Before we invest any of your money, we will take the time to thoroughly understand you and your financial goals and aspirations and make recommendations on how best to achieve those goals. We will then implement your agreed investment strategy and regularly report directly to you through meetings, either face-to-face or by telephone and by printed portfolio valuation. You may also view your portfolio online, at any time, via our secure online portal or smartphone app.
Your portfolio can include a wide range of investments and we will work with you to structure it in the most tax efficient manner, using ISAs, personal pensions such as SIPPs, Trusts or offshore bonds. Your investment manager can work alongside your other advisers to ensure that your portfolio is managed in the context of your wider wealth planning goals.
|Access to a dedicated Investment Manager to actively manage your investments, ensuring a suitable strategy remains in place to meet your objectives.|
|Secure web access available 24 hours a day, 7 days a week to view real time valuations, contract notes and performance data.|
|Custody facilities for the safekeeping and administration of your investments.|
|Individual Savings Account (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.|
|A half yearly magazine providing updates on the latest at WHIreland, external factors that affect your investments, and a general update on financial planning considerations.|
Contact us to find out how we can help
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.
To find out more call us on 0800 877 8866