Is your pension with a previous employer?
You control your pension and not your ex-employer
You could access this pension from age 50
We also can help with pensions left in the UK
You have moved on, but has your pension?
Busy professionals across Ireland are changing jobs but often leave their pension behind.
We specialise in helping our clients take back control of their pension savings from their ex-employers.
5 Steps to Securing Your Own Pension
It all begins with a quick chat with no obligation
Step 1 - Track down your old pensions
We help you find and trace your old pensions. We liaise with all the major pension companies. You may have pensions you might not even know about!
Step 2 - Present options
We clearly spell out what your options are for your old pensions and advise on which route is most suitable.
Step 3 - Choose pension strategy
Our expertise helps you choose the right investment and strategy. We will send you our risk assessment tool and a brief form to help us guide you to a suitable pension strategy.
Step 4 - Formal advice
Just before we submit the paperwork with your new pension, we spell out in plain English why this is a suitable option for you and the associated costs and fees. Nothing is set in stone until you are comfortable with everything and sign off on this advice.
Step 5 - New Pension Setup
We setup your new pension that you can access from age 50. We will then check in with you annually to ensure that the pension strategy is still suitable and appropriate
We have strong working relationships with Ireland’s leading pension providers.
60 Seconds to see if you can save and download our guide
Our 30 second assessment will let you know if you are in a position to take control of your own pension. You may be able to access your money from your pension from aged 50. Download our simple guide for more information!
Your Personal Pension Adviser
Will is your personal pension adviser to help you through the process.
Will has been in the investment industry for 15 years and manages wealth on behalf of executives, directors, company owners, retirees and charities. Will was an Associate Director with Quilter Cheviot (Formerly Morgan Stanley Quilter) and previously a Senior Stockbroker with Cantor Fitzgerald. Will started his career at Davy.
Will finished first in his year in University College Dublin Economics, completing a Masters in Economics on scholarship at Trinity College Dublin and a scholarship to complete a Masters in Finance at Cambridge University. Will is a Qualified Financial Adviser and has a certificate in Aviation Leasing from the Law Society of Ireland. Will also contributes regularly to the Sunday Independent and has presented at the ValueX conference in Davos, Switzerland.
Will is also the Managing Director of SparksWealth.
Take Back Control of your pension today
A word from our clients
“I neglected my pension over the years so I was delighted when Will and his team approached me. They consolidated all my pensions with multiple employers and aligned it with my future goals. Communication was key, and they gave me great peace of mind.”
Cathal McNamara, Director – SMEaccounting.ie