WHIreland has a long history of working with and managing the wealth of a diverse range of private, charity, corporate and institutional clients. Our firm belief is to build long-term relationships based on trust whilst placing our clients’ needs at the centre of everything we do.
From our presence across the United Kingdom and internationally in the Isle of Man, our investment experts will work with you, and where appropriate your advisers, to fully understand your wealth management requirements. They are focused on providing a jargon-free service no matter how you wish your wealth to be managed.
Your portfolio can be managed via our Bespoke Discretionary Management Service or our Managed Advisory Service. To complement these core investment and wealth management services, where appropriate, we can offer you a range of specialist solutions including our IHT and EIS tax efficient portfolios as well as a full holistic Wealth Planning Service.
For high net worth clients who apply to come to, or remain in the UK on the basis that they invest £2million or more in UK companies or UK Government bonds, we can assist with the Tier 1 Investor Visa service. Investors using the Tier 1 service face a number of complex issues managing their affairs and we aim to make this process as simple as possible, working with you and your advisers.