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
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Company details
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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
Suites 3 & 4 Gowna Plaza, Bracetown Business Park, D15 XW31, Clonee, Ireland
- 01 8298500
- info@ipf.ie
- ipf.ie
Replied to 50% of negative reviews
Typically replies within 48 hours
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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!
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.
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
Sarah was very knowledgeable on the…
Sarah was very knowledgeable on the subject, but able to explain the process in clear and simple language. Kept appointments when agreed and followed through on promises.
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
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.
IPF annual review
Michelle was very professional and listened and responded to all my queries.
She was very clear with her advice and a pleasure to deal with.
Highly recommend - Ross (IPF)
Ross from IPF was great to work with, provided us all information needed and walked with us in our journey to buy new house. Highly recommended.
There was a recap / review of my…
There was a recap / review of my position and and adjustment made to maximise my contributions.
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.
Gave me all the information I needed to…
Gave me all the information I needed to make an informed decision. No pressure and answered all questions. Thank you
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.
I had my review recently and Cian…
I had my review recently and Cian did it with me Cian could not have been more helpful he went into every detail ensured I understood and was so very helpful Couldn't recommend this company enough
My name is Shagool Rasheed ,I contacted ipf via phone call then I…
I contacted ipf via phone call then I got appointment to discuss and review of my plan it goes very smoothly and in detail I am very happy with my plan now
I appreciated the level of information…
I appreciated the level of information given on the various options and aspects of pension planning
It was really explained well by Dylan…
It was really explained well by Dylan everything I needed to know was thoroughly explained by him. Thanks Dylan
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.
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
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.
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