Irish Pensions and Finance Avis 

496
TrustScore 5 sur 5

4,8

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I am not great with finance stuff, my brain just won't engage with it. The IPF representative was very patient and clear about numbers and timeframes, didn't push for more than I was comfortable wit... Voir plus

Noté 5 sur 5 étoiles

I have always had a complete block when it comes to anything pension related. Yasmin made my own personal pension situation really clear to me for the first time ever on our call! Catherine then follo... Voir plus

Noté 5 sur 5 étoiles

The service and advice l have received from Irish Pensions and Finance over the last 10 years has been excellent and relevant to my changing life circumstances. Thank you to Camilla and team for all y... Voir plus

Noté 5 sur 5 étoiles

I have been relying on Irish Pensions and Finance (in particular Rebecca Cox) for over 4 years now for advice regarding; my pension and income protection. They always make sure to follow up with me... Voir plus

À propos de l'entreprise

  1. Planificateur financier
  2. Courtier en finances
  3. Conseiller financier
  4. Bureau de retraite

Écrit par l'entreprise

Irish Pensions & Finance was established in 1993 and specialises in the provision of financial advice to Public Sector employees. Over the past 30 years, we have built up a wealth of experience in dealing with employees working in the Public Sector and currently administer over 137 AVC schemes with a combined membership of over 25,000 members. Current schemes include Civil Service, HSE, Voluntary Hospitals, AGSI and Local Authorities. We have a team of over 60 Financial Advisors who work with clients from initial consultation through ongoing servicing and monitoring. Our goal is to guide our clients towards making the right decisions regarding their own financial priorities and concerns. As part of our service, we provide online and in-person information sessions for Public Sector staff. These sessions give staff a breakdown of their superannuation entitlements and the options available to enhance these benefits. Staff are also offered the opportunity to meet a Financial Advisor on a one-to-one basis for an individual financial consultation, free of charge. We specialise in the provision of retirement/ financial planning advice.


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

496 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

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A répondu à 50 % de ses avis négatifs

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4,8

Tous les avis

(496)

109 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Informative, engaging & professional

Informative, engaging and professional - Casey Jackson-Myers was very good. She explained all in a clear and understandable way and was very nice to deal with. Took all of my questions and provided relevant answers. Was pleased with the experience.

30 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Very informative and helpful

Michelle Farrelly was a fantastic help from the very start of showing my interest in commencing AVCs. Her emails were informative and efficient. The team meeting I had with Michelle was detailed and she could not have done enough to ensure I understood the AVC Plan I was signing up to thoroughly. Michelle agreed to email me everything discussed, which was an added bonus to have the notes and information discussed. We also agreed to link in again to ensure the plan is working for me. Michelle was amazing to deal with and I look forward to her helping me further in the future.

19 février 2025
Avis spontané
Noté 3 sur 5 étoiles

After workplace demonstration I signed up for AVCs

After the workplace demonstration I signed up for a consultation but was not contacted. I had to get contact details from a work colleague and contact James directly. When I did James was very helpful in organizing a meeting very quickly which was much a appreciated. There were a few errors in the projections (incorrect numbers of years of service and the fact that if you work past 65 you cannot continue to accrue years). Nevertheless, the information provided on AVCs was good and overall I was happy with the consultation

25 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Practical and to the point

It was great to speak with our financial advisor , our meetings were scheduled around our availability and got great and practical advice regarding pensions , income protection and life insurance .
Would recommend to work IPF.

6 mars 2025
Avis spontané
Noté 5 sur 5 étoiles

Great assistance from james

I dealt with james and he made everything easy to understand
He was very knowledgeable about anything I asked
He didn't rush me at all and made sure I was happy with everything
I would highly recommend him

13 février 2025
Avis spontané
Noté 5 sur 5 étoiles

Getting ready for my retirement

Getting ready for my retirement is important to me to ensure that I am not a burden to anyone, IPF lead me to the right direction and helped me to be financially sound as the day approaches and to make sure I have enough funds and will be able to enjoy my future retirement plans. Alison gave me insights on how to be better prepared and admire her patience towards me concerning questions that I do not understand regarding AVC. I am just glad that I am ready...

8 juillet 2024
Avis spontané
Noté 5 sur 5 étoiles

Nishtha was absolutely brilliant to…

Nishtha was absolutely brilliant to deal with. She explained my options relating to AVC's very clearly and concisely and helped me tailor the best plan for my circumstances. It was an extremely useful session and I would highly recommend IPF to anyone

27 février 2025
Avis spontané
Noté 5 sur 5 étoiles

I dealt with Cian and I am delighted with advice given.

I dealt with Cian and I have to say for the first time I fully understood what my payments were doing for me and how my pension will be paid out when I retire.
The report that Cian send me on is so clear and we have agreed to touch base again in August as I plan to retire in April next year. Thanks Cian.

12 août 2024
Avis spontané
Noté 5 sur 5 étoiles

Very helpful and responsive

HI I recently was emailing Aaron Lockhart regarding some queries I had before and after an annual financial review. Aaron was very responsive and clarified everythign for me and I was very saitisfied with the advice received, thank you Aaron!

27 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Very professional service

I spoke to Michaela Lynch a d she was very professional and really easy to talk to. She was patient with my questions and provided really simple and clear answers. I found the whole experience to be very good and would highly recommend Michaela as an advisor.
Thanks so much for setting me on a path to a more comfortable retirement

21 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Better understanding pensions

Dean was patient in explaining every point of the contracts for AVC pensions, what this entailed and what benefits this would have for me, being young and not looking at retiring too early. He answered lots of questions and had plenty of time allocated to me to discuss in detail. Dean then offered services to my colleagues to reach out if they wanted to get some advice re finances.

14 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

AVC & Pension Advice

I have been dealing with Casey Jackson Myers over the last couple of years and she is on the ball with her job and very reassuring with any advice she has given me

24 février 2025
Avis spontané

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