News & Views

WHIreland named in the 2018 thewealthnet’s Top Financial Planning Companies

The 2018 thewealthnet’s Top Financial Planning Companies recognises organisations that provide a high level of financial planning services to clients, and we are delighted that our team’s professionalism and commitment to providing expert advice has been acknowledged amongst some of the larger financial planning firms in the UK.

Each year the awards are built up via research and in-house market knowledge; and upon reflection of the change in the market over recent years, were recently expanded to include wealth managers and private banks, as a number of these firms now place financial planning as a crucial part of their services.

Head of Wealth Planning, Christy Morrison, commented: “We are delighted that the excellence and professionalism of our financial advice service has been further endorsed with this award.  The team take great pride in providing quality advice and developing long-term relationships with our clients to enable them to achieve their financial ambitions and goals.“