Irish Pensions and Finance Opiniones 473

I have taken out an AVC with Louise Dunne, she then contacted me to check how things were going, and I decided to invest again this time, with a Savings account, she listened very attentively to me and what my life is like and to determine my attitude to risk, she knew when and what I needed finances for in the future and helped me through everything, including filling in complicated forms. Louise regularly checks in with me now and we assess how the markets are doing and how the investments are doing. I will be in a position to invest again few years down the line, but I know in the interim Louise will be checking in with me at least twice a year to determine that all is going ok with investments and to put me at ease if the markets fluctuate and to settle me from making rash decisions, I hope she stays with this company of IPF or else I will be following her to the next company, as I now have full trust and have built good rapport with her and most of all TRUST her.

Jack Garvey found be a fair price for what can be an expensive outgoing.

I have had the opportunity to engage with IPF for my pension planning and my experience has been highly satisfactory. The consultation process was clear and well-structured. My financial advisor Dean patiently explained the options available, including additional voluntary contributions (AVCs), and helped me understand the benefits and implications of different strategies for enhancing my retirement savings.

Katie Doyle explained everything, I felt confident that the investments in AVC would safeguard my future Financially.
Thank you Katie

IPF were very nice to deal with and were able to answer any question I asked. A wide range of topics was covered.

IPF made commencing an AVC clear and easy and have been happy to assist with questions or altering the amount towards the fund. Have already recommended IPF to others.

We recently dealt with Aaron Lockhart in Irish Pensions & Finance, and we couldn’t be more satisfied with the experience. Aaron was friendly, professional, knowledgeable, and ensured both my wife and I fully understand the mechanics of the AVC.

Aaron took time and care to clearly explain our pension. I informed Aaron that I needed to think about other possible investment options and he promptly provided me with options tailored to my needs.

I would highly recommend Aaron to anyone looking for trustworthy, expert financial advice delivered in a clear, friendly and professionalism manner.

Niall Branigan

Explained everything in detail, Great service.

I recently met with Nicole Tyrell and found her to be clear, concise and patient. I found the preparatory work she had done was really helpful in enabling me to understand the information. I would definitely recommend her to others.

Nicole was recommended by a HSE colleague. She was really helpful and reassuring. I valued her honest and expert advice. She was flexible, patient & informative and got me on track with a financial plan quickly & easily.

I received an excellent service from Ryan & Aimi whilst switching Mortgage. They made the whole process very simple and straight forward and got me the best deal possible tailored to my circumstances . Would highly recommend.

From the beginning Ryan Flood was very helpful in helping us navigate the process of applying for a mortgage and was able to give us excellent advice along the way. I could recommend IPF enough for the professionalism and genuine helpfulness from its staff.

Easy to deal with and helpful explanation of complex matters

Relatively quick and well informed on the subject matter

Received a follow up phone call promptly, following an initial training session. I was given a very clear analysis and summary of what I could expect for my pension and advice on AVCs that was simple and easy to set up. It de-mystified the pension process for me and gave great peace of mind.

When I met one-on-one with Yasmin, she made my pension clear to me for the first time ever! She clearly explained how the AVC works, and the benefits, without being pushy. I then had some follow up conversations with Catherine, who was also really helpful. I highly recommend the services of IPF.

Have had a great experience so far and such trusted advice . Have already recommended to friends

My financial planner gave me the reassurance I needed to put more money into my pension.

Charlotte has made commencing an AVC clear and easy and is always happy to assist with questions or altering the amount towards my fund.

Eoghain O'Haire was so helpful, friendly and explained everything so I could understand as much as my capacity is for taking in this knowledge. The spreadsheet and figures relating to my situation was changing. Great help for AVCs

I recently had the pleasure of working with Irish Pensions & Finance, and I couldn’t be more satisfied with the experience. From the very first consultation, their team was professional, knowledgeable, and genuinely focused on understanding my financial goals.
In particular, Jack Stevens was exceptional to deal with. He took the time to clearly explain my pension and investment options in a way that was easy to understand, without any pressure or unnecessary jargon. I felt confident that the advice I received was tailored specifically to my circumstances, and he was always available to answer questions promptly and thoroughly.
What really stood out was the transparency and commitment to long-term financial planning. I was provided with clear guidance, practical recommendations, and a well-structured plan that gives me real peace of mind about my future.
I would highly recommend Irish Pensions & Finance — especially Jack — to anyone looking for trustworthy, expert financial advice delivered with professionalism and care.