Irish Pensions and Finance Reviews 493

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. Shannon also helped us secure mortgage protection then. Everything has gone smoothly, with good communication and quick answers from everyone at IPF. Highly recommend!

I dealt with Aaron and found him very professional. He gave me good advice about my pension. His information was detailed and made it easy to understand .
He is available and returns my calls promptly

I’ve been dealing with Michelle Farrelly for a few years now she is brilliant gives comprehensive advise and most importantly listens to your concerns and answers your questions

I had a couple of pension review meetings with Katie Doyle who is extremely helpful and professional. Katie provided me with good, honest, clear to understand information and advice regarding my Pension and AVCs, I find her to be very friendly, easy to deal with and extremely helpful, overall really really positive.

I have been dealing with Tom Corcoran and I can honestly say that I cannot fault his professionalism, attention to detail, knowledge and overall assistance. I have recommended his services and IPF to friends and colleagues and will continue to do so.
Regards,
Josephine Rigney

I had my annual IPF pension review with Tom Corcoran as always he is a wealth of clear honest information.He goes over & above to help & advise and is always happy to answer any questions/ follow up if annual pension review necessary.

I was a customer of IPF.

They over charged me by applying incorrect charge rates to my pension.

I paid very large amounts to set up my pension, but to me there was a serious breakdown in controls. As a result, I have absolutely lost all confidence in their ability or reliability. I have had to leave them as a customer, despite making a large up front investment. I would highly discourage anyone from using them as a broker, they have proven to be incapable of managing my money.

I had a very informative chat with Louise from Irish Pensions. She broke down everything into manageable nuggets of information and was prompt and professional with my questions and queries as well as beimg flexible with our scheduled meetings.

Gia Christie is a brilliant Financial Advisor.
I will highly recommend her to assist anyone to explain and make you understand your personal financial needs.
She gave me feedback as well as went the extra mile to set up my next of kin for incase of my passing.

I had a great review with Mark Coleman, he was very helpful clearly explaining everything and followed up when he said he would. Cannot recommend Mark and Irish Pensions and Finance enough.

Shane was extremely helpful with the consultation to adjust my contributions to match my retirement plan.

Fantastic service

I had Jack Stevens as my advisor lately who was really great in supporting me in understanding the purpose and possibilities of AVC. Jack understood my goals financially and personally, and helped identify how to best attain those through my finances not just short term but over a long term. I have recommended Jack to lots of my colleagues who have all said he was great help.

A huge thanks to Andrew and all at Irish pensions and finance.

He took the time to explain everything in detail and answered all my questions and concerns. I am delighted with my experience and trust Irish Pensions and Finance to do a good job!

Wonderful to have everything made clear and concise, also the convenience of the use of technology to make it easier to make appointments and work around family and work commitments, it’s been a pleasure doing business

I was doing my annual review and received my reminder in time so the contact and agreement was made and updated quickly. All documentation was completed and updated easily. I was given my information on the updated amount and notified this was being processed etc.

Informative, engaging and professional - Casey Jackson-Myers was very good. She explained all in a clear and understandable way and was very nice to deal with. Took all of my questions and provided relevant answers. Was pleased with the experience.

It was great to have a financial consultation from Wendy Thomson. She`s an amazing advisor and helped me make important financial decisions and start my pension plan.

Michelle Farrelly was a fantastic help from the very start of showing my interest in commencing AVCs. Her emails were informative and efficient. The team meeting I had with Michelle was detailed and she could not have done enough to ensure I understood the AVC Plan I was signing up to thoroughly. Michelle agreed to email me everything discussed, which was an added bonus to have the notes and information discussed. We also agreed to link in again to ensure the plan is working for me. Michelle was amazing to deal with and I look forward to her helping me further in the future.

After the workplace demonstration I signed up for a consultation but was not contacted. I had to get contact details from a work colleague and contact James directly. When I did James was very helpful in organizing a meeting very quickly which was much a appreciated. There were a few errors in the projections (incorrect numbers of years of service and the fact that if you work past 65 you cannot continue to accrue years). Nevertheless, the information provided on AVCs was good and overall I was happy with the consultation