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Wealth management

Wealth management incorporates financial planning, investment portfolio management and a number of aggregated financial services. High net worth individuals, small business owners and families who desire the assistance of an Independent Financial Adviser (IFA) or financial planner, call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.

Wealth managers use their experience in estate planning, risk management, and their affiliations with tax and legal specialists, to manage the diverse holdings of high net worth clients.

We work with a Professional Partner, HerlihyClark Financial Limited who are Independent Financial Planners. Please contact us for details.

Estate planning
Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.
Personal tax planning
We offer a specialist personal tax planning service tailored to your individual needs that includes:
Retirement strategies
veryone hopes to maintain the same standard of living in retirement as they presently enjoy while working
Trusts and executorships
Trusts are extremely useful instruments for tax planning purposes