We offer bespoke investment management services, personalised financial planning advice and advice for public and private growth businesses which includes corporate finance, broking and fund raising capabilities. With a presence regionally across the UK, our services are available to individuals, corporates, trustees, funds and institutional clients. By offering a personal and jargon-free service, we are able to provide timely advice and create long term relationships based on trust.
Learn more about our divisions below.
Our Wealth Management services are focused on providing you with clear, simple, jargon-free advice and to offer you a bespoke investment management service, tailored to suit your needs. Although bespoke discretionary management is at the core of what we do, we also offer a model portfolio service, investment management and support for charities and a specialist Inheritance Tax (IHT) portfolio service.
As part of our wealth management offering, we have a team of expert financial planners whose aim is to help you through today’s complex financial world in areas such as retirement or pension planning, to ensure your wealth and financial needs are being met. They will take the time to thoroughly understand your financial ambitions and goals, your attitude towards risk and any concerns you may have and from this will provide unbiased and objective advice and recommend a financial plan that can continue to evolve with you.
WH Ireland Capital Markets provides financial advisory and broking services to public and private growth companies.
Our expertise covers the full range of solutions, including IPOs, private and public equity placements, takeovers and M&A amongst other specialist remits. We have built a diverse network of public and private investors, encompassing everything from large institutions to high-net-worth individuals and family offices through the WH Ireland Investor Forum. To date we have helped multiple growth companies fulfil their ambitions and today the team is engaged by around 100 growth companies to support their strategies.