Welcome to Imperius Wealth
Retirement on your terms.
Who are Imperius Wealth?
Imperius Wealth is a group of senior financial planners, among some of the most qualified Wealth Managers 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 in Ireland 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.
So talk to Ireland’s leading team of internationally accredited Financial Advisers today or learn more about our core services below.
View our Financial Services Below
Early Retirement
The earlier you start retirement planning Ireland, the more fulfilling your retirement will be.
There’s nothing worse than seeing people who have worked all their life struggle to enjoy even a semi-comfortable retirement.
Expat Financial Planning
Expat financial planning is important whether you have moved to Ireland from overseas, moved away from Ireland or have recently returned.
Your expat status means your finances can be complex. Imperius Wealth can help guide you.
Pension & Financial Insurance
When it comes to financial planning, insurance isn’t the nuisance it has been most of your life.
With the right type of protection it gives you peace of mind knowing your family and assets are protected.
Financial Planning
One of Ireland’s foremost financial planning services, Imperius Wealth has a proven heritage of delivering all aspects of financial planning, including:
- Investment strategies
- Protection
- Retirement planning in tax efficient ways
Whatever your needs, our aim is to help you take control of your money and future plans.
Pension Fund Transfers
Pension fund transfers can be a particularly complex financial area with many factors to consider. Cross border transfers can also be complicated by how the rules of different jurisdictions affect expat finances.
Along with the usual range of financial services, Imperius Wealth also offers clients Retirement Coaching.
Retirement Planning
When thinking of retirement planning, remember that many of us will now spend more time retired than we do working.
We need to plan retirement like it’s a second career to make sure it’s both comfortable and fulfilling. Research shows that many people spend more time and effort in planning an annual holiday than they do on their retirement planning.
Wealth Management
Wealth management in Ireland is an ongoing process. It requires very different approaches depending on what stage of your life you are at – building wealth requires different strategies to the preservation of acquired wealth.
Whatever stage you are at, our advice process is centred on educating our clients to build the right strategies and select the right assets for their personal situation.
UK Pension Transfers
You have moved away from the UK and have settled into your new home, the kids are starting to settle in at school and the new job hasn’t started to become a chore.
It is usually at this point that we start to think of things in the country we used to call home and the things we have left there, family, friends, familiar food and MONEY!
Pension Auto Enrolment
On the 29th of March 2022 Minister for Social Protection, Heather Humphreys announced further details of Automatic Enrolment Retirement Savings System.
We are pleased to finally have details of these system, and this is definitely a positive move. Any measure that incentivises and aids private saving for retirement is good for the future of the country.
Meet our Team of Financial Experts
Gerard Frew
QFA
Gerard is a highly experienced Chartered Adviser who over more than 20 years…
Andrew Cree
BFS,QFA,CFP®
Andrew is a Senior Financial Planner with more than 20 years’ experience helping…
Mike Shannon
Director, B.Sc, MA, CFP®, SIA & QFA
Mike is a Senior Financial Planner with a deep knowledge of cross-border retirement…
Johnny Mulholland
QFA,RPA,SIA®
Johnny is a Senior Financial Adviser with over 15 years’ experience dealing with…
Financial Establishments We Work With
ABOUT US
Why Imperius Wealth?
Imperius Wealth is a group of senior financial experts, among some of the most qualified Wealth Managers 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 in Ireland 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.
Financial 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.
Integrity
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.
Experience
Our advisers have been providing expert financial advice for 20+ years and have intricate knowledge of Irish and cross border retirement and investment planning.
Specialist
We have helped hundreds of clients successfully navigate cross-border finances, and almost all of our advisers have personally experienced living and working abroad.
Trusted
We do not simply facilitate transactions. We offer a truly tailored service and forge lasting life-long relationships with the people we help.
Request a Free Consultation
Our Financial Roadmap
01.
Consultation
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.
02.
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.
03.
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.
04.
Ongoing management
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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