Pivotal Wealth Solutions Ltd

Pivotal Wealth Solutions Limited, trading as Pivotal Wealth, is a financial planning practice based in Cork with a national reach. Regulated by the Central Bank of Ireland, the firm provides personalised custom-built advice to individuals, business owners, professionals, and companies. The company focuses on building long-lasting client relationships to help clients achieve their life goals and alleviate worries through bespoke informed financial planning.

Services for private clients include financial planning, cashflow modelling, pension and retirement planning, savings and investment advice, financial protection, wealth management, and estate planning. For corporate clients, the firm supports employee benefit programmes, executive pension planning, corporate deposit and investment advice, and corporate protection planning such as shareholder and keyperson protection. The practice aims to help clients answer critical questions regarding inflation, illness, education costs, retirement affordability, and business succession.