Frequently asked questions

What services do you offer?

Please look under Products and Services, or in our Intermediaries section.

I have a portfolio of investments but don’t have time to review it. Can you help me?

Yes. Please telephone a client adviser at any of the offices listed in our Contacts page, or speak to our head office reception on 0161 832 2174, who will put you in touch with an adviser.

I have a portfolio of £10,000. Does this fall within your minimum requirements?

Yes. Please contact any of our offices for more information.

What tax-free investments would you recommend?

There are a number of investments which have tax advantages. Please contact a client adviser at any of our offices, who will be happy to discuss your circumstances and advise you accordingly.

I have recently come into some money that I would like to invest in stocks and shares. What would you recommend?

In order to make an appropriate assessment of your investment requirements, you need to discuss your situation with a client adviser.

I have built up a collection of pension plans over the years. Is it possible to consolidate them?

Please discuss your situation with a pensions adviser by telephoning our head office on 0161 832 2174 and asking for the IFA department.

I have recently retired and received a lump sum which I now have to live from. What would you recommend?

In order to advise you we need to discuss all your financial circumstances with you. Please contact a client adviser by telephoning your nearest office, details of which can be found on the contacts page of the website.

I have invested in a number of PEPs, but unsure about what I should be doing with them. How can you help?

We will be happy to assist you. Please contact your nearest WH Ireland office, details of which can be found on the website under contacts.

Can you offer advice on which shares I should buy and sell?

Yes. Please contact a client adviser at any of our offices.

Do you have any services for people living outside the UK?

We will be happy to discuss your individual circumstances. Please contact John Scott in our Manchester office or John Eastgate at our London office, details of which can be found on our contacts page.

How do you charge for your services?

Please click here to download a PDF of our Service Description and Schedule of Charges, or for more information please speak to a client adviser.

What Corporate Finance services do you offer?

Please view our Corporate Finance section for more information.

What services do you offer to Institutional Investors?

We act for most of the leading investment Institutions. Please contact Matthew Davies or Gary Marshall at our Leeds office, tel 0113 394 6600.

Do you provide impartial advice for all aspects of financial planning?

Yes. Please contact Simon Pritchard Jones at our Manchester office on 0161 832 6644.