Guardian Wealth

Guardian Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Guardian Wealth, Financial planner, Oak Lodge, Newtown Road, Wexford.

We provide Financial Planning & Wealth Management advice services helping you understand how best to utilise the growth and income from your assets so that you and your family are financially secure for life.

Generating Company Profits? Four Questions Worth Asking This September.September is often a natural point in the year to...
31/08/2026

Generating Company Profits? Four Questions Worth Asking This September.

September is often a natural point in the year to pause, review progress, and look ahead.
For many business owners, the focus throughout the year is on growing revenue, managing staff, serving customers, managing costs and keeping the business moving forward. But when was the last time you stepped back and looked at your own financial position?
A profitable business does not automatically translate into personal financial security.

For many business owners, the focus throughout the year is on growing revenue, managing staff, serving customers, managing costs and keeping the business moving forward. But when was the last time you stepped back and looked at your own financial position?

What Should Be Covered in a Financial Review of Your Pensions and Policies?
19/08/2026

What Should Be Covered in a Financial Review of Your Pensions and Policies?

Find out what should be included in a financial review of your pensions, investments and ARF, including performance, charges

Why People Change Financial AdvisersAre You Getting the Advice You Need? The right adviser should do more than review yo...
05/08/2026

Why People Change Financial Advisers

Are You Getting the Advice You Need? The right adviser should do more than review your pension once a year. They should help you make informed decisions about your retirement, tax position, investments and long-term financial future.

In this article Why People Change Financial Advisers, we discuss the most common reasons for changing pension adviser

If you worked in the UK and built up a private pension before returning to Ireland, you may be wondering whether it is p...
23/07/2026

If you worked in the UK and built up a private pension before returning to Ireland, you may be wondering whether it is possible to transfer that pension to Ireland? Potential benefits can include:

UK to Ireland Private Pension Transfers, If you worked in the UK and built up a private pension before returning to Ireland

As a Company Director, How Much Can I Put into My Pension This Year, and Which Is Better: An Occupational Pension or a P...
14/07/2026

As a Company Director, How Much Can I Put into My Pension This Year, and Which Is Better: An Occupational Pension or a PRSA? For many company directors, one of the most valuable tax planning opportunities available is making pension contributions through the company. However, the rules can vary significantly depending on whether you have an Occupational Pension Scheme (such as a Master Trust) or a PRSA (Personal Retirement Savings Account).

Understanding the difference could allow you to contribute substantially more towards retirement while benefiting from corporation tax relief.

Here is the full article.

Pension Contributions for directors of a company with profits accumulating really matter, the question is Master Trust or PRSA Pension

If you are a company director with surplus Company cash sitting in your business, you face a common problem. How do you ...
03/07/2026

If you are a company director with surplus Company cash sitting in your business, you face a common problem. How do you extract that money personally without triggering high income tax rates? In this article we outline 4 options on how to approach this.

Company cash that is surplus sitting in your business is a common problem. Lets look at how to take it out without paying 50% tax

How Well Is Your Pension Performing? Here Is Why It Really Matters
16/06/2026

How Well Is Your Pension Performing? Here Is Why It Really Matters

Your pension is not a static asset. It is actively invested. Its performance, structure, and charges will directly affect your future income.

Why Tax Reliefs Matter When Planning Your Business Exit from Age 50 onwards.
12/06/2026

Why Tax Reliefs Matter When Planning Your Business Exit from Age 50 onwards.

Tax Reliefs Matter When Planning Your Business Exit from Age 50 onwards. Tax reliefs are legal ways to keep more of your own money.

Business Profitable, But Your Retirement Isn't? The Problem Most Company Directors Face.
02/06/2026

Business Profitable, But Your Retirement Isn't? The Problem Most Company Directors Face.

Business Profits in your company does not mean your retirement plan is structured correctly. In this article we explain what directors can do

Is Your Pension €350,000+? Read This
27/05/2026

Is Your Pension €350,000+? Read This

If your pension has reached €350,000 or more, you have options. But you also have risk if it is not reviewed properly. We explain why this is

Address

Oak Lodge, Newtown Road
Wexford
Y35P7E2

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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