info@dlscm.ie   (01) 661 9086

Retirement Planning & Pension Advice

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One of our main areas of expertise is tax-effective funding for retirement.

We advise on all areas of retirement planning from demonstrating how much of a pension fund a client will need in retirement to recommending the appropriate retirement vehicles suitable to a client’s circumstances.

At DLS Capital Management Ltd., we have extensive experience in advising client's on retirement. Some of the most important issues for a client to consider are:

  • Income Planning for your retirement
  • Income Planning for your retirement
  • Protecting the underlying value of your pension fund throughout retirement
  • Advice on the most tax effective drawn down of your pension vehicles
  • Taking transfers from Defined benefit Pension Schemes

For further information on our Retirement Planning Services or to arrange a consultation please fill in our contact form

Or you can call us on (01) 661 9086 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

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We advise on all types of pension structures including the following:

  • Income Planning for your retirement
  • Income Planning for your retirement
  • Protecting the underlying value of your pension fund throughout retirement
  • Advice on the most tax effective drawn down of your pension vehicles
  • Taking transfers from Defined benefit Pension Schemes

For further information on our Pension Advice Services or to arrange a consultation please fill in our contact form

Or you can call us on (01) 661 9086 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

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At DLS Capital Management Ltd. we provide impartial and practical advice on all aspect of the investment decision.

We devise bespoke investment strategies for each client based on the client’s attitude to risk and their investment time horizon.

We also offer our clients advice on all types of investment structures, such as:

  • Managed Funds
  • Exchange Traded Funds
  • Unit Trusts
  • Investment Trusts
  • Deposits
  • Employment and Investment Incentive Schemes (EIIS)
  • Structured Products
  • Qualified Investment Funds (QIF)

For further information on our Investment Advice Services or to arrange a consultation please fill in our contact form

Or you can call us on (01) 661 9086 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

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At DLS Capital Management Ltd. we offer a Family Office service for our High Net Worth clients and this service can be tailored to meet each individual's unique needs.

Our role within the Family Office includes a wide range of services, an example of which are:

  • Preparation of Quarterly Net Worth Statements
  • Preparation of a comprehensive database which contains all information on Assets and Liabilities, thus facilitating instant access to information
  • Centralisation of costs on all Personal & Investment Properties
  • Appraisal of Investment Opportunities
  • Monitoring of Investments
  • Attend meetings relating to Investments on behalf of clients.

For further information on our Family Office Services or to arrange a consultation please fill in our contact form

Or you can call us on (01) 661 9086 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

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Financial Planning is central to our service offering. We gather each client's personal and financial details by compiling a fact-find.

Based on the information gathered we then produce a Financial Plan for each client, showing their current financial position and their future financial objectives.

This Financial Plan will encompass all areas of a client's financial position, e.g. investments, borrowings, protection policies and pension policies.

Financial Plans are reviewed on an annual basis, taking into account any changes in a client's personal and/or financial circumstances.