Wealth Planning

We understand that wealth planning can be a complex area, our primary aim is to give you peace of mind that your financial planning goals are being achieved in a clearly established structure that can continue to evolve with you. We pride ourselves in our expert knowledge across all areas of financial planning, with a team of highly qualified wealth planners.

Our Wealth Planning offering provides advice that is independent, unbiased, professional and jargon free.

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YOU

GATHERING FACTS

REVIEW YOUR CURRENT SITUATION

Establish your objectives and appetite for risk

ANALYSIS & RESEARCH

PLAN AND RESEARCH

Review of what you have, what you need and the best options for you

SOLUTION STRUCTURE

ADVICE PRESENTATION

Presentation of our recommendations and how it works for you now and in the future

ACTION

IMPLEMENTATION

Putting the recommendations into action

ACHIEVING GOALS

ONGOING REVIEW AND SERVICE

Keeping track on achieving your goals

LIFESTYLE GOALS

INITIAL INTRODUCTION

Discuss what your goals are and the service you want to receive from us.

Clear, simple, tailored advice

We provide a comprehensive and tailored wealth planning service to each client. We believe in the benefits of holistic financial planning to grow, protect and preserve your wealth. Whether you are a private client, business owner or trust we can arrange the best bespoke solution targeted to meet your objectives.

The first step is to agree your initial priorities and your longer term goals. Whether these relate to pensions and retirement planning, preserving wealth for future generations or ensuring that you have the most suitable financial solutions in place, we can help you plan for and meet these needs.

We aim to build a lasting relationship with our clients, using our ongoing service to ensure you stay on track in achieving your financial ambitions and goals.

"I’m not always the easiest person to please and am generally fairly nervous about trusting someone with my financial planning having had bad advice previously. This time I decided to do it right and ‘auditioned’ for want of a better word 4 different financial advisers. I met with them many times so I could fully understand the relationship and the ongoing service my wife and I would receive as well as obviously getting the structure correct in the first place. I have now been working with Zoltan Molnar at WHIreland Wealth Planning for 3 years and I know I made the right decision. All of the initial, medium and long term objectives I set are in the process of being achieved and with every review meeting I have become more confident and comfortable that our wealth planning needs are in safe hands."

Clients of Zoltan Molnar, WHIreland Wealth Planning

"As the deputies of a large personal injury claim, on behalf of our son we were determined to take our responsibilities seriously so we could establish the best course of action to make sure he could lead as comfortable a life as possible with everything he needed, and be safe in the knowledge that the award he had been granted would provide for him the rest of his lifetime. Tom Williams at WHIreland Wealth Planning has been fantastic, he has put together a flexible tax efficient structure that we can easily understand. He has taken the stress out of what was already a difficult time for us."

Clients of Tom Williams, WHIreland Wealth Planning

"I was aware that we had an inheritance tax issue but always figured there was plenty of time to do something about it so that our children could have the maximum benefit from our estate and not the tax man. When my husband died, I felt extremely vulnerable and knew I had to take action to get my finances in order. Angela Wise at WHIreland Wealth Planning has been so patient with me to talk me through my options and explain the different strategies we could put in place. She has really made me feel at ease to make the decision I’ve been putting off for years. I now know that everything is in order and Angela continually keeps me up-to-date with regular reviews. I don’t know where I would be without her."

Client of Angela Wise, WHIreland Wealth Planning

"Since being introduced to Angela Wise at WHIreland Wealth Planning, she has always dealt with my financial affairs in a professional but personable manner. My financial situation has not always been straightforward, and Angela has spent much time and consideration reviewing the wider picture and continues to provide the highest quality advice. I have been so happy with the advice received and the ongoing service, I would have no hesitation in recommending Angela to others; in fact I already have!"

Client of Angela Wise, WHIreland Wealth Planning

"Louise has been a breath of fresh air since I became a clients of hers, she is extremely knowledgeable and trustworthy. Having changed jobs numerous times throughout the years and never really staying on track where I was with my pension plans; I knew I had them but too many of them to really understand what benefit they were to me. As I was getting ever closer to retirement and being constantly bombarded with pension information in the press, I decided it was time to seek advice from a professional to have a clear idea of what I should do and how my retirement planning should be structured. Louise took the time to understand my current situation, my risk profile and my future plans so that I had a clear set of achievable objectives. She put all of my pension plans in order, has given me a clear advice how to maximize my pension now while I’m still working, and given me the confidence to know that retirement will be something to look forward to as I can have the right balance of security and flexibility."

Client of WHIreland Wealth Planning

A fair and clear structure

We are a fee based wealth planning firm and offer a fair and clear charging structure to all clients. We can agree charges on the basis of a meeting, a specific project or an ongoing relationship. However you choose to work with us the fee will be agreed and confirmed in writing with you before we undertake any research or analysis on your behalf.

To find out more call us on 0800 877 8866