LifePlan Investments
About Us
More than 35 years in business
LifePlan Investments was established in 1990 and has been in business for more than 35 years. Today, we help people approaching retirement and retirees understand their investment options.
Choosing whom to speak to about your finances is a personal decision. With LifePlan, you can begin that conversation with an established Irish business. Whether you are considering a retirement lump sum, income options or existing arrangements, we start with your circumstances and explain the next steps.
A personal approach to your finances
Life Plan Investments Limited is an investment product intermediary. Our advisers take time to explain the options available through our service and how they relate to your retirement priorities. We make the scope of our service clear before you proceed.
What we help you consider
We focus on fixed-rate bonds, investment funds, fixed-term deposits and pension and retirement planning. These serve different purposes. Some involve a fixed commitment; others provide exposure to investment markets over a longer period.
We help you consider how a product’s time horizon, income features and access conditions relate to your needs. Where your circumstances call for specialist tax or legal advice, we will explain that so it can be considered alongside your financial decisions.
Choice across providers
We are not tied to any single bank, asset manager or investment company. This gives you the opportunity to explore options across a range of providers with personal support from our team.
Your priorities shape the conversation. We help you understand differences in product features, charges and terms so you can consider your next step with greater clarity. You can ask for written explanations or involve a trusted person in the discussion.
Our Irish offices
Our registered office is at 1 Fitzhaven Square, South Circular Road, Limerick, V94 T9N6, Ireland. Our advisers are based at 77 Sir John Rogerson’s Quay, Grand Canal Docklands, Dublin, D02 VK60, Ireland.
Visits to our Dublin office are by appointment only. Please contact us to book and receive confirmation before attending.
Life Plan Investments Limited is regulated by the Central Bank of Ireland. Central Bank of Ireland reference: C1700.
Tell us about your plans
Whether retirement is approaching or you are already enjoying it, we would be pleased to talk through your priorities and explain how we can help.
Please enable JavaScript to use interactive navigation and the client application. For assistance, call +353 1263 6364.