Helping you with life’s events
We also offer one off and occasional advice dependent on your requirements. This is offered on a single and occasional personal review basis.
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Compare our services
Our Wealth Management service encompasses both financial planning and investment management in order to provide a complete solution for all aspects of your financial objectives. Within these services, there are different styles available to suit your needs.Making the right decision for you
What you can expect from us will differ depending on the service you hold with us.
We have put this guide together for you to compare the different elements of our services.
Take a look at what we offer throughout your investment journey
Starting your wealth journey with us…
| Complete Wealth Management | ||
|---|---|---|
| Financial Planning | Investment Management | |
| We get to know you and assess your needs, circumstances and attitude to risk | ||
| Your wealth plan is created and managed based on your assessment | If using our Complete Wealth Management Service | |
| We build your investment management plan in line with your assessment | ||
| We establish any appropriate tax wrappers for you | ||
| You will receive written confirmation of our recommendation | ||
If you have any questions or would like any more information about our services, please contact us.
Our Financial Planning Service
You can take this service on its own, or as part of our Complete Wealth Management Service. You can see a snapshot of the key elements that make up this service below.
| Financial Planning | |
|---|---|
| Advice from a Chartered Financial Planning firm | |
| We manage your wealth plan tailored to your needs | |
| Your portfolio will be managed in line with your personal preferences, cherished holdings or tax restrictions where possible | |
| We can make regular income payments to you in varied ways | |
| We will annually review your needs and circumstances, which can include personal, family, pension, trust, tax and insurance based financial objectives. | |
| Expert Financial Planner for support |
If you have any questions or would like any more information about our services, please contact us.
Our Investment Management Service
You can take this service on its own, or as part of our Complete Wealth Management Service. You can see the key differences across our range of Investment Management services below.
| Discretionary Investment Management | |||||
|---|---|---|---|---|---|
| Bespoke | Model Portfolios | ||||
| Wayfarer | Navigator | Essential Portfolio Service | Specialist Solutions1 | ||
| As agreed with your Investment Management plan, your asset allocation is aligned to our Chief Investment Office asset allocation framework | |||||
| Your personal preferences, cherished holdings or capital gains tax limits are managed within your portfolio | |||||
| Annual review to assess the ongoing suitability of your plan and portfolio performance | Yes – If change in needs | ||||
| A diversified portfolio, not overly concentrated in a single holding, market or sector | |||||
| Active management of your portfolio and rebalancing in line with market movements | |||||
| We can make regular income payments to you in varied ways | No – Some exceptions | ||||
| You can compare your performance against a Comparator Benchmark | |||||
| Dedicated Investment Manager for support | |||||
1 Specialist solutions include our Alternative Investment Market Inheritance Tax (AIM IHT) Portfolio and Short-Dated Investment Grade Bond Portfolio. Please speak to us for more information on these.
Benefits of being a WH Ireland client
Regardless of the service you choose with us, we also provide all of our clients the following:
Financial reporting
Annual Tax pack and Fees and Charges Statements to help you manage your finances.
Safe hands
Your investments and cash will be held by one of the world’s most renowned custodians, SEI, who provide us and our clients enhanced security and protection.
Staying in touch
We provide you with regular updates on your Portfolio via Quarterly Reports and you will have 24/7 access to your account via our online portal and app. We also provide monthly insights into markets.
If you have any questions or would like any more information about our services, please contact us.
If your circumstances change
We understand things change, and we want to make it easy for you should that happen. You can see below the differences across our services with regards to withdrawals, transferring some or all of your portfolio to yourself, or moving your services from us to another provider.
| Financial Planning | Discretionary Investment Management | |||||
|---|---|---|---|---|---|---|
| Bespoke | Model Portfolios | |||||
| Wayfarer | Navigator | Essential Portfolio Service | Specialist Solutions1 | |||
| You can make regular withdrawals from your portfolio | Some restrictions | |||||
| You can make immediate withdrawals (in an emergency and on a best endeavours basis) | Some restrictions | |||||
| There is no charge to make withdrawals | ||||||
1 Specialist solutions include our Alternative Investment Market Inheritance Tax (AIM IHT) Portfolio and Short-Dated Investment Grade Bond Portfolio. Please speak to us for more information on these.
If you have any questions or would like any more information about our services, please contact us.
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