Choose MyWealthManagement

We met Stephen O’Driscoll in MyWealthManagement to set up a pension scheme for our management team ahead of auto-enrolment coming into force and we had a great experience. No jargon, simple English and he explained our options very well. I would recommend any business owners who are unsure of their options to get in touch if you want honest, straightforward advice.

I met Stephen O’Driscoll to complete a financial planning consultation in 2023. I had several different pension arrangements with a few different providers. Stephen walked me through the options for my old pensions and helped draw down my tax free lump sum as soon as I passed my 60th birthday. He helped reduce my annual management charges and get access to funds with a suitable risk level for me and my goals. I was happy with the service and would recommend Stephen and MyWealthManagement to anyone approaching retirement to do an independent review of their pensions.

Myself and my husband met Stephen O’Driscoll in 2023 to do a full financial planning consultation. After doing a full financial review Stephen was able to advise us on the best options for some property we owned and identified that my old occupational pension scheme charges and performance were not where they should be. Stephen highlighted the different options for my existing scheme, he helped me to find a new more suitable provider at great charges and told me that in this new arrangement I can access my pension money from age 50 if I wanted to. Stephen also set us up with a regular monthly savings plan to fund for the future in an account that will help my funds work harder for me and hopefully earn a great return over time. I would happily recommend Stephen and the team in the South Mall to anyone looking to review their finances.

I met Stephen in the MyWealthManagement office on the South Mall in Cork in July 2023 to review my old pension schemes. He did a full review of fund choice, performance and scheme charges. By doing a review of all the providers on the market Stephen was able to find me an option which had better performance over time and significantly lower charges than my previous supplier. Stephen was also able to assist me with the setup of a regular monthly savings plan to save for the future and for children’s future education costs. I would be happy to recommend MyWealthManagement to a friend or colleague who wants financial planning or Wealth Management advice.

Having left my old employment in 2023 I was unsure of what my options for my occupational pension scheme were and was concerned about leaving it in the hands of my previous employer. Stephen O’Driscoll, one of the Wealth Managers, was able to explain to me the different options in a simple way and was able to place my funds in a scheme where I could take a large lump sum tax free from the age of 50. He also set up a regular monthly savings plan for me that will help me earn a return over time better than what I could get in the banks in order to protect my funds from inflation. I have recommended Stephen and MyWealthManagement to a few friends and family members as its well worth doing

Stephen O’Driscoll guided me through the options for my old occupational pension scheme, helped me to identify suitable funds for my risk profile and investment objectives and also enabled me to avail of access to my pension pot from as early as age 50! In addition Stephen assisted me with the setup of a regular monthly savings plan that helps add structure to my finances and helps my funds keep pace with inflation by targeting a modest return over time. I would be happy to recommend Stephen and MyWealthManagement to anyone looking for professional and trustworthy financial planning advice.

A sincere thank you to Sinead, Siobhan and Joey. You have all made this process so easy for us. Thanks to you and the team, we will be moving in to our new home a lot sooner than we ever thought. You all took all the stress out of the process, keeping us informed every step of the way. It was evident from the very beginning that the team at MyLifeCover.ie was working with our best interests in mind, and delivered exceptional service from start to finish. I honestly do not think we would be at this stage without the help you have all given us along the way. It’s greatly appreciated

Unhappy with the premium I was paying on my life policies, I had read about people switching their policies to a new provider and making significant savings, so I made enquiries at MyLifeCover.ie and was so impressed with the team who answered all my questions. I now have a much lower premium rate and the whole process was so organised and efficient. The team are highly skilled at determining the client’s position and makes the appropriate recommendations.

Joey and the team were very helpful throughout the process for our life policy.   We felt very comfortable with the decisions made and knew from the first conversation that we were in safe hand this time round. We have recommended MyLifeCover.ie to numerous colleagues & friends.