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.
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.
Call us for a free consultation
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 setup 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 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.