Hundreds ofsatisfied clients
Trusted by people across Ireland to help them make confident decisions about their financial future.
Two simple places to begin
You may already have a pension or protection policy that you haven’t looked at in a while. A quick review can help you understand what you have, whether it still suits your needs, and what options may be available to you.
Review Your Protection Plan
Is your existing protection still right for you?
An older life, serious illness or income protection policy may include valuable benefits or options worth reviewing. We can help you understand your existing cover and whether it still reflects your needs today.
Review Your Pension
Do you have an old or paid-up pension?
If you have a pension from a previous employer or an older personal pension, it may be worth reviewing. We can help you understand where it is invested, what charges may apply and what options you have for managing it going forward.
Take the next step with your financial plan
Your ReviewMyPlan can help highlight opportunities to strengthen your financial future. Whether your priority is building your retirement savings or making sure you have the right protection in place, we can help you explore your options.
Build Your Pension
Make more of your retirement savings.
Small changes today can make a meaningful difference to your retirement. We can help you look at ways to strengthen your pension and make sure it continues to reflect your plans for the future.
Explore opportunities to:
- Increase your pension contributions
- Make additional or once-off contributions
- Review how your pension is invested
- Build towards your retirement goals
Strengthen Your Protection
Protect the people and things that matter most.
Life changes, and your protection needs can change with it. We can help you review your existing cover and identify areas where additional protection may be worth considering.
Explore your options for:
- Life cover
- Income protection
- Serious illness cover
- Family and mortgage protection
Meet your advisor
ReviewMyPlan.ie was founded by Brendan Kelly, a Protection and Pension Adviser with over 25 years’ experience helping clients understand and manage their finances with confidence.
Brendan’s approach is straightforward: start with what you already have, explain it clearly, highlight the options available, and leave the final decision with you.
Talk to Brendan
A short conversation is usually enough to tell you whether a review is worth doing.
Or call 01 627 9495.
What clients have to say
Real feedback from clients of Brendan Kelly and the team at Financial Planner.
Excellent service - Brendan's knowledge around mortgages, pensions, life cover etc is second to none. He listens and advises accordingly to suit your requirements. I would highly recommend.
Brendan takes the time to explain everything clearly, keeps in regular contact, and reviews our arrangements annually to ensure they continue to meet our needs.
I’ve been working with Brendan for a while now and he’s been brilliant. He takes the time to understand your goals, breaks everything down in simple terms, and makes the whole process stress-free.
Brendan provided thorough & supportive advice, according to my preferences of areas I wished to discuss.
Brendan and Eileen were absolutely amazing to work with. … I would 100% recommend them to anyone.
The power of advice
Why good financial advice matters
Good advice starts with understanding what you already have — not assuming you need something new. A careful review can help you see what is working, what may need attention, and what options are available to you.
Spot opportunities
A fresh look at what you already hold may uncover benefits or options you were not aware of.
Identify gaps
Cover that suited you fifteen years ago may not reflect your circumstances or needs today.
Understand the impact of changes
Cancelling or replacing an existing plan may mean losing valuable benefits, terms or options. It is important to understand the implications before making changes.
Decide with confidence
When your existing arrangements and options are explained clearly, you can make an informed decision about what is right for you.
Regulated by the Central Bank of Ireland. We explain your options in plain language, and the final decision always remains with you.