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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.
One-to-one sessions with a qualified advisor for every employee who wants one, for as long as they need. Pensions, protection, mortgages, savings and retirement, in plain English.
How many staff, what benefits you offer today and what you want them to get from advice. A senior advisor is in touch with a proposal.
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.
Staff ask HR about pensions, tax relief and mortgages because they have nobody else to ask. Advice on demand gives them a qualified advisor instead: one person who looks at their whole position and tells them what to do next.
Sessions are private and run by video or in person. The advisor works from the employee's own numbers: their pay, their pension, their mortgage, their family. If something needs setting up, such as an AVC or cover for a new mortgage, the same advisor does it and compares every main Irish provider.
Each employee gets a link to book a session online at a time that suits them, during or outside working hours. No forms through HR and no queue. The first session sets out where they stand. After that, they come back whenever something changes: a new baby, a house move, a promotion, a pension statement they do not understand.
What an employee tells their advisor stays between them. If you want a report on take-up, you get overall figures, never personal details.
A pension or a health plan only works as a benefit if staff understand it. Advice turns a line on the payslip into something people talk about. Staff who know what their pension will pay are more likely to stay in it, add to it and value the employer who provides it.
It also takes money questions off HR's desk. The advisor handles questions on auto-enrolment, pension statements and retirement options, so your team does not have to.
| Question | The facts the advisor works from |
|---|---|
| How much can I put into my pension with tax relief? | Revenue's age limits of 15% to 40% of earnings, on earnings up to €115,000 |
| How much tax-free cash will I get at retirement? | The first €200,000 of retirement lump sums is tax free |
| What does auto-enrolment mean for me? | 1.5% from the employee and employer now, rising to 6% by year ten |
| How much can I borrow for a home? | Central Bank limits of 4 times gross income for first-time buyers and 3.5 times for others |
| Is my old pension in the right place? | Charges, funds and options, checked against the market |
Headcount, locations and the benefits you offer today.
Video, on-site days or both, and how staff hear about it.
A short briefing or email for staff, with the booking link.
One-to-one sessions with a senior financial advisor, at times that suit them.
Any recommendation is set out in writing, with every main Irish provider compared.
Take-up and topics, reported without personal details.
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.
Pensions and AVCs, old pensions from previous jobs, protection, mortgages, savings and investing, planning for children, and retirement options. If a question is outside that, the advisor tells the employee where to go.
Yes. What an employee discusses with their advisor stays between them. The employer can receive overall take-up figures, never personal details.
Every employee you include, at every level. Staff can bring a partner to sessions about a mortgage or retirement.
Online, through a booking link we give you to share. They pick a time that suits them, by video or in person.
Yes. True Wealth is a trading name of True Financial Ltd, regulated by the Central Bank of Ireland. Every recommendation is given in writing.
No. Advice on demand works alongside any pension or health plan you already have, wherever it is held.
Sources checked 7 October 2026.
Two minutes on the form. A senior advisor is in touch with a proposal for your team.