We offer bespoke investment management services, personalised wealth 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 as well as internationally in the Isle of Man, 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.
History. Craftsmanship. Expertise.
What we do
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 discretionary management is at the core of what we do, we also offer a managed advisory service, investment management and support for charities and a specialist Inheritance Tax (IHT)* and Enterprise Investment Scheme (EIS) tax efficient portfolio service*.
As part of our wealth management offering, we have a team of expert wealth planners who’s 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.
We also act as advisers for business growth helping public and private growth companies fulfill their ambitions by offering sound advice and bespoke strategies through our corporate broking and institutional broking services. Our expertise covers the full range of solutions, including IPOs, M&A and equity placements, as well as other specialist remits.
*Our specialist Inheritance Tax (IHT) and Enterprise Investment Scheme (EIS) tax efficient portfolio services are not available to clients of WHIreland International Wealth in the Isle of Man.