• People Meeting 7
    Our expert wealth planning advice is
    independent, unbiased and jargon free.

Securing your financial future

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

How will your expert wealth planning advice help me?

Your wealth may have been accumulated through investments, earnings, an inheritance or a successful business, however, securing the financial future of you and your family, particularly post-retirement, is essential. Many people believe that financial and wealth planning advice is the preserve of the wealthy; however whether you have a nest-egg or you want to address your retirement planning needs, everyone can benefit from our expert wealth planning advice.

You may be looking to:

•  help a family member get onto the property ladder
•  provide adequate protection for you and your family should the unexpected happen
•  ensure your wealth and pension last throughout retirement and provide a comfortable lifestyle
•  protect and preserve your wealth ensuring it is passed on efficiently to your family upon death
•  plan for repayment of a mortgage, school fees for your children or later life care

How do you know if seeking expert wealth planning advice is right for you?

We understand that the world of financial services can be a complex area. Having a financial plan that continues to evolve with you, helping you to move towards achieving your financial ambitions and goals, can make a significant difference.

Many people do not have the time nor the understanding of the ever-changing pensions legislation or the myriad of products and services that are available, to undertake effective retirement planning in the UK, and thus, securing their financial future. Whether you are a working individual, have children or run a business, securing yours and your family’s financial future is essential.

Why let us help you?

Whether your goal is retirement planning, investing for post-retirement or protecting and preserving your wealth, our expert Wealth Planners will take the time to thoroughly understand your financial ambitions and goals, your attitude towards risk and any concerns you may have. From this, we will provide unbiased and objective advice and recommend a financial plan that can continue to evolve with you.

  Read our free guide to buying financial advice

Our expert Wealth Planners

Whether your goal is retirement planning or protecting and preserving your wealth, our expert Wealth Planners will take the time to thoroughly understand your financial ambitions and goals, your attitude towards risk and any concerns you may have.

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.

To find out more call us on 0800 877 8866