The day-to-day investment decisions will be made by our experts, allowing us to act quickly & take advantage of undesirable risks such as market timings & opportunities as they arise.
We make sure you aren’t paying more tax than you need to, taking 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.
We have a dedicated research team producing company notes, sector notes, regular commentary, and extensive market research.
For investments of £150,000+
A dedicated specialist Investment Manager will work with you to fully understand your investment objectives, time horizon and risk appetite and then actively manage your investments based on those parameters. This service allows us to manage your portfolio and make investment decisions on your behalf within your agreed mandate.
Our ability to act quickly will allow us to manage both risk and opportunity as they arise.
For investments of £50,000+
Managed by our in-house specialist research team, this service is designed to provide a low cost, diverse, actively managed investment solution with a wide range of discretionary model portfolios designed to continue to meet the full spectrum of risk appetites.
There is no requirement for an annual review if your financial circumstances remain unchanged.
 | Access to a dedicated Investment Manager to manage your investments, ensuring a suitable strategy remains in place to meet your objectives. |
| Access to a specialist Financial Planner providing a tailored & tax efficient plan for life’s events; including retirement, inheritance tax planning and lifestyle protection. |
| Secure 24/7 web access to track your investments |
| Secure custody facilities for the safekeeping & administration of your investments |
| Flexible ISA tax wrapper at no extra cost |
| Regular income payments either to your nominated bank account or to your portfolio for reinvestment |
| An annual tax package including capital gains computation and consolidated tax certificates |
In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.
82% of our clients are overall satisfied with the service they are receiving from us.
https://vimeo.com/868066509/f7cf440b65?share=copy https://vimeo.com/868066509/f7cf440b65?share=copy WH Ireland Group Plc (“WH Ireland” or the “Company” and with its subsidiaries the “Group”) Financial Results for the Twelve Months ended 31 March 2023 Notice of AGM…
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World markets summary: In what was a volatile month, very few asset classes provided positive returns in August, with the exception of oil. August is a notoriously tricky month for…
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World markets summary: July was a good month for investors as the mood was buoyed by positive developments on both the inflation and profit front as well as increased stimulus…
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