Pick the one closest to you and we show the services that fit.
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.
Staff benefits, director planning and company money, set up and run by your own senior advisor. Every main Irish provider compared, every figure in euro before you decide.
Most companies come to us with one question. A staff pension before auto-enrolment costs rise. Cover for a director the business cannot lose. Cash in the company earning next to nothing. We answer that question first, then look at the rest, because each piece affects the others.
Every company is paired with a senior financial advisor who knows the business, compares every main Irish provider and puts the numbers in euro before you commit to anything.
Director planning, staff benefits and company money, for business owners, directors and employers across Ireland.
Two minutes. Tell us what the company needs and a senior advisor is in touch with options from every main Irish provider.
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.
Pick the conversation you need and a time that suits you. A senior advisor looks at your situation before you talk.
PersonalFor you and your family: protection, savings, pensions and a plan that ties them together.
BusinessFor owners, directors and employers: you, the company and your staff, planned together.
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.
Company pensions for staff through a group PRSA or a master trust, death in service cover, group income protection and group health insurance. For owners: director pensions, wealth extraction, business protection, executive income protection and company investments. We also run financial advice and education for staff, and review existing benefit packages.
Yes. A group PRSA can be set up for one employee, and we work with small owner-managed businesses and larger employers alike. The planning works the same way for a two-person company as for a large one.
Yes. True Wealth is a trading name of True Financial Ltd, which is regulated by the Central Bank of Ireland. We are a member of Brokers Ireland.
Every main Irish provider for the product in question. For pensions and protection that includes Irish Life, Zurich, Aviva, New Ireland, Standard Life and Royal London Ireland. For health insurance it includes Vhi, Laya Healthcare and Irish Life Health.
Yes, and we prefer to. Your accountant looks after the company's tax and accounts. We look after where the money goes next: pensions, cover, investments and the exit. Where a plan needs specialist tax advice, we bring it in.
No. Most companies start with one thing, often the staff pension or cover for a director, and add the rest over time. The same advisor keeps the whole picture so each new piece fits the last.
Fill in the form on this page or book a business call at a time that suits you. Freephone 1800 808 808 if you would rather talk it through first.
Two minutes on the form and a senior advisor is in touch with your options.