Personal Wealth Management

When much of your time is spent developing your businesses and / or careers, you don’t always have the time or expertise to grow and manage your personal wealth to its maximum potential.

Similarly you may have adopted an ad-hoc approach to financial planning seeking advice from different sources and at different points in time. Whilst this advice may have been appropriate at that time, a financial makeover may now be needed to reflect any changes in your personal circumstances.

Our team can help you determine what type of financial makeover you may need.

We provide a service designed to assist you maximise your personal wealth and achieve your personal financial objectives. In essence, our aim is to assist individuals with achieving a level of personal wealth in the future so that work becomes an option, not a necessity.

We begin by examining your personal objectives and family situation. We can then help you devise a customised personal financial plan to be implemented over time. This plan is designed to be a blueprint that covers your entire future financial planning.

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BDO is a firm of registered auditors and is registered to carry on audit work in Ireland and the UK by the Institute of Chartered Accountants in Ireland. Details about our audit registration can be viewed at www.auditregister.org.uk under reference number 223876. BDO is also authorised to carry on investment business in the Republic of Ireland by the Institute of Chartered Accountants in Ireland.