Irish Pensions and Finance Reviews 485

TrustScore 5 out of 5

4.8

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and ability to clearly explain complex financial topics, making the process easy to understand. Many highlight the excellent customer service, noting that advisors are patient, accommodating, and provide tailored advice, leading to a smooth and positive user experience. However, some people were dissatisfied with their mortgage application experience, feeling that their preferences were not adequately considered and that the service did not fully align with their expectations, leading to a perceived waste of time.

What people talk about most

Staff

People report positive experiences with staff, consistently praising their professionalism, knowledge, and... See more

Service

Consumers find service to be positive, with many reviewers highlighting the helpfulness and professionalism... See more

Customer service

Reviewers highlight positive aspects of customer service, praising the helpfulness, clarity, and patience of... See more

User experience

Customers consistently note positive experiences with user experience. Reviewers found the process clear,... See more

Based on these reviews

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

Nicole was very helpful and made everything very straight forward. She also reminded me to claim tax back on my income protection payments for last year, which I had forgotten to do! It was very rea... See more

Rated 5 out of 5 stars

When I met one-on-one with Yasmin, she made my pension clear to me for the first time ever! She clearly explained how the AVC works, and the benefits, without being pushy. I then had some follow up co... See more


Company details

  1. Financial Planner
  2. Finance Broker
  3. Financial Consultant
  4. Pension Office

Written by the company

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

4.8

Excellent

TrustScore 5 out of 5

485 reviews

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Replied to 50% of negative reviews

Typically replies within 48 hours

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Rated 5 out of 5 stars

Lynette was great

Lynette was so helpful and made my experience seemless. She explained everything to me so clearly that I understood what I had to do and what would happen with my investment.
I feel lucky that she answered my call when I was inquiring about previous advisor

September 18, 2025
Unprompted review
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Rated 5 out of 5 stars

Thank you for the time.

My experience felt very personal from beginning to end, my advisor brought me through the steps at my own pace.
With sound advice that was tailored to my personal needs and my own stage of life, I cannot recommend the level of professionalism and personal commitment to my life and family commitments, Thank you so much for your ongoing support.

Kind Regards Tj Coughlan

October 17, 2025
Unprompted review
Rated 4 out of 5 stars

have had the pleasure to speak with Julian Maga

have had the pleasure to speak with Julian Moga about my chosen policy available to me. I say talk because it felt like he had me and my best interests simplifed broke down the choosen poilcy he looked for the best quotes he could. Julian was honest about any questions I had which really helped me put me at ease some decisions, I have no hesitation in giving ipf a full 4 marks, honest , to the point and most of all Julian listened to what I wanted and delivered .
Great work Julian top man would highly recommend movng forward
and
Thank you..

September 30, 2025
Unprompted review
Rated 5 out of 5 stars

Saving Plan

Yasmin took the time to clearly explain everything to me, and was patient in answering any questions I had. Excellent Service and Advice.

September 29, 2025
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Rated 5 out of 5 stars

Killian was fantastic to deal with - highly recommended

Killian was fantastic to explain everything to me in a way that I actually understood. He listened to and answered any and all questions I asked and took the time to clarify and explain as needed. He followed up with a comprehensive breakdown of our discussion which was so helpful to allow me to return to. I couldn't recommend him highly enough.

October 10, 2025
Unprompted review
Rated 5 out of 5 stars

Excellent service

I have received excellent service and advice from both Shannon and Angel. They made everything so clear and simple and were brilliant to deal with. I highly recommend.

October 6, 2025
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Rated 5 out of 5 stars

Had consultation with Jack Stevens

Had consultation with Jack Stevens
Very professional and guided me through Pension Options. Have dealt with Jack on numerous occasions and felt he has my best interests in mind. Exceptional Service.

August 22, 2025
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Rated 5 out of 5 stars

Would Recommend to Colleagues & Friends

Financial advisor Rob McCormack was informative & patient around any queries I had in relation to AVCs, given I had little knowledge around them. Most accommodating then when changes needed to be made. I would recommend and have recommended IPF highly to colleagues and friends.

August 28, 2025
Unprompted review
Rated 5 out of 5 stars

Financial planning

Tom provided clear and concise information ! The call was very efficient and I found the process excellent.

September 2, 2025
Unprompted review

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