News & Views

Category: Wealth Management News

WHIreland’s annual insight days

We were proud to host our annual insight days for the third year running at our London head office, welcoming young adults aged between 16 and 22 and providing them…

Succession planning: Passing on the family home

More and more of my discussions around future financial planning are involving the passing on of assets, especially the family home, to children and/or grandchildren in the most tax efficient…

The rebirth of WHIreland

Phillip Wale, CEO, and Stephen Ford, Head of Wealth Management, both recently joined WHIreland. Here we catch up with them to hear their views on first impressions, the wealth management…

Calling all 50 somethings…

Your fifties are the perfect time to ensure your pension savings and retirement plans are aligned. This decade will hopefully see increased earnings, potentially the mortgage cleared or at a…

Markets may have to get worse before they get better

If the market rally of January through April this year was all about the Fed (US Federal Reserve) pivot and the expectation that we are clearly going to get a…

Interview: Andrew Gordon-Colebrooke

We recently caught up with Andrew Gordon-Colebrooke as he competes in the prestigious British GT Championship behind the wheel of a Century Motorsport BMW M4 GT4. What sparked your interest…

WHIreland continues to expand its Poole wealth management services and appoints Sean O’Brien as Wealth Planner

WHIreland has appointed Sean O’Brien as Wealth Planner to its Poole office as part of continuing plans to grow its holistic, advice led wealth management offering to existing and new…

WHIreland Wealth Management wins further Wealth Adviser award

We are delighted to have been named ‘Best Domestic Clients Team’ at the Wealth Adviser Awards 2019. This is the fourth consecutive year that our services have been recognised by…

WHIreland awarded the 2019 Suggestus 3D Award from Asset Risk Consultants

We are proud to announce that we have been awarded the 2019 Suggestus 3D Award from ARC (Asset Risk Consultants). ARC provides independent investment consulting, manager research and performance reporting…

WHIreland appoints Stephen Ford as new Head of Wealth Management

Highly experienced Stephen Ford formally joined WHIreland as Head of Wealth Management on the 25th February. Stephen started his career with a major retailer before moving into a finance career…