Wealth Planning

At WH Ireland we believe that financial planning is the process of meeting your life goals through effective, ongoing management of your finances. There is no one size fits all solution when it comes to financial planning. Our highly qualified and experienced Independent Financial Planners will tailor individual solutions which are completely bespoke to your own personal concerns, responsibilities and ambitions. 

Whether you are a private individual, a business or a trust we can help you to meet your financial goals by offering an ongoing service to ensure that over the long term you stay on track to achieving your objectives.

Our Independent Financial Planners are committed to offering you the best advice and personal service in the following areas:

Pensions

We will help to clarify your current pension provision and put in place a realistic plan to meet your income requirements to enjoy a full retirement.

Tax Planning

We will consider your current and future tax position to ensure that every product offered will maximise the tax benefits available for your personal circumstances.

Inheritance Tax

Having accumulated wealth over the years the last thing you want is for a majority of this to be paid to the taxman on death. We can put together a variety of structures to help mitigate or substantially reduce this liability.

Investments

Whether looking for capital growth or income when investing your funds, we will research the whole of the investment market to find the most suitable investment vehicle for you, taking account of your financial objectives and your appetite for risk.

Protection

This should be part of everyone's financial planning. Whether you need to protect your income, cover your liability or protect your family in the event of untimely death or long term ill health we can help you get the type of protection that suits your personal circumstances.

Long Term Care Planning

Whether you are planning ahead or you have a family member with an immediate need we can assist you in arranging guaranteed payments for life to cover the cost of long term care. 

Mortgages

We can provide you with competitive mortgage rates from the whole of the market; we monitor the latest product changes on your behalf and provide you with independent advice.

Equity Release

If you need to release some of the capital from your home, we are available to discuss whether this is an appropriate course of action to meet your needs.