Retirement planning
How prepared are you for retirement? Many of us will now spend more time retired than we do working. That's a big change. We need to plan retirement like it’s a second career to make sure it’s both comfortable and exciting
Learn morePension transfer
Pension 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.
Learn moreWealth management
Wealth management 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.
Learn moreExpat finances
Whether you have moved to Ireland from abroad, moved overseas from Ireland or have recently returned home, your expat status means your finances can be complex, so you need to make sure you get the right advice.
Learn moreImperius Wealth
Ireland's leading team of internationally accredited financial advisers.
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 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.
Your questions, answered
Why choose Imperius Wealth?
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.
Services
Expertise you can trust
How can we help?
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.
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How we work
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.
Latest news and insights from Imperius Wealth
