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Category: Wealth Management News
Posted on 21 Oct 2019
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…
Posted on 15 Oct 2019
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…
Posted on 09 Oct 2019
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…
Posted on 24 Sep 2019
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…
Posted on 11 Sep 2019
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…
Posted on 14 Aug 2019
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…
Posted on 01 Aug 2019
by Angela Wise Independent Financial Planner, London
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…
Posted on 31 Jul 2019
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…
Posted on
by Christy Morrison Head of Wealth Planning
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…
Posted on
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…