Guardian Wealth
Newtown Road, Wexford, County Wexford, Ireland
About Guardian Wealth
Welcome to Guardian Wealth, a trusted financial institution located in Wexford, Ireland. At Guardian Wealth, we specialize in wealth management and financial planning, offering a wide range of services to help you secure your financial future.
Our team of experienced professionals is dedicated to providing clear and actionable solutions tailored to your individual needs. Whether you are looking for assistance with tax and inheritance planning, pension performance, or business ownership, we have the expertise to guide you towards your goals.
We understand that making decisions about your financial future can be overwhelming, which is why we strive to take the mystery out of financial planning. Our team will work closely with you to provide expert advice and help you understand the best strategies to achieve your personal and professional goals.
One area of particular focus for us is retirement planning. As a business owner or professional, it is crucial to ensure that you are financially secure for life. Our team can provide expert retirement and pension planning advice, helping you formulate a financial plan that aligns with your objectives.
If you have accumulated multiple pensions over your working life, we can also assist you in transferring them to a new pension structure. We understand that there are various reasons why individuals may choose to do this, and we will guide you through the process to ensure a smooth transition.
When it comes to investments, we conduct a thorough examination of your objectives and carefully analyze thousands of funds from leading fund managers. Our goal is to ensure that you don't miss out on any opportunities and that your investments align with your long-term financial goals.
Don't let the complexities of personal financial planning overwhelm you. We know that business owners and professionals often prioritize their businesses, leaving little time to understand their own financial futures. That's where Guardian Wealth comes in. Our team, led by Michael, can show you what you need to do now to achieve financial independence in the future. We offer annual progress reviews to ensure that your plan remains on track.
Guardian Wealth Ltd is regulated by the Central Bank of Ireland, giving you peace of mind that you are working with a trusted and reputable institution. For more information about our fees, commission schedule, or to schedule a consultation, please visit our offices at Oak Lodge, Newtown Road, Wexford, Ireland.
Thank you for considering Guardian Wealth as your partner in securing your financial future. We look forward to helping you navigate the complexities of financial planning and achieve your personal and professional goals.
Photos of Guardian Wealth
Oak Lodge, Newtown Rd, Carricklawn, Wexford, Y35 P7E2, Ireland
Opening hours of Guardian Wealth
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Guardian Wealth
"Thanks to all in Guardian Wealth for the recent tax and financial planning advice. Very professional and you made it easy to understand."
"They explained pensions and life insurance in a very simple and easy to understand manner. Definitely recommend these guys."
"I have been working with Jim Doyle in Guardian Wealth since 2013 and his advice has ensured that I am getting the best performance on my pensions. I have an annual review with Jim and can contact him anytime during the year for advice. This is important to me. I highly recommend Jim."
"Fast, friendly, professional service. Guardian Wealth have been handling my pensions and investments for many years and I can thoroughly recommend them. Well done!"
"Excellent service. I am very happy with the advice I received from Guardian Wealth."
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