Investments, Pensions & Protection Advice

Plan for the future with expert pensions and protection advice

A tailored, confidential service based on your individual requirements. Having gained an in-depth understanding of your business and its needs, we will recommend the appropriate products and strategies to help you secure your company’s future.

Unbiased advice

Tailored service

Monitored results

Better returns

A tailored plan and impartial support

Because we do not sell products ourselves, you can trust us to offer completely unbiased advice. As impartial advisers, we are not privy to the sensitive information you give providers, such as medical histories. Our service is based on trust, and confidentiality is our watchword. Get a tailored plan for your business, as well as for yourself as the business owner.

Some of our clients

OmniSys Beyond Accounting client Managed Sectives sector

Glofox Beyond client - Software and tech sector

Slane Castle Beyond client - hospitality and retail sector

Boxclever - Beyond client -creative sector

SwiftComply Beyond client - Software and tech sector

“An expert, tailored approach to pensions, protection, and investment makes good business sense. It can save you money in both the short-term and long-term, plus you can protect the business against internal shocks such as losing a director.”
Rory FineganFounder & CEO

Beyond Chartered Accountant Dublin Ireland Impartial pension investment protection insurance advice

Rory Finegan Coach Trainer Mentor Business Growth Leadership Dublin Ireland

Regulated, Qualified & Experienced Financial Advisor

We will review your current situation and make recommendations in the areas of pension arrangements, protection (e.g. term life assurance, whole of life cover, mortgage or income protection, illness cover, etc.), and the investment strategies that are most likely to help you achieve your goals – within your chosen levels of risk and return.

We will ensure you are always receiving the best value from your arrangements. If you’d like support planning for the future, ask us about our advisory services.

Pensions Advice

Corporate pension advice
Choice of pension structure
Retirement Planning
Personal retirement bonds
Employee benefits
Presentations to staff

Protection Advice

Financial review
Protection advice
Statement of feasibility
Impartial recommendation
Brokerage

Investment Advice

Investment planning
Investments selection
Performance monitoring
Expert and objective advice
Access to a broad range of funds

We can help you with: Investment planning | Corporate pension plans | Executive Income Protection | Co-Directors cover | Financial review

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   Beyond Accounting
   84 Google reviews 
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   Caoimhe O'Brien 
 
 
 
 Trustindex verifies that the original source of the review is Google. Beyond have taken over our accounting and they've been brilliant. Things feel a lot easier our side. We're having to do less work and we get better accounts and more insight. The Beyond team are great - professional, capable, and just lovely people.
  
 
      Posted on Google  
   
   Garrett Reynolds 
 
 
 
 Trustindex verifies that the original source of the review is Google. I wanted to give an update after 8 years of working with Alan Ivory. Alan has been the bookkeeper for two of my companies and his expertise, consistency and quick communications have always proven to be a real asset to our company. We could not have asked for a more professional service. Thanks Alan! We moved over from another accounting firm and immediately Alan found over 2k in VAT savings which had previously been missed. So that was a good start! Over the years we have worked closely with Alan & Ellen and they have been such a safe pair of hands allowing us to focus on our business & leaving the accounting & book keeping to the experts. Its also good to know that as we grow we can tap into Rory's (and team) expertise & enthusiasm.
  
 
      Posted on Google  
   
   Mick Fitz 
 
 
 
 Trustindex verifies that the original source of the review is Google. i have been working with Beyond Accounting for six years. They are very easy to work with. Alan is the accountant who has been looking after my accounts and i have found him very professional and helpful. Both Alan and Rory have always responded to any of my queries or worries and have dealt with all of these areas of concern professionally and effectively. I have the peace of mind knowing all areas of my accounts are being looked after and dealt with efficiently.
  
 
      Posted on Google  
   
   Sébastien Olive 
 
 
 
 Trustindex verifies that the original source of the review is Google. We had the pleasure of working with Beyond Accounting, and they have been nothing but super helpful and easy to work with from A until Z. Jess, our main point of contact, was just amazing. They successfully helped us to complete the administrative obligation we had for our business. We couldn’t recommend more this trustworthy accounting partner.
  
 
      Posted on Google  
   
   Angelo Rosati 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently had the pleasure of working with Jess and the entire team at Beyond Accounting, and I couldn't be more delighted with the exceptional service they provided. Their expertise in accounting and their keen attention to detail made the entire process smooth and stress-free.
  
 
      Posted on Google  
   
   Anastacia Gatiti 
 
 
 
 Trustindex verifies that the original source of the review is Google. When my company migrated to Xero we used Beyond to assist in training the team on using Xero. The trainer was well prepared and delivered the training exceptionally. She was well paced, assisted with all queries. The team that was nervous at the start was left very excited and keen to use Xero following the training. I would highly recommend them.
  
 
      Posted on Google  
   
   Stephen Felle 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have recently moved our accounting and book-keeping to Beyond and are most impressed with the attentiveness and responsiveness of the team, particularly Michelle, Susan & Barry whom we have most contact with.