Bank of Ireland Wealth Advice & Distribution
Name: Ronan Sherlock
Position: Wealth Manager
Company: Bank of Ireland Wealth Advice & Distribution
Address
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About Us
Bank of Ireland Wealth Advice & Distribution
Key Services
Expert Financial Advice
We provide expert advice to ensure business owners are maximising the tax benefits of their pension arrangements.
Personal Pension & Retirement planning
As we are likely to spend a third of our lives in retirement, planning for this time has never been more important. Whether you are starting on your pension journey, exploring your options or require a review of your existing arrangements, our Financial Consultants are here to simplify your journey.
Personal & Family Protection
Protecting your family’s finances in the event of a premature death, illness or disability is hugely important. Life, Illness and Income protection are all crucial plans that protect your family’s finances in an unforeseen event.
Business Protection
Business owners need to consider what would happen to their share of the business if they died prematurely along with the financial impact it could have on their family. Business Protection can will account for the financial implications in the event of a premature death.
Investment & Savings
Every client has different objectives and goals. We provide investment solutions for all clients’ needs from those that can guarantee 100% capital security to high risk funds that offer the potential for high returns on your investment.
Inheritance Planning
Inheritance Tax protection is a life assurance policy designed to provide a lump sum to meet an Inheritance Tax liability.