Wealth Management – WHIreland

Helping you see
the bigger picture.

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About WHIreland Wealth Management

WHIreland has a long history of working within wealth management, managing the wealth of a diverse range of private, charity, corporate and institutional clients. As a leading wealth management firm, our focus is on providing you with clear, simple, jargon-free advice and to offer you a bespoke wealth management service, tailored to suit your needs.

As an award winning wealth management firm, we help our clients see the bigger investment  picture and ensure we have the right sense of perspective to achieve results.

While the key to successful wealth management is to never lose sight of our client’s long term goals, the skill is to make sure every decision counts towards them.

Our investment philosophy

Fundamental to our investment philosophy is that the money we invest is not ours. In simple terms, we aim to protect and grow wealth over time.

Latest news

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 the oil processing facilities in Saudi Arabia. Fixed interest returns remained positive though the year-long rally driven by expectations of lower interest rates and a…

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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 late or too early to save for your retirement goals. Here are 5 benefits to investing in your pension: Up to 45% tax relief –…

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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 them success in all their initiatives. Read more here: https://www.dorpip.org.uk/  Pictured: Craig Allison, Head of Poole office with Viv Allen, Founder of DorPIP.

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Find your local WHIreland office

We can advise you on a range of wealth management and investment services. With a regional presence across the UK, learn more at an office near you.

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To find out more call us on 0800 877 8866