Tel: +353 (0)1 272 4130

Retirement Planning

People today are living longer than ever, with retirement now a considerable portion of our lives. This is an expensive time, as it is likely that your income will have stopped or considerably reduced. Most of us need to plan carefully for this phase of our life, because you want to be able to live the life you want in retirement, without having to worry about running out of money. It’s our job to show you how to achieve this.

However, in OpesFidelio Ireland, retirement planning is about a lot more than simply building up the biggest possible pot of money for the future. We want to help you to live a rich and fulfilled life, rather than dying with lots of money that you never got the chance to enjoy. We start with questions like,

  • What does your chosen life in retirement look like, and how much will it cost?
  • Can you afford to stop working now… today?
  • Are you in the right pension structure to achieve your goals?
  • Are you clear about your financial strategy after your retirement date?

We know state support for pensioners is dwindling and that you need to take control of your retirement planning yourself. We help you to take control through careful planning and finding the right pension product structures to achieve your goals. The structures that we recommend will also attract generous tax savings to help you accumulate funds as efficiently as possible,

  • Tax relief on the contributions that you make
  • Your pension fund growing free of tax
  • Taking a portion of your pension fund out tax-free at retirement.

The tax benefits are great. Equally though we need to identify the right level of contributions, the right structure and the right funds for you.

If you would like to find out more about how we help our clients to achieve their retirement objectives, please give us a call.

 

The Financial Conduct Authority does not regulate Tax Advice, Qualifying Recognised Overseas Pension Scheme, Estate Planning.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

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CONTACT INFO

OpesFidelio Ireland Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland

Tel: +353 (0)1 272 4130
Email: adminireland@opesfidelio.ie

We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.

This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.

 

Directions:

The is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.

OpesFidelio (Ireland) Ltd. - Company Number 158916 - VAT Number 6556916J

OpesFidelio Ireland Ltd. is an Appointed Representative of Aisa Financial Planning Ltd., which is authorised and regulated by the Financial Conduct Authority and registered as a branch with the Central Bank of Ireland (CBI).
The guidance and/or advice contained in this website is subject to UK & Irish regulatory regime.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk (UK) / www.financialombudsman.ie (Ireland).

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