Best Advice, Better Results

Private Clients & Wealth Management

At UHY FDW we pride ourselves on understanding our clients and listening to their needs. We use this information to provide the optimum recommendations for each individual client. Our team has experience working with both individuals and companies from a wide range of industry sectors at various stages of their life cycle both in Ireland and Northern Ireland. We also deal increasingly with mobile clients who require advice that will meet their needs no matter where in the world they reside. We increasingly link up with our colleagues in UHY offices worldwide to produce plans that cover multiple jurisdictions.

Our Wealth Management and Private Client services combine the following services to give you a tailored solution to meet your needs:

  • Tax Planning
  • Pension & Retirement Planning Insurance and Protection Succession Planning
  • Living Will Advice
  • Investment Advice

For more information, please contact Alan Farrelly.

 

Our partners, One Finance, specialise in all aspects of Financial Planning from pensions and investments to life cover and mortgages, offering independent financial advice to clients all over Ireland. With an extensive range of skills and experience in investments, pensions, life and health insurance, they ensure they can plan for your financial future with confidence.

Visit their website

 

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