A Comfortable Retirement Starts with Planning Ahead
If you want a comfortable retirement, including the freedom to enjoy nights out, holidays, and the lifestyle you are used to, a private pension can help supplement your State Pension.
You can survive on a State Pension, but it may not provide the level of comfort and lifestyle most people would like in retirement.
We are a family-run brokerage that believes financial advice should be personal, honest and easy to understand.
We take time to explain all of your options, so you can make informed decisions at your own pace.
We take time to explain all of your options, so you can make informed decisions at your own pace.
How Can We Help?
I Have a Pension and Would Like to Review It
We help you understand your current pensions, review performance and charges, and see whether your plans still align with your retirement goals.
I Do Not Have a Private Pension in Place
Whether you are employed, self-employed, or a business owner, we can help you understand your pension options and choose a savings plan that works comfortably within your budget.
What a Pension Review Entails
You provide us with the information we need, and we take care of the rest — reviewing your pensions, comparing options, and helping you understand what may work best for your future.
Provide Authority
Signing a simple letter of authority by email gives us access to your pension information.
We contact your pension providers, gather the information, and compile everything for you.
Clear & Easy-to-Follow Advice
We present your pension information in a clear, straightforward format that is easy to understand, with no jargon and no pressure.
Why a Pension Review Makes Sense
Pensions remain one of the most tax-efficient long-term investment options available in Ireland, helping you build towards retirement while potentially benefiting from valuable tax relief.
You will have an estimate of what your retirement pot could look like when you finish working — and what that may mean for your future income.
You will gain a better understanding of your pension charges and the funds you are invested in.
It does not cost anything to review your pension arrangements.
A Personal, Straightforward Approach
As a family-run brokerage, we take the time to properly understand your situation and explain your options clearly.
Our advice is tailored, transparent, and focused on helping you make informed decisions with confidence — not selling products.
Ready to Review Your Pension?
Take the first step towards clarity and confidence in your retirement planning.
A family-run financial advisory firm providing clear, practical advice on pensions, savings, investments and protection. We help individuals, families and businesses make confident financial decisions, now and for the future.
Gogarty Financial Limited is regulated by the Central Bank of Ireland as an insurance intermediary registered under the European Union (Insurance Distribution) Regulations 2018; and as an insurance and investment intermediary authorised under the Investment Intermediaries Act, 1995. Copies of our regulatory authorisations are available on request. The Central Bank of Ireland holds registers of regulated firms. You may contact the Central Bank of Ireland on 0818 681 681 or alternatively visit their website at www.centralbank.ie to verify our credentials.
Authorised by the Central Bank of Ireland (Ref:C112044)
