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Global Life and Finance is an impartial Financial Brokerage. We look after the affairs of our clients, who include individuals and families, business owners and self employed. We manage people’s wealth, and give advice on a range of matters.  Everything we do is based on the financial plans we produce for all our clients.

Our range of services span all aspects of financial planning and wealth management. Whether you have a lump sum to invest, want to protect your income or your family, plan for an early retirement we have the expertise to help you find the right solution.  We specialise in the development and implementation of financial planning, investment management and tax efficient strategies for our clients.

Services

Financial Planning

Understand your current position, define your needs, goals and objectives, map out your future direction.

Retirement Planning

Understand your current position, define your retirement goals and objectives, plan how to get there.

Investment Planning

Clarify your investment needs, define your risk profile and objectives, establish a portfolio.

Protecting Your Finances

Understand your current exposure to unforeseen circumstance, define your needs, establish suitable plans to give.

Other Services

Discover some of the other services we offer and see if they are right for you.

WHAT OUR CLIENTS SAY!

Tile Devil

“Global Life & Finance have acted as pensions adviser for Tile Devil for some time now. We have found them to be easily accessible, professional, knowledgeable and trustworthy. Global Life have made the complicated subject of pensions easy to understand, which has helped make our retirement planning much more meaningful and achievable.”

Graham Grumley,
CEO

2017-03-22T04:57:44+00:00

Graham Grumley,
CEO

“Global Life & Finance have acted as pensions adviser for Tile Devil for some time now. We have found them to be easily accessible, professional, knowledgeable and trustworthy. Global Life have made the complicated subject of pensions easy to understand, which has helped make our retirement planning much more meaningful and achievable.”

CR2 Limited

"Our scheme has been services by Global Life & Finance for many years now. We have confidence that our pension scheme is run efficiently. This has given us the assurance that as Trustees our responsibilities are met on an ongoing basis."

Sharon Macken,
Human Resources

2017-03-22T04:45:46+00:00

Sharon Macken,
Human Resources

"Our scheme has been services by Global Life & Finance for many years now. We have confidence that our pension scheme is run efficiently. This has given us the assurance that as Trustees our responsibilities are met on an ongoing basis."

NitroSell Ltd.

“Seamus has given excellent guidance to the Trustees when trying to establish our scheme. This service has continued since establishment of the scheme; in particular, he has given guidance on the structure of the pension fund investments and ensuring that the maximum tax reliefs are taken advantage of where appropriate. He handles all the necessary work to deal with admissions to and departures from the scheme. He also keeps us up to date on any legislative changes that are likely to impact on our trusteeship”

Peadar McCartney,
Finance Director

2017-03-22T04:56:35+00:00

Peadar McCartney,
Finance Director

“Seamus has given excellent guidance to the Trustees when trying to establish our scheme. This service has continued since establishment of the scheme; in particular, he has given guidance on the structure of the pension fund investments and ensuring that the maximum tax reliefs are taken advantage of where appropriate. He handles all the necessary work to deal with admissions to and departures from the scheme. He also keeps us up to date on any legislative changes that are likely to impact on our trusteeship”

John Horkan,

“Seamus has provided an excellent service to both the Trustees of our Scheme and it’s members. Seamus meets our members on a regular basis keeping them updated with fund developments and their information. He also keeps us constantly updated on legislative developments that have impact on our trusteeship.”

Finance Director,
Horkan’s Garden Centre Group

2017-02-27T04:21:22+00:00

Finance Director,
Horkan’s Garden Centre Group

“Seamus has provided an excellent service to both the Trustees of our Scheme and it’s members. Seamus meets our members on a regular basis keeping them updated with fund developments and their information. He also keeps us constantly updated on legislative developments that have impact on our trusteeship.”

Cashflow Services Ltd.

"We have had problems for many years in running our scheme. This has resulted in loss of valuable manpower resources and unnecessary stress. Global Life & Finance took over the running of the scheme. In a short period they unravelled the mess and the scheme is now running efficiently and with minimum input from the Directors. The members now see the scheme as an employment benefit as oppose to something negative.”

Ronan Traynor,
Managing Director

2017-03-22T04:54:56+00:00

Ronan Traynor,
Managing Director

"We have had problems for many years in running our scheme. This has resulted in loss of valuable manpower resources and unnecessary stress. Global Life & Finance took over the running of the scheme. In a short period they unravelled the mess and the scheme is now running efficiently and with minimum input from the Directors. The members now see the scheme as an employment benefit as oppose to something negative.”

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