Products & services
Please select the links to the left for further information on our Products and Services.
Discretionary Portfolio Management
WH Ireland offers a Discretionary Portfolio Management service for clients wishing to delegate decision-making on investment matters to a team of dedicated professional advisers, WH Ireland taking full responsibility for all investment and administration matters.
Together we agree an investment strategy based on your financial circumstances and investment objectives, including any ethical considerations. We will then manage your assets strictly according to these criteria.
Portfolio valuations are provided every six months and at the end of each financial year we will produce a comprehensive investment report including full tax schedules.
Advisory Portfolio Management
Our Advisory Portfolio Management services are designed for clients who wish to have an active involvement in investment matters and retain responsibility for making their own investment decisions. We help you to define your investment objectives and work closely with you, providing advice on all investment matters.
At WH Ireland we recognise the unique circumstances and objectives of each client. Our advice on your investments is based on quality research and the skills, knowledge and experience of your investment manager, who will carefully monitor and guide your investment portfolio.
Portfolio valuations are provided every six months and at the end of the financial year we will produce a comprehensive investment report including full tax schedules.
Execution Only Dealing
Our Dealing service has been designed for the client who does not wish to receive investment advice. Under these rules, WH Ireland Ltd is not allowed to give any investment advice whatsoever.
Charities and Trusts
Specialist investment management services are available for Charities, Trusts and Pension Schemes.
Tax Mitigation Portfolios
WH Ireland offers a comprehensive selection of smaller company portfolios designed to provide the added benefit of tax relief.
SIPPs
WH Ireland is offering a specialist Self-Invested Personal Pension Plan giving you the opportunity to manage your pension arrangements utilising your own skills or with the assistance of your WH Ireland investment adviser/manager.
ISAs
WH Ireland is an authorised PEP manager and has in excess of £129m under management. Individual Savings Accounts (ISAs) were introduced on 6 April 1999 in order to replace PEPs.
WH Ireland is a registered ISA provider, offering a service which allows clients to make the most of this product through a wide range of qualifying investments.
