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Everything below is set up for you by your own senior advisor.
Or Freephone 1800 808 808 and a senior advisor takes it from there.
Pensions, investments, protection and inheritance, reviewed together every year by your own senior advisor. Every main Irish provider compared, and your cash flow modelled year by year to age 100.
Two minutes online. Tell us what you have and what you want it to do, and a senior advisor is in touch with a first view of your plan.
Tax relief, contribution limits and the right plan differ between the three.
Stored securely, never sold. Used only to come back to you about your request.
A confirmation email is on its way to you, and a senior financial advisor is reviewing what you sent and will be in touch. Want to get ahead in the diary? Book your discovery call, or Freephone 1800 808 808.
Most people with money to manage hold it in pieces: a pension from an old job, a company scheme, savings on deposit, an investment bond, life cover from the mortgage. Each was set up on a different day, and nobody looks at them together.
Wealth management puts them in one plan with your own senior advisor. We compare every main Irish provider for each part, set up what the plan needs and review the whole picture every year.
Practical ways to secure and grow what you have built, whether you are starting out or reviewing a plan you already have.
We start with your goals: when you want to stop working, the income you want, the help you want to give your family. Then we map your income, spending, pensions, savings, investments and cover on one timeline to age 100.
The plan is stress tested against thousands of possible market outcomes, so you see the likely result and the poor one before you commit. You can view it on your computer or in the app on iOS and Android.
Your life changes, the tax rules change and markets move. The Central Bank encourages anyone with a long-term investment to have it reviewed regularly. We review your plan every year, and sooner when something big happens.
At the review your advisor updates the plan with your real figures, checks every pension and investment against the market and sets out the next twelve months.
What you have, what you owe and what you want. Two minutes on the form.
Pensions, investments, cover and income, with your permission.
Year by year to age 100, stress tested, with each option in euro.
Every figure explained in plain English, with time for every question.
Each product compared across the main Irish providers, with the paperwork handled.
And sooner when your life changes.
We (Richie and Nickey) received excellent pension advice that was clear, honest, and tailored to my situation. Everything was explained in a way we could easily understand, and we felt confident making decisions about my future. Highly professional service and very reassuring throughout the process.
They made setting up a company pension on a deadline extremely easy and stress free. You can tell they understand the products inside out. Very approachable, great availability for support with instant and clear answers.
True Wealth was super efficient in locating my UK pension. They were very professional and responsive in dealing with the relevant pension organization. I would highly recommend True Wealth.
Thank you for the several calls to advise me. Great client attention! Eimear is fantastic! I had my pension sorted and a few insurances arranged. All the best.
Excellent service. Always there if I had any questions, would recommend without hesitation. A 5 star service. Thank you everyone.
Straight answers with the figures. If yours is not here, a senior advisor answers it in your review.
Planning and looking after everything you own as one plan: pensions, investments, protection and inheritance. One senior advisor builds the plan, sets up what it needs and reviews it every year.
There is no fixed minimum. It suits people whose pensions, savings or business mean the decisions are large enough to plan with care. Tell us your situation on the form and your advisor says whether it fits.
We compare every main Irish provider for each product, including Irish Life, Zurich, Aviva, New Ireland, Standard Life and Royal London Ireland. We recommend what suits your plan, not one company's range.
Yes. True Wealth is a trading name of True Financial Ltd, regulated by the Central Bank of Ireland. Every pension, investment and policy we arrange is a regulated product from a regulated Irish provider.
We advise on the tax treatment of the pensions, investments and cover we arrange. Where your plan needs wider tax advice, we work with your accountant and our tax partners, Brown & Lombard.
Yes. You can view it on your computer or in the app on iOS and Android, with every goal marked on your timeline.
Once a year in full, and whenever something changes: a new job, a sale, an inheritance or a new arrival in the family.
Checked 8 October 2026.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: Past performance is not a reliable guide to future performance.
Two minutes on the form. A senior advisor is in touch with a first view of your plan.