Pensions

Savings & Investments

Protection

Financial Review

Choose MyWealthManagement

Choose MyWealthManagement for trusted financial guidance. Our experienced advisors, all QFA qualified, focus on Wealth Management, Retirement Planning and securing your long-term savings and investments. We go the extra mile to ensure comprehensive protection for you and your family. With us, expect a straightforward and secure path towards your financial goals. Our commitment is your financial confidence – making us the ideal choice as your trusted advisors.

Financial Advisory Expertise

Planning for your financial future is important, whether you’re starting out, making a step change in your career or preparing for life’s various stages, like planning for your children’s education or getting ready for retirement. At MyWealthManagement, we specialise in comprehensive wealth management and financial planning services to ensure you are prepared for all of life’s ups and downs. We begin by conducting a detailed fact-find to understand you and your family’s unique needs thoroughly. Our dedicated team then guides you through the various life, pension and investment options, and tailors a plan to your specific circumstances and goals.

 
Partnering with top Life Assurance and Investment providers, we prioritise your interests above all else. Our services include portfolio management, insurance protection, asset allocation & security selection, previous employment buyout bonds, PRSA’s & personal pensions, Executive schemes & Master Trusts, SSAPs and post retirement ARFs.
 
Following our initial meeting, we aim to provide a comprehensive report for your review which outlines in simple english the areas we feel you should focus on or that require attention. From personalised fact-finding to detailed reports and recommendations, we are committed to ensuring your financial well-being and peace of mind.

Choose MyWealthManagement for all your financial advisory needs

Did You Know…

1 in 3

Irish workers set to rely on State pension, with no other income plans for retirement

€400m

is the estimated value of unclaimed pension benefits in Ireland

€313m

is the estimated value of income tax overpayment to Revenue in 2022

Agencies We Work With

Aviva
Cantor Fitz
Davy
Friends First
Irish Life
ITC
New Ireland
NRFM
ptsb
Standard Life
Royal London
Zurich

What Our Clients Say

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With little to no knowledge of the options available for managing or maximising the potential of my old company pension schemes, Wealth Manager Stephen O’Driscoll walked me through my options, provided a generous amount of reading material to gain a better understanding, and discussed the pros and cons in detail. With his help we were able to identify suitable funds for my risk appetite, and for my long term financial planning objectives. By transferring my old schemes to a Personal Retirement Bond I now can avail of earlier access to my pension from age 50 instead of 65. Stephen also helped me in setting up a regular monthly savings plan to assist with my long term goals, and help my funds keep pace with inflation. I would be delighted to refer any friend or colleague to MyWealthManagement, or to anyone looking for financial planning advice or Wealth Management advice.
Eimear O'Neill
Revenue Deals - Google
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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.

Team Serve Limited
Event Management Cork
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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.

Kevin O'Neill
Accounting and Tax Advisor
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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.

Niamh Sammon
Operations Manager - Urban Green Private
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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.

Pat Fitzpatrick
Author and Comedian
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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

Karen Lehane
R&D Technician - Pepsi
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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.

Ben Leacock
Leading Mid-Market - Deel
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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

Alison Walsh
Wedding Planner
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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.

Ernest Cantillon
Entrepreneur
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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.

Dr Billy Waters
Dental Implant & Restorative Dentistry

Let's Talk

To book a FREE Investment & Financial Consultation or to simply have a chat, we’re happy to help.