Wealth Management in Cardiff – WH Ireland Financial Services Company, Wealth Management & Corporate Broking | WHIreland

Wealth Management in Cardiff

Our Cardiff office has been situated in St Andrew’s Crescent since 2001 and is a leading provider of Wealth Management services in South Wales. Our core services include investment management services for individuals, trusts, pension funds, charities, and companies, both as direct clients and indirectly via intermediaries, alongside Financial Planning from our Cardiff-based Financial Planning team. We pride ourselves on providing a high-quality service that will include regular contact throughout the year.

We manage portfolios for local charities and are pleased to offer them our support. Naturally, we are great supporters of our national sports teams.

Our core services cover both bespoke portfolio investment management and independent financial planning. Our advice covers the full range of investment products including Individual Savings Accounts (ISA), Self Invested Pension Plans (SIPP), Trusts, Investment Bonds, Offshore Bonds, Venture Capital Trusts (VCT) and Business Property Relief Portfolio. Specialist areas including Estate and Succession Planning including Inheritance Tax advice and also Personal Injury and Clinical Injury Settlements planning.

If you would like to find out more about the Wealth Management and Financial Planning services offered in Cardiff, please contact us by telephone or email and we will be pleased to discuss your requirements.

Our people

Speak to our team in Cardiff