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At FDC, we focus on creating a comprehensive strategy for you to achieve financial security in retirement.

Our retirement planning service helps you prepare for the future with confidence.

For employees with pension benefits moving employers, we can advise on all available options. Our goal is to ensure your retirement savings continue to work effectively for your future.

Retirement Goals

We start by understanding your personal retirement goals, then explain your pension options clearly and assess your State Pension entitlements. We develop tax-efficient investment strategies tailored to your needs and create a realistic retirement timeline.

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  • Understand your pension options and entitlements

  • Set realistic retirement income goals

  • Evaluate your current savings and investments

  • Consider healthcare costs in retirement planning

  • Explore different retirement account types

Retirement Income Solutions

We also advise on retirement income solutions to maximise your assets and incorporate estate planning considerations to protect your legacy.

Choosing the right pension structure for your situation
Understanding tax relief opportunities
Combining or transferring pensions
Planning drawdowns and access options
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Regular Reviews

Regular Reviews

Through regular reviews of your retirement plan, typically annually or following significant life events to maintain alignment with your evolving needs and circumstances. Our approach removes complexity, giving you peace of mind about your financial future.

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Personalized solutions tailored to individual needs Ongoing support and guidance throughout the journey

  • Unbiased, expert-led advice

  • Clear, jargon-free communication

  • Flexible planning that adapts to life changes

  • Full transparency and control every step of the way

  • Personalized strategies tailored to your unique goals

  • Dedicated support that prioritizes your wellbeing

Testimonials

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A supportive and busy workplace where a rewarding and varied career can be built in regional Ireland. A great fit for enthusiastic and ambitious people. Getting to interact with a local community to provide a full range of Financial Services in a customer-first manner.
Joe from West Cork

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If you’d like to start shaping a strong financial future, let’s talk.
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Arrange a date and time that suits you to meet with us.
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Meet the professionals guiding your financial future

Leveraging years of specialised knowledge and a client-first approach, our team helps you make informed decisions, protect your assets, and build a strong strategy to preserve your legacy for future generations.

Meet the team