The value of investments and any income from them can fall and you may get back less than you invested. Past performance is not a reliable guide to future performance. Your investment may be affected by changes in currency exchange rates.

Brewin Dolphin

I want to Plan for retirement

Creating a comfortable, secure retirement takes understanding and investment in the right assets. We can work with you to determine the best approach for you.

UNDERSTANDING YOUR NEEDS

Pensions are one way of generating wealth for later years. Personal investments, property and other savings
We can help you choose between buying an annuity or an approved retirement fund, taking a taxed lump sum or
making regular withdrawals while continuing to invest.

Approved retirement funds

An Approved Retirement Fund (ARF) is a personal retirement account that allows you to keep your retirement savings invested following your retirement. You can withdraw money from it regularly, subject to Revenue Rules, to provide for your retirement income (note that you will pay income tax, PRSI and Universal Social Charge on the income you receive). When you pass away, your ARF can transfer to your next of kin. We are approved to provide and administer ARFs and can help you to utilise your post-retirement fund to its maximum benefit.

I'm ready to take the next step

Find out how we can help you on your wealth journey

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We respect your privacy and take protecting it very seriously. We will only use your data in order to arrange a meeting to discuss your needs (as explained above) and as set out in our Privacy Notice. In keeping with our existing practice, we will never sell your personal data to any third parties. You can change your preferences for how we use your data at any time [by contacting your usual contact at Brewin Dolphin by phone, post or email]. Please allow 14 days from receipt of your information for any changes to be reflected across our systems. 
We respect your privacy and do not sell, rent or loan any identifiable information collected on this site. Any information that you give us will be treated with the utmost care and security. It will not be used in ways to which you have not consented.

Independent minds

We are bound to no corporate group, so offer unbiased recommendations from across the universe of investment opportunities.