WHIreland Wealth Management

Independent Financial Adviser  13 Ravine Road, Poole, 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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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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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Group Pension/Stakeholder
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Group critical illness
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Group private medical insurance
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Stockbroking services
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Sean O'Brien
Wealth Planner

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

What our clients say
I’m so very happy and comfortable with my dealings with not only my investment manager but also all I come in contact with from WH Ireland. I recommend you to anyone I feel would be a suitable client.
WH Ireland Client, Poole
The personal contact, advice, and information I have had from my advisers have been excellent throughout the time I have been with the company.
WH Ireland Client, Poole
About us

WH Ireland 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, Poole, BH13 7HS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    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 13th September 2021

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