
Global Market Insights: March 2021
World markets summary: March saw further gains in global stock markets as investors reacted positively to the surprisingly rapid rollout of Covid-19 vaccines in the US, UK, and elsewhere and…
Read more ›Whether you are looking to save, invest, or create a financial plan, we can help you achieve your goals.
LEARN MORE →We can help you make the most of a lifetime of hard work by planning for the retirement you want.
LEARN MORE →Secure your family’s financial future with our help.
LEARN MORE →We offer independent financial advice based on a thorough and fair analysis of the relevant market for Retail Investment Products.
We have no products of our own and therefore we will search the whole of the market for the most suitable solution for your needs.
At your first meeting, we will discuss what your goals are, establish your objectives and your appetite for risk. Following this, we will review what you have, what you need, and the best options for you.
We will talk you through our recommendations, including our costs and charges, explaining how it works for you both now and in the future.
We firmly believe that effective financial planning requires regular monitoring and reviews, so this won’t be the last you hear from us. We will continue to make sure your plan is kept on track and altered as necessary in line with any changes to your needs, as well as market conditions.
In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.
82% of our clients are overall satisfied with the service they are receiving from us.
World markets summary: March saw further gains in global stock markets as investors reacted positively to the surprisingly rapid rollout of Covid-19 vaccines in the US, UK, and elsewhere and…
Read more ›We are delighted to start the new financial year by introducing a new brand identity for WH Ireland. With heritage dating back to 1872, we have evolved through the years,…
Read more ›We are proud that we have been awarded the 2021 Suggestus 3D Award from ARC (Asset Risk Consultants). ARC provides independent investment consulting, manager research and performance reporting to private…
Read more ›