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

Annual review

Alison was personable and lovely to deal with. She was very matter of fact about what was a realistic goal for me for future planning, and gave good advice about other considerations I should make due to my family circumstances. She was very open in discussing the fees associated with my AVC so it was more transparent. I'd happily recommend Alison as a financial planner!

12 November 2024
Unprompted review
Rated 5 out of 5 stars

Knowledgeable and Concise

Shane provided very clear and concise information and really made the review a very easy process. He was very knowledgeable and tailored my review to suit my specific needs.

1 November 2024
Unprompted review
Rated 5 out of 5 stars

Excellent help with details about my…

Excellent help with details about my Pension and AVC's

The financial Advisor Eva Kane was an excellent help with giving me information regarding my Pension. She also explained what AVC's where and how they worked.
Would recommend this company.
Thanks

18 October 2024
Unprompted review
Rated 5 out of 5 stars

Above and Beyond Service

The service was great and explained everything to me in and was open to any question and re-explained to me again when wanted it. He was great and so patient. A great service

30 October 2024
Unprompted review
Rated 5 out of 5 stars

The Retirement Process

Lynette, was extremely helpful and professional in handling the draw down of an AVC, both in fulfilling the requirements for the IPF side but also with advice regarding the employers side too. She has always been a pleasure to deal with.

30 August 2024
Unprompted review
Rated 5 out of 5 stars

Great Company

I only moved to this company at the start of this year under the care of Michelle. Who has been so professional & helpful, with setting up my Pension AVC's & switching my Life Insurance from one company to another. My original Insurance company made matters very difficult & long drawn out affair
Michelle handled this extremely well & kept me informed during the entire process.

21 October 2024
Unprompted review
Rated 5 out of 5 stars

Have been with this company for quite a…

Have been with this company for quite a few years now. All the staff I have dealt with are competent, patient, knowledgeable and extremely helpful. The service provided is excellent and efficient. Would definitely recommend.

11 September 2024
Unprompted review
Rated 5 out of 5 stars

Jack Monaghan did my pension review…

Jack Monaghan did my pension review today, and was very clear and made a complicated subject very accessible. He made a straightforward financial plan with me and was patient in dealing with my copious questions!
I would definitely recommend Jack for pension advice. He's courteous and understanding, and has a good grasp of where you're situated in your pension planning.

25 September 2024
Unprompted review
Rated 5 out of 5 stars

Hassle Free

From start to finish our Mortgage application was hassle free. Ross was on hand with any query. We feared this process so much but it was made clear and easy with the help and guidance of Ross and the Team in IPF

9 September 2024
Unprompted review
Rated 5 out of 5 stars

IPF offer a truly wonderful experience

IPF offer a truly wonderful experience, you are made feel very comfortable asking any questions regaurding your investements and they listen to what you have to say, while they dont tell you what to do they do offer so much information that you find it easy to make the right decsion.

30 August 2024
Unprompted review

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