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Pension Advice - Customer Portal


A Message from our Management Team..

Chris Mckenzie_Web Crop Black and White_
Chris Crowley_Web Crop Black and White_e

"Welcome to the Pension Advice website dedicated just for existing clients. The site is designed to help you book Annual Reviews or investment / portfolio meetings and to use our dedicated client log in portal to monitor your policy values in live time. 


Your ongoing business, financial needs and objectives are important to us, and we want to provide our existing clients with a way we can easily keep in touch and service your ongoing requirements and needs."

Chris McKenzie CFP® | QFA | SIA | Grad Dip


Chris Crowley PgD | SIA | RPA | FPRA | QFA

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Our Services for Existing Clients


Investment Performance / Portfolio Review

Expert Ongoing Guidance

Our ongoing commitment to you is to provide guidance and advice, supporting you through your investment journey.

We will review investment performance on the portfolio and individual funds to make sure your always on track to achieve your investment objectives.


Bespoke Financial Plan

Plan and outline your goals and objectives

We can develop bespoke and detailed financial plans, to help you achieve financial self-sufficiency.


We can cover retirement planning, estate and tax planning, protection, mortgage advice, income in retirement, investments, and third level education costs.


Retirement Review Pre / Post

Take control and stay in control

Using Cash Flow technology, we can project your pension assets and contributions so you can see in simple terms the income you can expect at a future retirement age.


If you’ve already retired, we can make sure your ARF will provide long term sustainability of the income you require.

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