Do you know the transfer value or your pension?

At Rockwell, we work with those enrolled in Defined Benefit Schemes to assess the transfer value of your pension and create a plan to maximise your pension value.

  • Experienced Senior Financial Advisors

  • 18 Years of Experience Delivering Results

  • Tailored to Your Goals

  • Convenient Virtual Consultations

Discuss your options with a member of our team






Are you in a Defined Benefit Scheme?

As Defined Benefit Schemes become more costly to run, companies are actively reducing the number of members enrolled in these schemes. You are also not guaranteed to receive the full value of your pension in cases where a scheme becomes insolvent.

With that, many schemes will offer you an Enhanced Transfer Value, or an increased value on your pension if you are to transfer out of the Defined Benefit Scheme. This is an excellent opportunity for some individuals to maximise the value of their pension pot, and ensure it’s invested in a way to support their financial goals in retirement.

Our team of pension experts can help you assess the value of your pension and define a plan for your financial future.

Book a Free Consultation

What We Offer

At Rockwell Financial Management, our expert financial planning services include wealth management, retirement planning and pensions advice and investments.

Pensions

We’ll take all the complexity out of planning for retirement for you and help you make the right retirement planning and pension decisions, whether you are an employee, self-employed, a company director or even already retired.

Financial Planning

Your early career financial decisions and career path can have a significant impact on your finances. So it’s important to plan ahead to ensure your career today can help you plan for a better future.

Employee Benefits

Employees are happier in Companies that offer good employee benefits.  Rockwell works with many companies, semi-states, and professional organisations, to help implement staff programmes that help enhance staff performance.

Wealth Management

The strength of our investment advice process is one of the main reasons our clients select Rockwell as their Wealth Manager. We work with you to establish precise investment goals before designing an investment portfolio to meet your objectives.

5 Star Google Reviews

“
ConorCFO , Dublin 6

““I’d just finished a meeting with my previous advisor, a rep for a large stockbroking firm, when it finally dawned on me that I was merely a target for him to pitch for his latest product. When I met Rockwell, I was delighted to find out that they were far ””

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Paul Morel

“"Very good, I was recommended them by by my accountant and met Pete for advice on a pension. He explained everything really clearly, I don't know why this stuff isn't taught in school!! Highly recommended"”

“
ConorCFO , Dublin 6

““I’d just finished a meeting with my previous advisor, a rep for a large stockbroking firm, when it finally dawned on me that I was merely a target for him to pitch for his latest product. When I met Rockwell, I was delighted to find out that they were far ””

“
Bryan Goodson

“"Met with Paul to discuss some options for future planning. Very helpful and very knowledgeable. Couldn't recommend enough"”

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Aine Gallagher

“"Really professional and a pleasure to deal with, always reassuring me throughout the process, keeping me updated and giving good, honest advice. I will be contacting Robert and his team for any financial needs I have in the future and have recommended them to friends and family."”

Benefits

  • Potentially access 25% of your benefits tax-free.

  • You may be eligible to access your benefits from age 50.

  • Transferring your benefits to a policy in your own name will give you control over investment decisions.

  • Access to a higher tax-free lump sum.

  • Benefits may be easier to inherit.

  • Accepting an Enhanced Transfer Value may be suitable due to health, financial or other circumstances.

Drawbacks

  • Your income is no longer a guaranteed amount.

  • After investing your remaining funds, they are at the risk of the market and may drop.

  • The decision to transfer out cannot be reversed.

  • Often you have a short timeframe to make your decision.

Our 6-stage Process to Personal Financial Planning

We use a 6-stage process for our Personal Financial Planning services. To understand what’s involved at each stage, take a look at our podcast series opening up each step of the financial planning process.

Stage One

We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals.

Stage Two

We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities.

Stage Three

We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead

Stage Four

We create a clear plan to help you achieve your aspirations and goals.

Stage Five

We’ll put your personalized plan into action

Stage Six

We’ll then make sure to track your progress and to consistently monitor and review. We’ll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.

About Rockwell Financial

Trust is the foundation of all successful financial relationships. You need the confidence that we know what we’re doing, will honour our commitments, and make you – our client – our highest priority.

At Rockwell you’ll find a dedicated team of expert financial advisors with more than 18 years experience delivering positive financial results for our clients. We are utterly focussed on helping our clients live their best financial life. We are committed to delivering excellent outcomes for our clients – whether they are employed, self employed or retired. ​

We are over 20 people, managing €78mn+ of client assets, with offices in Dublin City Centre.

  • 2000 personal and corporate clients
  • €78M+ in Client Funds
  • 18 Years Experience
  • 5644 Individual Investments
  • Access to 37 different providers for Pensions, Investments & Insurance
  • Supporters Debra Ireland, RCH Crumlin, Alone & the DRCC
Book a Free Financial Planning Consultation
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“They can get you to a point much faster than you would on your own, that's for sure.”

Brendan WallacePharma Engineer

Your Financial Planning Consultation

Speak to our dedicated team of expert financial advisors with more than 18 years of experience delivering positive financial results for our clients. At Rockwell, your initial consultation isn’t a sales pitch. We provide actionable advice tailored to your unique financial situation and financial goals.

You’ll leave your financial planning consultation with:

  • A clear view of where you are today in relation to your goals
  • An understanding of how the financial planning process works
  • Guidance on how best to handle your existing policies
  • How you can further maximize your Pension and Sick Pay entitlements
  • Answers to any other queries specific to you

Book a Free Consultation

Book a consultation with a member of our team and take the next step in your financial planning journey.






Contact

IE +353 1 296 6120

Address
103 Francis Street,
Dublin 8,
D08 Y70F