Finance Monthly Global Awards 2016 Edition

65 FINANCE MONTHLY Finance Monthly Global Awards 2016 UNITED KINGDOM To find out how we can help you, your family or your clients, call us on: 0800 877 8866 Email: enquiries@whirelandwm.com Web: www.whirelandwm.com WEALTH MANAGEMENT FIRM OF THE YEAR Firm Profile WHIrelandWealthManagement is the investment armof WHIrelandGroup plc andwe provide discretionary and managed advisory services to individuals, corporates, trusts and institutional clients. By offering a highly personal, bespoke service we are able to provide timely advice and create long term relationships based on trust. We have a regional presence across the UK and internationally in the Isle of Man. Advice is at the core of what we do and, in addition to our investment services, we also provide an independent and unbiased wealth planning service which aims to provide financial peace of mind in areas such as retirement, pension and inheritance tax planning. The company can trace its roots back to the founding members of the Manchester Stock Exchange where William Henry Ireland began operating his stockbroking business from the Commercial Offices in Cross Street. In the 1980s the company took over J Stephens & Co, a local Manchester broker, before floating on AIM in 2000. We firmly believe that by placing our client’s needs at the centre of everything we do, WHIreland is well placed to provide timely, bespoke and helpful advice to a diverse range of clients. Our Services Our Wealth Management experts focus on providing clients with the level of service that they need, however they wish their money to be managed. Working with clients and their advisers to understand their requirements, we offer several options for managing portfolios, via a Bespoke Discretionary Management Service, or a Managed Advisory Service. We also offer advice for charities and a specialised Inheritance Tax (IHT) and Enterprise Investment Scheme (EIS) tax efficient portfolio service. Working Together We believe in the value of keeping our clients regularly updated on the investments we manage for them as well as important news on investment markets. If you become a client, as part of our ongoing service, you will benefit from a range of tailored communications and services. Our ongoing service to you at a glance • Updates to ensure you are fully informed of changes to tax and pensions. • Regular face-to-face review meetings with your Investment Manager. • Annual review of your investment goals and objectives. • Monthly and quarterly ‘insights’ communications which include investment news, updates, educational articles, case studies and market updates. • Secure online access to your portfolio. • Annual client pack including consolidated tax voucher, Capital Gains Tax Report and statements. • Access to tax efficient planning to ensure you utilise all annual tax allowances. Winner: