Irish Pensions and Finance Reviews 485

TrustScore 5 out of 5

4.8

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and ability to clearly explain complex financial topics, making the process easy to understand. Many highlight the excellent customer service, noting that advisors are patient, accommodating, and provide tailored advice, leading to a smooth and positive user experience. However, some people were dissatisfied with their mortgage application experience, feeling that their preferences were not adequately considered and that the service did not fully align with their expectations, leading to a perceived waste of time.

What people talk about most

Staff

People report positive experiences with staff, consistently praising their professionalism, knowledge, and... See more

Service

Consumers find service to be positive, with many reviewers highlighting the helpfulness and professionalism... See more

Customer service

Reviewers highlight positive aspects of customer service, praising the helpfulness, clarity, and patience of... See more

User experience

Customers consistently note positive experiences with user experience. Reviewers found the process clear,... See more

Based on these reviews

Rated 5 out of 5 stars

I've had good experiences with IPF across a few different products. Shannon Moran helped me set up an AVC, and then later I went through IPF for my mortgage, with Ryan Flood helping me most recently.... See more

Rated 5 out of 5 stars

Nicole was very helpful and made everything very straight forward. She also reminded me to claim tax back on my income protection payments for last year, which I had forgotten to do! It was very rea... See more

Rated 5 out of 5 stars

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 co... See more


Company details

  1. Financial Planner
  2. Finance broker
  3. Financial advisor
  4. Pension office

Written by the company

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.


Contact info

4.8

Excellent

TrustScore 5 out of 5

485 reviews

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Replied to 50% of negative reviews

Typically replies within 48 hours

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Rated 5 out of 5 stars

IPF have been extremely professional…

IPF have been extremely professional with me throughout the process of setting up a pension, life cover and income continuance.

My broker, Jack Stevens was on hand throughout and gave great guidance on what cover best suited my needs. His professionalism and timely approach were exceptional.

1 September 2024
Unprompted review
Rated 5 out of 5 stars

Excellent Service

I have been dealing with Neil for about ten years now. He has incredible knowledge of all the products (as well as incredible patience with all my questions!). He makes thoroughly sure that he offers the appropriate products for me for now and into the future and gives me the full detail to think about before I commit, as well as providing follow up afterwards. I couldn't recommend him more highly.

16 August 2024
Unprompted review
Rated 5 out of 5 stars

Aoife was excellent

I've been putting off this for so long for fear of not fully understanding all aspects of my pension but my advisor Aoife was excellent in taking it at my pace and making sure I was comfortable with all aspects of my plans.

13 August 2024
Unprompted review
Rated 5 out of 5 stars

Highly Recommended

Highly Recommended

Katie Doyle is my advisor. She explained everything in a very detailed and knowledgeable manner. We really had a good conversation regarding AVC. Looking forward to talk her again on November. Thank you very much Katie.

28 June 2024
Unprompted review
Rated 5 out of 5 stars

Excellent all round service

Excellent all round service. Spoke with Ryan who discussed all aspects of financial planning and focused on what was personal and relevant to me. Very well explained and illustrated.

24 July 2024
Unprompted review
Rated 5 out of 5 stars

Highly Recommend

Casey Jackson-Myers was my advisor and I cant praise her enough. Such a friendly and knowledgeable lady. She explained everything very well and make it so easy to understand. I really felt Casey had my best interests at heart and she really knew what she was talking about. I was very happy with the advice she gave me. I can't recommend this service enough. The process was stress free and easy to complete.

15 July 2024
Unprompted review
Rated 5 out of 5 stars

AVC Contribution

I got in touch with Rebecca through St James Hospital to set up my AVC. she’s a brilliant advisor and very lovely to deal with too. All my questions were answered. Highly recommend.

2 August 2024
Unprompted review
Rated 4 out of 5 stars

I had a review of my AVC contributions…

I had a review of my AVC contributions and Dean was very good at explaining everything. He answered all my questions and clarified some issues I had. However, when it came to amending my AVC contributions through my payroll I can only say that New Ireland Assurance who look after the deductions are a complete disaster. Unfortunately Dean inherited this problem which was ongoing from February. Numerous phone calls and emails to New Ireland have gone with neither an acknowledgement or reply.
Dean has finally got it sorted for me just this week.

9 August 2024
Unprompted review
Rated 5 out of 5 stars

Excellent service

Excellent service. Camila went through all the details in a very clear, and precise way and showed the real benefits of setting up an AVC fund.
Would recommend.

Thomas Brennan.

8 August 2024
Unprompted review
Rated 5 out of 5 stars

Proactive and methodical

Experience with advisors hasn't been universally positive but, on this occasion, I found Mark Coleman and and Andrew Glynn very proactive on follow-up. Mark addressed my queries methodically and expertly. May this level of service continue!

10 July 2024
Unprompted review

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