WHIreland Wealth Management

Independent Financial Adviser  13 Ravine Road, Poole, Dorset, BH12 4EJ
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Stockbroking services
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020
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 and internationally in the Isle of Man, 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
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020

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