Financial Planning

Secure your future

Achieve your goals by drawing on a personal financial planning service that is tailored to your needs.

  • Build a plan for you
    Planning your financial future is important for your security and peace of mind. Whether building a financial plan with you from the start, or reviewing your arrangements, we can give you expert and impartial advice that can help you meet your goals.
  • Comprehensive advice
    Receive comprehensive advice and recommendations based solely on what is best for you and your personal circumstances.
Joe Hanrahan - Head of retirement & financial planning
‘Investec prides itself on being able to manage client portfolios on a bespoke basis, working with clients individually.’

Joe Hanrahan, Head of retirement & financial planning, Investec Wealth & Investment Ireland

Our Financial Planning services

Independent Financial Review

The first step to realising your long and short-term financial ambitions is to take stock of your situation. We can help you carry out a full review of your finances, before creating a personal financial plan to achieve your life goals.  

Retirement Planning

You look forward to spending your time the way you want to when you retire, and it’s essential to have enough funds to do that. We help you create a flexible plan to make sure you can enjoy yourself in later life and still look after your family.

Estate Planning

After a lifetime of hard work, you are likely to want to protect your wealth and pass it on to the right people, at the right time. We’re here to discuss the best options for you and your estate.

Life Assurance

Through life assurance, existing private clients will have the opportunity to protect their lives, lifestyles, family and wealth.

Andrew Fahy - Head of Tax and Financial Planning, Investec Wealth and Investment Ireland
‘Investec offers a bespoke service to our clients on an individual basis, based on their own personal circumstances.’

Andrew Fahy, Head of Tax & Financial Planning, Investec Wealth & Investment Ireland

Why choose Financial Planning from Investec Wealth & Investment?

You won’t be sold products
Each relationship starts with a blank piece of paper, with no products to sell. We believe this is the best way to deliver financial planning.
 
You will benefit from a supportive, collaborative relationship
Our relationship with you will continue to flourish after we have implemented your personal financial plan. So much of financial planning is about mutual trust and respect; whether that’s helping you invest for the future, protect your family or manage your tax situation.
 
You will be kept up to date on any changes
With taxation rules and legislation continuously changing, your plan will remain up to date and we’ll keep you informed of any changes and new opportunities.
 
You can receive dedicated reviews and ongoing advice
Avoid hazards such as expensive or frustrating mistakes due to poor tax-planning, missed opportunities or emotional bias that can negatively influence your decision making.
 
We will react quickly to safeguard your investments
Sometimes the speed at which you can react to change can be important, Having us with you as retained advisers can help here too. We often suggest strategies for reaching your goals that you might not have considered.

It all starts with a conversation

  • Joe Hanrahan

    Joe Hanrahan

    Head of Retirement & Financial Planning

    If you would like to know more about our Financial Planning services, give me a call or complete our contact form.

  • Andrew Fahy

    Andrew Fahy

    Head of Tax & Financial Planning, Investec Wealth & Investment

    If you would like to know more about our international and offshore investment management services, please give me a call or complete our contact form.

It all starts with a conversation

Joe Hanrahan
Andrew Fahy

Joe Hanrahan

Head of Retirement & Financial Planning

If you would like to know more about our Financial Planning services, give me a call or complete our contact form.

Andrew Fahy

Head of Tax & Financial Planning, Investec Wealth & Investment

If you would like to know more about our international and offshore investment management services, please give me a call or complete our contact form.

Investec wealth & investment save now spend later millennials infographic

Millennials live for today

New research conducted by Consumer Intelligence In September 2016 on behalf of Investec Wealth & Investment reveals that millennials prefer to enjoy themselves now rather than save for the future.

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