Welcome to Imperius Wealth
Retire on Your Terms.
Why Imperius Wealth?
Imperius Wealth is a group of senior financial experts, among some of the most qualified in Ireland, each with 20 years intricate experience in Irish and overseas financial services. After working at high-profile firms and with high-profile clients, we came together to create a very specialist and bespoke financial advisory firm.
At Imperius Wealth, we combine our professional networks and expertise with a genuine will to make your Wealth Management more personal. We do not simply facilitate transactions. We offer a truly tailored service and forge lasting life-long relationships with the people we help.
Talk to Ireland’s leading team of internationally accredited financial advisers today.
WHO WE WORK WITH
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MEET THE TEAM
Gerard Frew QFA
Gerard is a highly experienced Chartered Adviser who over more than 20 years...Read Bio
Andrew Cree BFS,QFA,CFP®
Andrew is a Senior Financial Planner with more than 20 years’ experience helping...Read Bio
Mike Shannon CFP®
Mike is a Senior Financial Planner with a deep knowledge of cross-border retirement...Read Bio
Johnny Mulholland QFA,RPA,SIA®
Johnny is a Senior Financial Adviser with over 15 years’ experience dealing with...Read Bio
Jason O’Connell QFA
Jason is a dual authorised financial planner with almost 2 decades' experience in...Read Bio
EXPERTISE YOU CAN TRUST
Whatever your needs, our aim is to help you take control of your money and future plans. To do this, we illustrate various methods and models that detail how you could reach your chosen financial destination in the most efficient and robust manner possible.
We offer a wide range of financial planning and wealth management services, as well as long term partner programs.
We have a commitment to transparency and offer a truly personal service. Integrity is at the heart of our philosophy, and our clients’ needs always come ahead of our own.
Our advisers have been providing expert financial advice for 20+ years and have intricate knowledge of Irish and cross border retirement and investment planning.
We have helped hundreds of clients successfully navigate cross-border finances, and almost all of our advisers have personally experienced living and working abroad.
We do not simply facilitate transactions. We offer a truly tailored service and forge lasting life-long relationships with the people we help.
What Our Clients Say About Us
How we work
This first thing we do is have an initial meeting. This is where we get to know you, get a picture of where you are now and what you want to achieve. This meeting will consist of questions about you, your finances and your goals. This will help us understand what you need from our service, and is the start of our journey together.
Tailor a plan
Once we receive this information we will begin to structure a financial plan tailored to your goals, we will review this together to ensure we have everything the way you want it and can agree the best way forward together.
Put it in action
Once you are happy with your plan, we put it into place. You can now relax knowing that your future is more secure. What’s more, after making recommendations and processing your financial plan, we will continue to keep in touch.
We pride ourselves on client communications. We have regular reviews and you can choose the level of service that suits you, be that once or multiple times a year. We also utilise a market leading app to keep you up to date with the latest developments.
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