Awards and Testimonials – WHIreland

Awards and testimonials

We have a proven track record in helping our clients grow their assets and preserve their wealth and are extremely proud that our achievements have seen recognition through industry awards and client feedback.

Our awards in 2019

Winners of the ‘Best
Domestic Clients’ Team’
category at the 2019 Wealth
Adviser Awards
Awarded the ‘Suggestus 3D
Award 2019’ by ARC (Asset
Risk Consultants)
Nominated within the
‘Discretionary’ category at
the City of London Wealth
Management Awards 2019
Shortlisted in the ‘London’
category at the 2019
Regional Stars Awards

Our awards in 2018

Winners of the ‘Best Domestic Clients’ Team’ category at the 2018 Wealth Adviser Awards Shortlisted in the ‘Financial Adviser of the Year’ category at the 2018 MoneyAge Awards Shortlisted in the ‘Investment Management Company of the Year – Isle of Man’ category at the 2018 IFC Awards Named in the 2018
thewealthnet’s ‘Top
Financial Planning
Companies’

Our awards in 2017

Winners of the ‘Best Domestic Clients’ Team’ category at the 2017 Wealth Adviser Awards Awarded the ‘Suggestus 3D Award 2017’ by ARC (Asset Risk Consultants) Finalists within the‘Investment Performance – Defensive Portfolios’ category at the PAM (Private Asset Managers) Awards 2017 Nominated within the ‘Advisory’ and ‘Discretionary’ categories at the City of London Wealth Management Awards 2017

Our awards in 2016

Winners of the ‘Best International Clients’ Team’category at the 2016 Wealth Adviser Awards Winners of the ‘Best Balanced Portfolio’ category at the Citywire Wealth Management Performance Awards 2016 Finalists in the ‘Best International Wealth Management Provider (UK)’category at the International Fund & Product Awards 2016 Named ‘Wealth Management Firm of the Year’ at the Finance Monthly Global Awards 2016

What our clients say

“I met with Peter Everitt from WHIreland to discuss my retirement plans, Peter took all the relevant information away and asked me some key questions around what I wanted to achieve at retirement. We met a couple of weeks a later and compared ‘like with like’. I spent a few hours with Peter discussing the pros and cons of transferring, and he clearly explained what benefits I would gain and what benefits I would lose. I felt that this was a very honest discussion with no ‘sales’ pressure applied. I wholly recommend Peter and his services. His depth of knowledge, experience and passion for pensions made me sure I’d made the right choice.”

Client of Peter Everitt, WHIreland Wealth Planning


“Just a quick note to thank you for your openness and excellent service in helping me with my pension. My pension is no longer stuck in a dead end scheme and I can now see a much better, more secure future in my retirement.”

Client of Peter Everitt, WHIreland Wealth Planning


“Having been in sales all my life, I am used to seeing or being on the wrong end of the hard sell. It was good to be allowed the time to discuss all the options open to me and have up-front knowledge of how you get paid. I felt under no pressure at all to make a hurried decision and I so appreciated that.”

Client of Peter Everitt, WHIreland Wealth Planning


“I’m not always the easiest person to please and am generally fairly nervous about trusting someone with my financial planning having had bad advice previously. This time I decided to do it right and ‘auditioned’ for want of a better word 4 different financial advisers. I met with them many times so I could fully understand the relationship and the ongoing service my wife and I would receive as well as obviously getting the structure correct in the first place. I have now been working with Zoltan Molnar at WHIreland Wealth Planning for 3 years and I know I made the right decision. All of the initial, medium and long term objectives I set are in the process of being achieved and with every review meeting I have become more confident and comfortable that our wealth planning needs are in safe hands.”

