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…
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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…
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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…
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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…
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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…
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WHIreland is delighted to have acted as financial adviser and broker to secure a private investment for Hofmeister Brewing Company through our Investor Forum. A heritage brand which was bought…
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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…
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WHIreland Corporate & Institutional Broking recently hosted its inaugural Non-Executive Director dinner with attendees representing a wide range of companies from across the small and mid-cap market. Guest speaker Tim…
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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…
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After a successful launch last year, WHIreland Investor Forum is delighted to announce its first exit for participating members from an investee company.
The WHIreland Investor Forum was launched in…
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