Back to Search
Normal

GUARDIAN WEALTH LIMITED

#399683 Private limited by shares

Company Details

Company Number 399683
Company Type Private limited by shares
Type Code 1119
Status Normal

Important Dates

Registration Date 24 March 2005
Last Annual Return 28 August 2025
Last Accounts Filed 31 December 2024

Registered Address

Oak Lodge

Newtown Road

Wexford, Ireland

Y35P72E

Contact Details

Phone Number 01 5267770
Email Address [email protected]

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.