Who We Are

About Pension Freedom

Pension Freedom is a Boutique Financial Planning Practice with an emphasis on Return On Life (ROL). Specialising in working with clients who want to “Live Their Richest Life”, our service is about YOU, Your Life, Your Aspirations, Your Choices, now and into the future.

Unfortunately, we can’t work with everybody. We do have to say no on occasions, but only when we feel our services are not appropriate to you. In order to determine if we can be of value to you, we will offer you TWO, 1-hour, no-obligation, introductory appointments at our expense. Each meeting is designed to find out about you and your financial life. No financial documents are required at this point.

Availability

Meet Us

In order to determine if we can be of value to you, we will offer you TWO, 1-hour, no-obligation, introductory appointments at our expense. Each meeting is designed to find out about you and your financial life. No financial documents are required at this point.

This will allow you to determine, without pressure, if our services are right for you. It also allows us to determine if we can deliver what you are looking for. You see, we really need to know you before we have the right to talk to you about your money.

By the end of the second meeting, before we mutually decide to commit to a working relationship, you will have no unanswered questions.

Meet Our Team

Pension Freedom Team

Meet our team of dedicated professionals who are passionate about delivering exceptional results and driven by a shared vision of excellence.

Owner/Manager

Gerard Keogh QFA

Gerard is an award-winning Independent Financial Adviser. Having worked in the industry since 1992, Gerard has gained experience in all areas of financial planning.
In 2010, Gerard set up Pension Freedom. He did so out of frustration. Frustration with the Financial Industry and its focus on sales to the detriment of their clients.

Gerard reminds us that life is not a rehearsal. Consequently, he wants his clients to receive advice and service without the pressure to buy products or to amend existing policies, for Gerard to receive payment.

Gerard is a leading adviser in Pensions and Investments. Life can be too short. Focusing on saving for retirement, to the detriment of life today, can be a mistake. There has to be a balance.

In 2013, Gerard was chosen for an Irish Pensions award. The first-ever awarded to an Independent Financial Adviser. The judges remarked that Gerard delivers exceptional service to his clients while displaying a true understanding of all their needs.

Gerard has retired many times with his clients. He has seen the good, the bad and the ugly. He believes that money, while important, is just a tool to allow his clients to achieve their dreams. Retirement planning is more about your dreams then it is about your finances. A successful retirement happens when you retire to something, not from something.

Financial Advisor,

David Keogh

David has a wealth of Financial experience, having initially joined AIB Bank in 2007.

David began his career working in customer service before progressing to a small, specialised team managing Large Deposit Accounts. Following this he then managed a portfolio of defaulted loan accounts for both personal and business customers.

In 2012 David joined KBC Bank where he worked as a Mortgage Arrears Restructuring Advisor.

Having worked for a number of Retail Banks mainly through tough economic times, David felt he could offer more to clients and provide financial advice that was actually in their best interest.

David attained his QFA and changed his roll to become a Financial Advisor, working initially as a tied agent with New Ireland Assurance. He experienced first-hand that the focus in the industry was primarily on sales and commissions and so having the potential to be detrimental to the clients best interest.

David joined the Award-Winning Financial Advisor, Gerard Keogh at Pension Freedom.