TAB Financial Services Ltd

TAB Financial Services Ltd is an impartial financial services company operating in the Republic of Ireland for over 25 years.

As a long established financial services company we offer our clients a wealth of experience and impartial financial advice in all aspects of financial planning, with particular emphasis on pensions, investments, protection and inheritance tax planning. Our expert advice can make a real difference to individuals and companies.

We work alongside with TAB Taxation Services Ltd, who provide top quality tax advice.

We are also co-authors to the annual publication of ‘TAB Guide to Money, Pensions & Tax’ with Sandra Gannon of TAB Taxation Services Ltd. This publication explains in plain English all aspects of your finances, social welfare, tax, pensions and much more, adjusted to the latest Budget, Finance Bill and other legislature. It’s the book professionals reach for each year.

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Important Documents:

Terms of Business as at 26 September 2022

Remuneration Structure as at 31 March 2020

Fee Structure as at 20 March 2020

Data Protection & Privacy Statement

Sustainable Finance Disclosure Regulation (‘SFDR’)

 

TAB Financial Services Ltd is regulated by the Central Bank of Ireland.