THE ART OF WEALTH MANAGEMENT

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 investment 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 services, where appropriate, we can offer you a range of specialist wealth management 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.

Our Investment Philosophy

Fundamental to our investment philosophy is that the money we invest is not ours. In simple terms, we aim to protect and grow wealth over time.

We have the following four proven beliefs:

WH Ireland's investment philosophy

Please contact us to find out more about our investment process.

A number of our recent award wins

WM Awards 115x160 2016 artwork Balanced Winner    WAA winner 2016     GlobalAwards16 WinnersLogo       WH Ireland PAM Awards finalist 2015ODM3933 Awards3.logo Finalists OL

We are a long established company, having traced the history of WHIreland back to the founding members of the Manchester Stock Exchange where William Henry Ireland began operating his stockbroking business from the Commercial Offices in Cross Street. In the 1980s the company took over J Stephens & Co, a local Manchester broker, before floating on AIM in 2000. Today, we have a presence across the United Kingdom with a Head Office in London, regional offices and an international office in the Isle of Man.

What our clients have to say

“Thank you for sending the portfolio valuations and tax/income information for my mother and myself so promptly. We are both very pleased with the performance of all of our portfolios over the last year and much thanks for your investment advice.”

Clients of an Investment Manager, London in May 2015

“Many thanks for the portfolio valuation, which I received this week. I'm really pleased with the returns so thank you for your excellent advice!“

Client of an Investment Manager, London in November 2015

“Between you and your colleagues, you have done the most fantastic job of resolving the affairs left following my father’s death. I want to thank you for all the help you have given to this lengthy and complex process. WHIreland have been great supporters of us through thick and thin and your professionalism and commitment is most appreciated by me.”

Client of an Investment Manager, London in March 2016

“We value our relationship with WHIreland because of the access you have to the type and size of AIM stocks that make up the bulk of our portfolio. Your research and execution ability is excellent and there are a number of companies on our watch list which your analysts cover.”

Clients of an Investment Manager, London in March 2016

"We have been with WHIreland for over 8 years now. Over that period we have had a very good service and advice from Craig, and more recently Robert, whenever we talk over the phone or via email. It never seems we are under any pressure but feel reassured by WHIreland that the decision is in our best interest. Craig has been to see us on several occasions and that has made it easier for us to make decisions on investments and discuss our plans which is a tremendous relief. We feel that WHIreland takes the individuals preferences and goals seriously which I believe to be the correct way to help clients."

Clients of Craig Allison and Robert Matthews, Poole, in April 2016

 

To find out more call us on 0800 877 8866