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Pension Services

Our Wealth Management and Pension services are offered by BDO Simpson Xavier Private Wealth Management Limited which is authorised by the Central Bank of Ireland under the European Communities (Markets in Financial Instruments) Regulations 2007 as an investment firm.

Our aim is to ensure that your financial planning meets with your needs for today and your hopes for tomorrow. By examining your current financial situation, we can ascertain whether or not your existing provisions are adequate and recommend appropriate action as required.

BDO Simpson Xavier Private Wealth Management Limited is a member of the following associations:

  • The Irish Association of Pension Funds
  • The Life Insurance Association, and
  • The Irish Brokers Association.

Our services include:

  • Personal Wealth Management
  • Self Administered Pension Schemes
  • Corporate Pensions
  • Investments
  • Investment Portfolio Services
  • Business & Personal Protection
  • Income Protection
  • Life and Health Cover
  • Business Protection .

For independent and impartial advice on managing your personal finances and wealth creation, contact a member of our Private Wealth Management team.