Independent reviews of existing protection plans and pensions, across Ireland01 627 9495Part ofFinancial Planner
About Review My Plan

Clear financial advicewithout theconfusion.

Straightforward, expert advice on protection, pensions and your wider financial future — helping you make confident decisions today and tomorrow.

Call 01 627 9495

Independent advice · No obligation · Your future, our focus

Looking for a full range of financial services?

We also offer a comprehensive range of financial planning services through our sister website www.financialplanner.ie.

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Smarter plans for a brighter tomorrow.
Brendan Kelly
CEO & Financial Advisor
QFA. RPA. SIA
25+ years experience

Founded by Brendan Kelly

Over 25 years of helping people plan with confidence

ReviewMyPlan.ie was founded by Brendan Kelly, a Protection and Pension Advisor with more than 25 years of experience helping clients plan with confidence.

Brendan's approach is straightforward and client-focused. He believes financial planning should be clear, practical and aligned with real life.

What Brendan helps with

Protection reviews and improving cover

Starting and reviewing pension plans

Managing existing pensions

Helping clients stay properly protected at every stage of life

Why advice helps

What you get from talking to a professional

Experience

Over 25 years reviewing protection plans and pensions, and knowing what to look for.

Personal advice

Advice built around your life, your goals and your priorities — not a standard template.

Clear explanations

Clear, straightforward explanations with no jargon and no hidden agenda.

Long-term planning

Someone you can come back to whenever your circumstances change.

Confidence

Know where you stand, so you can make decisions with confidence.

How we help

Four things you can expect

We listen.

We start with your situation, not a product.

We explain.

Clear, straightforward advice for as long as it takes.

We review.

We carefully review what you already have and what options may be available.

We help you decide.

Then you choose. There is never any pressure.

We are regulated by the Central Bank of Ireland and provide clear, professional guidance to help you choose the approach that suits you.

The Cliffs of Moher on the west coast of Ireland

Let's review your financial plan.

Make sure your protection and pension plans are working for you. Give us a call or send a short email, and we’ll take it from there.

Call 01 627 9495

ReviewMyPlan.ieProtection & Pension Reviews

Clear, independent reviews of existing protection plans and pensions, for people across Ireland.

Talk to us

01 627 9495info@financialplanner.ie

No. 3, The Mill, Celbridge,
Co. Kildare, W23 ED88

Part of Financial Planner

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ReviewMyPlan.ie is part of Financial Planner. Financial Planner Technology Limited t/a Ireland Insurance / Financial Planner, Irelandmortgages is regulated by the Central Bank of Ireland. Registered in Ireland, CRO No. 469031. No. 3, Office Block, The Mill, Celbridge, Co. Kildare, W23 ED88.

This website is for general information only and is not financial advice. Whether a conversion option, a pension transfer or any tax treatment applies to you depends on your own policy, your pension arrangement and your circumstances. Personal advice should be taken before making any decision.

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