Clients of Zoltan Molnar, WHIreland Wealth Planning


“As the deputies of a large personal injury claim, on behalf of our son we were determined to take our responsibilities seriously so we could establish the best course of action to make sure he could lead as comfortable a life as possible with everything he needed, and be safe in the knowledge that the award he had been granted would provide for him the rest of his lifetime. Tom Williams at WHIreland Wealth Planning has been fantastic, he has put together a flexible tax efficient structure that we can easily understand. He has taken the stress out of what was already a difficult time for us.”

Clients of Tom Williams, WHIreland Wealth Planning


“I was aware that we had an inheritance tax issue but always figured there was plenty of time to do something about it so that our children could have the maximum benefit from our estate and not the tax man. When my husband died, I felt extremely vulnerable and knew I had to take action to get my finances in order. Angela Wise at WHIreland Wealth Planning has been so patient with me to talk me through my options and explain the different strategies we could put in place. She has really made me feel at ease to make the decision I’ve been putting off for years. I now know that everything is in order and Angela continually keeps me up-to-date with regular reviews. I don’t know where I would be without her.”

Client of Angela Wise, WHIreland Wealth Planning


“Since being introduced to Angela Wise at WHIreland Wealth Planning, she has always dealt with my financial affairs in a professional but personable manner. My financial situation has not always been straightforward, and Angela has spent much time and consideration reviewing the wider picture and continues to provide the highest quality advice. I have been so happy with the advice received and the ongoing service, I would have no hesitation in recommending Angela to others; in fact I already have!”

Client of Angela Wise, WHIreland Wealth Planning


“Our Wealth Planner has been a breath of fresh air since I became a clients of hers, she is extremely knowledgeable and trustworthy. Having changed jobs numerous times throughout the years and never really staying on track where I was with my pension plans; I knew I had them but too many of them to really understand what benefit they were to me. As I was getting ever closer to retirement and being constantly bombarded with pension information in the press, I decided it was time to seek advice from a professional to have a clear idea of what I should do and how my retirement planning should be structured. Our Planner took the time to understand my current situation, my risk profile and my future plans so that I had a clear set of achievable objectives. She put all of my pension plans in order, has given me a clear advice how to maximize my pension now while I’m still working, and given me the confidence to know that retirement will be something to look forward to as I can have the right balance of security and flexibility.”

Client of WHIreland Wealth Planning


“I have been a client of WHIreland for many years. To ensure that my investment was in good hands I work with Angela. Angela’s manner, honesty and professionalism allow me to trust your Company with my total portfolio. I always receive advice as to either protecting my current portfolio or different ways to increase it.  In the time she has handled my account my investment has grown and so has my trust in the Company. She is a total asset to your Company and a true and trustworthy person.“

Client of Angela Wise, WHIreland Wealth Planning 


“Thank you for sending the portfolio valuations and tax/income information for my mother and myself so promptly. We are both very pleased with the performance of all of our portfolios over the last year and much thanks for your investment advice.”

Clients of an Investment Manager, London


“Between you and your colleagues, you have done the most fantastic job of resolving the affairs left following my father’s death. I want to thank you for all the help you have given to this lengthy and complex process. WHIreland have been great supporters of us through thick and thin and your professionalism and commitment is most appreciated by me.”

Client of an Investment Manager, London 


We value our relationship with WHIreland because of the access you have to the type and size of AIM stocks that make up the bulk of our portfolio. Your research and execution ability is excellent and there are a number of companies on our watch list which your analysts cover.”

Clients of an Investment Manager, London 


We have been with WHIreland for over 8 years now. Over that period we have had a very good service and advice from Craig, and more recently Robert, whenever we talk over the phone or via email. It never seems we are under any pressure but feel reassured by WHIreland that the decision is in our best interest. Craig has been to see us on several occasions and that has made it easier for us to make decisions on investments and discuss our plans which is a tremendous relief. We feel that WHIreland takes the individuals preferences and goals seriously which I believe to be the correct way to help clients.”

Clients of Craig Allison and Robert Matthews, Poole

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To find out more contact us on 0800 877 8866