Dedicated to Providing Personalised Investment and Retirement Planning Solutions
Whatever your investing or retirement planning requirements; tax efficiency, environmental sustainability, taking care of your heirs or just the comfort of knowing you are dealing with an experienced professional, at Global Wealth we ensure that our clients receive a personalised service.
As Ireland’s only Chartered Financial Planners, we collaborate closely with our peers in third-party accountancy and legal professional service firms to deliver unique and highly tax efficient solutions for our clients.
Since 2008, we’ve developed an innovative positioning in the Irish market, challenging the status quo of a largely commission-based product sales environment. We put our client’s best interests first and at the core of everything that we do.
Our mission is to change the way people safeguard their long-term financial success by working together to create tailored solutions.
We achieve this by:
Bringing clarity to the the planning process in order to create structure and a strategy based on your needs.
Providing insights into how markets work and how investor’s emotions can be the greatest barrier to a successful investment experience.
Building realistic, long-term expectations of performance and ignoring short-term market “noise.”
Managing the drag on performance, namely taxation and investment fees.
A professional partnership with other professional service firms such as accountants, lawyers and tax consultants.
How Are We Different?
We don’t act as an agent of a product provider, selling financial products in order to earn commissions. We act as our client’s agents, with a personal letter of engagement in common with lawyers and accountants. We are different because we always approach the advice process with the client’s needs at the centre, focusing on improving after tax returns, developing solutions in-house as well as outsourcing in order to solve complex problems for investors.
Whether You’re An
Looking for objective commission-free investment or retirement planning advice for your client or for yourself.
We offer a tailored approach to financial planning and aim to provide you with a solution that is best suited to your unique circumstances. We look forward to learning more about you.