Financial Services / Private Wealth Management
BDO Simpson Xavier, Limerick provides a professional and highly confidential investment and financial management service to high net worth private clients. The focus of BDO Private Wealth Management is provide our clients with a tailored and dedicated financial management service. Our distinctive wealth management service bases its success on a number of key principles.
Expertise - our team includes qualified investment advisors, pension and tax consultants along with chartered accountants.
Independence - We are uniquely positioned to advise you on your financial strategy because we act as advisors and not product vendors. This allows you have access to the fullest range of products on the market and ensures greater transparency by avoiding hidden charges.
Innovation - Along with keeping informed of the marketplace offerings we constantly innovate to create new opportunities for our clients.
Personalised - Successful individuals do not have enough time to devote to personal financial affairs. Our role is to mange your finances on your behalf and find a personalised balance between return, risk and liquidity.
Added Value - Ultimately in your dealings with BDO Simpson Xavier Wealth Management we add value to all elements of the wealth management process.
What is involved?
As part of our wealth management process we will examine and analyse your
- Income Sources
- Equity Holdings
- Investments
- Tax situation
- Loans
- Insurance Cover
- Pension arrangements
We will then issue a needs analysis report. This will identify
the areas to be addressed in your financial planning and will
form the basis for our reviews and implementation strategy in
partnership with the client.
Please contact our Private Wealth Management
division to discuss your private wealth management needs on 061-414455.
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