• Open, fair and transparent

Fees for our services

The initial meeting is at our expense and will allow you to fully understand more about our wealth planning service.

During this meeting we will establish your specific objectives and requirements. Fees will be agreed and confirmed in writing before we undertake any research or analysis on your behalf.


Our wealth planning experts can help with retirement and long-term care planning, financial protection for you and your family, estate planning, savings and investments.

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