Contact us Today for Pension Advice

des-wilson-pension-plan-website

Rewire, don't Retire

active-retirement-ireland-guide

Rewire don’t Retire

If you are thinking of retiring or recently retired download a copy of Rewire don’t Retire for practical advice on retirement. The ebook was written by Marianne Heron with Paul Britton and sponsored by Irish Life and Active Retirement Ireland.

About Us

Des Wilson Financial Services offers a complete Financial Planning service. We specialise in Pensions and www.pensionplan.ie was set up to create awareness and promote pensions as a means of providing you an income in retirement.

We work primarily with self-employed individuals, professionals and directors of small companies. We believe in goal based financial planning and will help you create a realistic retirement plan.

It’s a long-term relationship and along the way we can help educate you on financial matters and review your plans to help you stay on track.

Financial Planning Explained

Play Video

Financial Planning - It's What We Do...

For You, Your Family and the Next Generation...

Lifestyle Planning

Money is important as it pays for the lifestyle we choose to live. We have a lot of calls on our income and it can be difficult to decide how best to allocate our resources to meet our financial goals. We live in a complex financial world and it can be difficult to make prudent financial decisions. Lifestyle Financial Planning along with a Personalised Cashflow analysis will pull everything together and help you make sense of the future.

Protection Planning

How would your family survive if you were unable to work as a result of an illness or disability or worse still if you were to die prematurely? How would it impact your household income, what would happen your retirement plans, what benefits would the state provide?
Life Insurance, Illness cover and Income Protection are the safety net of any financial plan.

Succession & Estate Planning

At some stage we will pass on assets to someone else. This could be after retiring and you want to pass on a business to a son or daughter. It could be about passing on your wealth to the next generation after you and your spouse’s death. This involves planning in advance if you want to take advantage of the various tax breaks.

Des Wilson - Financial Advice Blog

17
Aug
How can I reduce or avoid inheritance tax? Inheritance Tax Nobody likes paying tax but Inheritance Tax in particular is a tax that really... Read More
11
May
How to buy Property with your Pension Fund It’s nearly a decade since we fell out of love with residential investment properties. Over the last... Read More
27
Apr
Investment Update – April 2018 Investment markets have been very mixed this year. January was a very positive start and followed by... Read More
16
Feb
Volatility returns to the Equity Markets In the last two weeks volatility has made a return to the stock markets after a lengthy absence. On... Read More
Call Us Now 01 4903237
Email Us info@pensionplan.ie
Our Office 17 Rathfarnham Road, Dublin 6w

What's your Pension Question

Ask your Pension Question here and we will get back to you with an answer within 24 hours by email.
What's your Pension Question