On your side. Always.

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A Step in the Right Direction

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Retirement Planning

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Investment Advice

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We are Jameson Financial

At Jameson Financial, we guarantee that we will always be on your side. We are here to support and advise you on the good days and the bad. Discover how we can help you with your current and future financial needs.

Our Products

Life Insurance

If you have a family, dependants, a mortgage on your home, an investment property or a business it is essential that you insure yourself against the financial impact of terminal illness or death.

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Serious Illness Cover

Beyond obvious concerns, a serious illness diagnosis can have a detrimental impact on your financial wellbeing. An extended absence from work, possibly without an income is often a consequence of being diagnosed with an illness like cancer, heart attack or stroke.

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Income Protection

Income Protection Insurance provides a replacement income if you suffer an accident or illness and are unable to work. It is also commonly known as Permanent Health Insurance or PHI (‘permanent’ because it provides a constant income)

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Mortgage Protection

If you have a Mortgage on your own home, you are obliged to take out Life Assurance to cover the loan amount. Aside from the obligation, this is really valuable cover since the outstanding mortgage amount is cleared in the event of the death of one of the Lives Assured, leaving the surviving partner with full unencumbered ownership of their home.

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Retirement Planning

Whether you are considering starting a new Pension Plan or wish to review your existing Pension arrangements, Jameson Financial will give you the right advice.

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Investments

Whether it's Regular Saving, Annual Gift Tax Exemption Regular Saving, or Single Premium or Lump Sum Investing, we have you covered.

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Keyman / Partnership Insurance

The future success of a business is often dependent on a few key people. A keyperson is any “key” employee, director, shareholder or consultant on whom the business depends for its continued success or existence.

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Lump Sum Investing or Regular Savings Plans

Jameson Financial can advise you on investing your money. We assess your needs and circumstances, establish your appetite for risk and then put a medium to long term strategic investment plan in place.

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Home Reversion Agreements

Jameson Financial specialises in Home Reversion agreements where you can make the most of your retirement by releasing some of the equity in your home.

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Our Blog

What Will Your Retirement Be Like?

There’s been a lot of talk about reform of the private pension system in Ireland and the future introduction of a new “auto-enrolment” scheme, with a view to driving up pension coverage levels.

Only 6% of women believe in saving for retirement

Mind the pension gap! A lack of pension provision amongst young women signals future of financial disempowerment.

5 ways we can help you with your money

A New Year – we’re all full of good intentions. Whether these are around spending more time in the gym, working less and spending more quality time with the family or maybe breaking some bad habit that’s been dragging you down for years, good intentions are usually hard to sustain. The first week or two is good, the problem usually kicks in towards the end of January. One way to help you is to have a guide or a mentor who will keep you on your new track.

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Our Expertise

A step in the right direction.

We partner with all leading Life Insurance and Investment companies in Ireland but insist on complete independence from them. Our staff are highly trained and at the leading edge of changes in the Financial Services industry. We offer a responsive and personalised service to all our customers, assessing their needs and circumstances, and providing the right advice. In the event of claims, we represent our clients throughout the process and insist on them being settled quickly and efficiently.

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What they say about us

Expertise and Efficiency

Mary, Dublin-based Family Law solicitor

March 9, 2022

"I have come to depend on David’s expertise and efficiency in the arena of securing Life Assurance policies in support of maintenance obligations in family law cases. He is both highly efficient and responsive, but also very empathetic to my clients’ requirements."

Industry Experience

Andrew, Managing Director

March 10, 2022

"Jameson Financial established a Death-in-Service scheme for our employees at a very competitive price. David always reverts as promised and is readily available to our staff members to answer any queries. With his considerable industry experience and expertise, we continue to rely on his sound advice relating to all financial matters."

Personable, Professional, Responsive

Sean, Dun Laoghaire, Co. Dublin

April 20, 2022

"David delivered a personable, professional and responsive high-quality service. A pleasure to deal with."