Effective and efficient solutions

Protecting and preserving your wealth is at the core of what we do; we will provide suitable recommendations that will assist you in meeting your financial goals and ambitions.

Investment wrappers such as ISAs are designed to protect your investments from Capital Gains Tax (CGT). Where appropriate, we will also recommend establishing other types of investment wrappers such as pensions, offshore bonds and trust accounts to ensure you are capitalising on the available allowances.

Sometimes, using a combination of different wrappers may be the best solution which offers flexibility to react to changing legislation and circumstances. At other times, keeping matters simple may be appropriate. This will depend on your personal situation and your financial ambitions and goals.

"Our objective is to help you through today's complex financial world"

Learn more from one of our case studies

  Accessing pension funds for mortgage repayment

  Pension vs ISA for retirement income

  Drawdown pension vs buy to let property

Other areas we can help you

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 our more call us on 0800 877 8866