WH Ireland – Helping you see the bigger picture Financial Services Company, Wealth Management & Corporate Broking | WHIreland

Helping you see the bigger picture.

With heritage dating back to 1872, our independent advice ensures you make informed & effective choices when managing your money. By building a financial plan & investment strategy with us, you are free to focus on the important things, like life.
WHY IS INDEPENDENT ADVICE THE BEST ADVICE?

Wealth management with a difference

Chartered

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

Independent

We offer independent financial advice based on a thorough and fair analysis of the relevant market for Retail Investment Products.

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Unbiased

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.

Cost competitive

We offer you an overall cost saving by itemising our management and custody charges separately, which means we are able to offer our custody charge VAT-free.

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How does our advice work?

Getting to know you

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.

Creating the plan

We will talk you through our recommendations, including our costs and charges, explaining how it works for you both now and in the future.

Ongoing advice

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.

#1 for Financial Planning

In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.

82% Client Satisfaction

82% of our clients are overall satisfied with the service they are receiving from us.

Our offices

With offices based regionally across the UK, learn more at a location near you.

Latest news

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A lifetime of advice.