News & Views

Category: Wealth Management News

What should I expect in my first meeting with a financial planner?

We understand that the world of financial services can be a complex area. Having a financial plan that continues to evolve with you, helping you to move towards achieving your…

The China Syndrome

For a time in our history we successfully hunted, farmed and ate the seasonal foods within walking distance and built shelter from what the land provided. We were self-sufficient but…

Global Market Insights September 2019

World markets summary: Investment returns were generally positive over the month despite disappointing economic news and an increase in geopolitical tension, particularly in the Gulf, following the drone attacks on…

Five reasons why you should invest in a pension

Retirement may feel like a long way off or it may feel like it is too late to make a difference if retirement is pending, however it is never too…

WHIreland supports Dorset Parent Infant Partnership

We are proud to support Dorset Parent Infant Partnership and their incredible work helping families in our community. We strongly believe in the value of their mission and we wish…

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…