WHIreland Wealth Management

Independent Financial Adviser  13 Ravine Road, Poole, Dorset, BH13 7HS
First meeting at adviser's own cost
We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Stockbroking services
Response rating
9.5/10
check
FCA authorised
Last authorised 18th January 2021
Meet our advisers
Sean O'Brien
Wealth Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

WHIreland has a long history of working with and managing the wealth of a diverse range of private, charity, corporate and institutional clients. Our firm belief is to build long-term relationships based on trust whilst placing our clients’ needs at the centre of everything we do.
From our presence across the United Kingdom, our investment experts will work with you, and where appropriate your advisers, to fully understand your investment requirements. They are focused on providing a jargon-free service no matter how you wish your wealth to be managed.

Where to find us
Head office address: 13 Ravine Road, Canford Cliffs, Poole, Dorset, BH13 7HS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 18th January 2021

Similar advisers near you

Independent Financial Adviser 0.98 mi
Our mission is to make complicated financial matters simple and take away our clients' worries. Our aim is for you to achieve and enjoy financial freedom.
 
Independent Financial Adviser 1.07 mi
Advising clients since 2005, I'm passionate and committed to helping people make more informed financial decisions through personalised, life-centred financial planning. For clarity, peace of mind and confidence, contact me today.
 
Independent Financial Adviser 1.17 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.28 mi
Independent Financial Advisor and Independent Mortgage Advisors (Whole of Market).