We have been advising clients for the last 24 years in relation to their pension provision. As a Pension, Mortgage, Life & Wealth Management broker we also can advise our clients in relation to investing in property and diversifying their portfolio to spread their risk.
Most people invest in a pension plan to put some money away for a rainy day. The main key factor is the tax relief gained on the contribution. The return on the investment is as relevant as the tax free growth within the fund and a key factor to determining the amount of nest egg available to our clients at their preferred retirement date
We can advise you in relation to the types of Retirement Plan that best suits You, now and going forward. From Employee Group Retirement Plans or Self Employed Personal Plans , PRSA’s or Directors & Senior Personnel. We have the experience and the expertise to advise you as to which plan suits you best.
We can also advise you in relation to previous Plans you may have been a member of. We can research back to see where your fund is now , whether it be last year or 40 years ago. Once you contribute to a pension fund and do not cash it in, the fund should be there for you at retirement. We can then re-patriate this fund for you if you so wish.
The above is an example of the types of service we can offer you in relation to advising and setting up pension plans for you or your partner or your Employee’s. Please read further for the Retirement plan that suits you by clicking on the icons above. Call us for a free factfind meeting in a location that suits you ,with no obligation and no cost to you.
Please read our testimonial page for examples of what our existing clients think of us.
Please give us a call ,we will try to assist you as best we can
Whelan Life & Pensions has grown strongly by referrals from you our clients. If you like the way we do business, please recommend us to your clients, colleagues and friends. We realise that when you recommend us, you stake your own reputation. Therefore, we shall always follow up your referrals quickly and keep you informed. Likewise, whenever possible we aim to reciprocate and recommend clients of Whelan Life & Pensions to our various contacts.