Irish Pensions and Finance Reviews 485

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

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.

Stephen was brilliant to work with. Explained everything very well and gave fair advice. Would definitely recommend him to anyone.

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!

Neil was so helpful and explained everything so clearly⁸

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

Rebecca was approachable, knowledgeable and easy to deal with. I'm very happy with the service received,
Christine Barretto

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.

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

Stephen is helpful and knowledgeable and helps fill in the knowledge gaps around pensions and retirement that we all should know and understand!

Brilliant service, my financial advisor Allyson helped me out so much and made the entire process of setting up my AVC clear and concise and straight to the point and her communication throughout was spot on! Highly recommend

Great service.
Shane was excellent to deal with, knowledgeable and courteous at all times. I would recommend anyone who wants to deal with a company that is helpful and efficient to get in contact with IPF.

It's so great to have people with in depth knowledge about finance and consultancy assisting you in making the wise decisions for your personal finances. My advisor Nishtha really did outshine my expectations with the company. She not only helped me in choosing the best available option for saving plans, but also have suggestions to have a more secured and stable future with Pension plans.

Really happy with the advice and service I have received over the last few years

I needed good advice and I got it from Rebecca. So happy to have used them.

Shane was very informative and explained everything clearly, constant support available when needed.

I was recommended IPF by a friend and was delighted with how easy it was to arrange a consultation. I filled the online contact form and was called that evening. I dealt with Allyson and she was so friendly and patient and explained everything in great detail. She made everything so easy. Will definitely try and deal directly with Allyson again in the future and would highly recommend her.

Hi, I had dealt with Casey and she gave us a full review with good recommendations. She has since followed up and supported us very well. We are most grateful.

Ray Lacey

Absolutely horrified with recent dealing regarding my AVCs. Had been advised that allocation rate would be 67% for first year of my account. However, had not been advised on my review that any subsequent increases would also be set at 67% allocation moving forward. Couldn't understand why I had been charged such a high premium on my annual statement. Looked back and 67% allocation for subsequent increases was noted in very small print. This was not mentioned during lengthy review call. Really really disappointed. Moved to Cornmarket instead with a more favourable rate for Public Sector worker (IPF may have lower AMC charge but this is not favourable when accounting for allocation rate and 67% rate in first year on increases).

Nishtha was excellent at breaking everything down and explaining things to me in a way I could understand. (I'm not very good with financial planning) She was clear and concise, answered all my questions and I came away with a clearer picture of what additional savings I needed to be making for retirement.