Category: Wealth Management News

Posted on 28 Aug 2018 by WH Ireland Wealth Management

WHIreland Wealth Management shortlisted for a further award with MoneyAge’s 2018 Awards ‘Celebrating excellence within the personal finance space’.

We are delighted to be shortlisted in the ‘Financial Adviser of the Year’ category at the 2018 MoneyAge Awards.  These awards celebrate excellence, professionalism and innovation in the hugely competitive…

Posted on 20 Aug 2018 by John Goodall Head of Private Client Research, Manchester

Key leading indicators in the US

John Goodall, Head of Private Client Research

“The US equity markets have continued to perform strongly with both the Standard & Poors 500 Index and the NASDAQ Composite Index close…

Posted on 20 Aug 2018 by John Goodall Head of Private Client Research, Manchester

The navigator: Quarter 2 update 2018

John Goodall from our Research team reviews the second quarter of 2018.

Posted on 20 Aug 2018 by John Goodall Head of Private Client Research, Manchester

Global economic outlook: Quarter 2, 2018

John Goodall from our Research team presents our overviews for the UK, Europe, USA, Japan, Far East and Emerging Markets.

Posted on 20 Aug 2018 by Luke Tribe Research Analyst, Private Client Research, Manchester

SRI: Sustainable, responsible and impact investment

Luke Tribe from our Research team explains sustainable, responsible and impact investment.

Posted on 20 Aug 2018 by Luke Tribe Research Analyst, Private Client Research, Manchester

Supermarket sweep: Food retailers consolidate

Luke Tribe from our Research Team discusses the recent consolidation within the food retailer market.

Posted on 20 Aug 2018 by Jonathan Anderson Independent Wealth Planner, London

Defined Benefit pensions: 5 benefits of retaining and 5 benefits of transferring

Jonathan Anderson, Independent Wealth Planner in our London office

Jon has over 12 years of experience within the industry and he has previously worked in technical roles as a Paraplanner…

Posted on 20 Aug 2018 by WH Ireland Wealth Management

Protecting your legacy for future generations

When making a will, it is important to plan what happens to your money and possessions, jointly known as your ‘estate’. This can include savings, investments, pensions, your business, property…

Posted on 14 Aug 2018 by WH Ireland Wealth Management

WHIreland International Wealth Celebrates Employee’s Exam Success

WHIreland International Wealth are delighted to announce that Lee Branston has obtained his level 6 PCIAM qualification, the qualification of choice for discretionary portfolio managers. 

Lee joined the WHIreland International…

Posted on 14 Aug 2018 by WH Ireland Wealth Management

Angela Wise shortlisted as Financial Adviser of the Year at Women in Financial Advice Awards

Congratulations to our very own Angela Wise – Independent Wealth Planner – who has been shortlisted as one of 6 finalists in the Financial Adviser of the Year category at…