Services for individuals – WHIreland

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Our services for individuals

Expert advice you can count on

The expert advice that we provide is unbiased, professional and jargon free. Our objective is to help you through today’s complex financial world in areas such as investments, retirement or pension planning, to ensure your wealth and financial needs are being met.

Upon becoming a client, you will benefit from full access to our in-house team of investment and financial planning experts.

What are your priorities?

  • How can I grow my wealth?

    Whether you are looking to save, invest, or create a financial plan, we can help you achieve your goals.

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  • Am I ready for life after work?

    Take a step back and make the most of the rewards of a lifetime of hard work. Whatever you want to do after retirement, we are here to help you plan for the life you want.

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  • How can I support my loved ones when I’m gone?

    We can provide effective & efficient solutions so that you can continue to provide for your loved ones when you are gone.

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Why choose WHIreland?

Helping you see the bigger picture

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. We have a proven track record in advising our clients with their financial requirements, and are extremely proud that our achievements have seen recognition through industry awards and client feedback.

                

How much does it cost?

Not as much as you might think.

  Find out more about our charges for managing your investments.

How we work

Personal

We specialise in providing a tailored and personalised financial plan for our clients, created with your goals in mind.

Independent

We offer independent financial advice based on a thorough and fair analysis of the relevant market for Retail Investment Products. If our advice goes beyond Retail Investment Products and a discretionary management service is suitable for you, then our advice will be focused on our services.

Flexible

In order to diversify your investments and reduce risk as much as possible, your portfolio will include a wide range of investments from equities and bonds, to a range of alternatives.

Tax efficient

We make sure you aren’t paying more tax than you need to, by structuring your assets to take advantage of Income, Capital Gains and Inheritance Tax allowances. We will also use ISA’s, Pensions and Offshore Bonds as well as utilising Business Relief exemptions.

Monitored

We help you with day to day investment decisions, relieving you of the burden of having to react to fast moving markets and changing economic circumstances. Our performance is also externally monitored, providing you with peace of mind.

In control

As your circumstances, objectives, and attitude to risk changes, our regular reviews ensure that all available tax allowances, exemptions and reliefs are considered and that you remain in control of your finances.

Find your local WHIreland office

We have six offices based regionally across the United Kingdom.

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Contact us to find out how we can help

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To find out more call us on 0800 877 8866