UK to Ireland – Pension Transfer Options
Investment Advice
Life / Illness / Income Protection
Testimonials
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
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
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.
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Nuala Byrne
Burnside Autocyl Ltd, Carlow
