GUARDIAN WEALTH LIMITED
Company Details
Important Dates
Registered Address
Oak Lodge
Newtown Road
Wexford, Ireland
Y35P72E
Contact Details
Company Website
Company Description
Guardian Wealth is a specialist financial advisory firm that has been helping Irish business owners, professionals and retirees build wealth and reduce tax since 2005. Drawing on more than two decades of experience, the team provides clear, concise and personalised advice on pensions, tax planning and cash-flow optimisation, giving clients the confidence to make informed decisions for themselves, their companies and their families.
Their service suite covers everything from cash extraction and corporation-tax strategies to fully-managed executive pension plans, PRSAs, Approved Retirement Funds and director pensions. Guardian Wealth also offers life, illness and key-man cover, investment guidance, and specialist solutions such as QROPS UK pension transfers, pension reviews and inheritance-tax planning. All advice is delivered under Central Bank of Ireland regulation, with a transparent fee structure and a simple, no-obligation process that aims to turn complex financial situations into real clarity.
The firm's senior advisors-Michael Coburn, Jim Doyle and a dedicated support team-combine professional qualifications with a hands-on, approachable style, ensuring each client receives a tailored plan that protects their business, secures their retirement and maximises tax-efficient growth.