Services for individuals

Why let us help you?

At all times, however you choose to work with us, our focus is on providing you with a personal service, speaking to you in plain English and working within our proven investment process.

 

 

Our core wealth management services

 

Additional Discretionary Investment Services

We also offer these additional tax efficient investment services dependent upon your needs and financial goals.

Discretionary Enterprise Investment Scheme (EIS) Portfolio Service

The Portfolio focuses on investing in EIS qualifying companies quoted on the AIM Market and is managed by our experienced AIM Portfolio Manager, Paul Sheehan, supported by our specialist AIM research team.   

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Inheritance Tax (IHT) Portfolio Service

Our Inheritance Tax Portfolio service helps you pass on more of your wealth by investing in Business Relief qualifying companies quoted on the Alternative Investment Market (AIM).  

Business Relief qualifying assets that are held for a minimum of two years are exempt from Inheritance Tax (if still held upon death).

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You might also be interested in... 

Investor Insights
Published quarterly,Investor Insights is delivered straight to your email inbox and is designed to bring you up to date on global markets as well as other wealth management related topics affecting our clients.

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Glossary of investment terms
We have prepared this glossary to provide you with an explanation of some of the commonly used investment and technical terms you may find reference to throughout our website, literature and general correspondence with you.

  VIEW OUR GLOSSARY

Our current interest rates

Information on cash balances held on call deposit

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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.

  OUR OFFICES

To find out more call us on +44 (0)20 7220 1666