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
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Company details
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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
Suites 3 & 4 Gowna Plaza, Bracetown Business Park, D15 XW31, Clonee, Ireland
- 01 8298500
- info@ipf.ie
- ipf.ie
Replied to 50% of negative reviews
Typically replies within 48 hours
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I recently engaged with Charlotte Maher…
I recently engaged with Charlotte Maher re set up of AVC's, very straight forward process. Charlotte was extremely informative and not at all pushy
Very Helpful
Yasmin made starting my AVC so easy. All questions were answered and I am confident moving forward.
Very good at explaining about your…
Very good at explaining about your investments and pensions and easily contacted if you have any questions
John
Very Professional & Knowledgeable
Have been dealing with IPF for a number of years now...started first when my wife was about to retire...we spoke with Michelle F. who got my wife's fiances and AVC sorted....was so impressed with her knowledgeable of pensions and AVCs and how she explained it I made my own consultation with Michelle and got my pension and AVC set up....she keeps in regular contact to make sure my needs are met..very professional
Exceptional advice offered
Exceptional advice offered. very clear and sound advice. made a complicated issue easy and that worked well for me
Highly recommend IPF for all pension-related services
Julian took the time to clearly explain everything to me, and was patient in answering any questions I had. The follow-on from the meeting was very clear and productive.
AVC advice
Very helpful in advising & help to set up AVC
Detailed explanations and always ready to answer any questions
Straightforward advice and great support
Sophie Murphy was extremely helpful when I went through the process of setting up an AVC and income protection. She made everything really straightforward and it really gave me peace of mind knowing that I was putting plans in place to prepare for the future.
I can say I had a very negative…
I can say I had a very negative experience trying to get a mortgage with the help of IPF. They insisted PTSB was our best option even when our own research suggested otherwise. When I suggested we try applying for a green mortgage with BOI, as we qualified and this seemed the best option, these messages were ignored and they continued to push PTSB. Eventually we just applied ourselves and it was all problem free. Our time working with IPF was a complete waste of time and we were left feeling these people were not interested in doing what was best for us.
IPF very professional and helpful
I recently set up AVC payments to boost my pension and the entire process was pain free as Sam O'Mahony explained everything in detail and answered all questions that I had. He was efficient and very knowledgeable and all paperwork was completed with a very quick turnaround. It's very reassuring to know that IPF are at the end of the phone should I have any further queries, at any stage. Overall very satisfied.
I have been guided professionally…
I have been guided professionally having taken out a top up pension plan 6 years before retirement. My financial adviser is John Kennedy, a gentleman, so professional and always there for me. Very happy with the service.
Always helpful
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…
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…
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
Honest, Helpful Professional Advice.
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…
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
Annual pension review
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.
Over charging
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.
Pension
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.
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