Advisory Role

To Charitable Organisations

The appropriate management and oversight of the Financial Assets of a Charity is crucial for the Charity to be able to fulfil its long-term Charitable objectives and to ensure that the real value of its capital is not reduced over time with inflation.

Why Choose Imperius Wealth?

We can advise your charity to create a bespoke Budget and Cashflow forecast plan which is aware of the seasonality and timing of fund raises and is aligned to your values and goals.
We believe that your Charities Board & Members are best supported by sharing the financial investment responsibility with a trusted financial advisor, enabling the Charity to focus on marketing and fund-raising efforts.
We are independent, as we are not tied to any one Asset Manager or Irish Insurance Manager. This allows us to recommend the ‘best in class ‘Asset Managers and investment solutions.
At Imperius Wealth, we have the expertise and experience to help your charity make better informed asset allocation and ethical investment decisions, enabling the Board to optimise your Charities funding resources.
All Imperius Wealth Advisors have attained the highest global financial planning designation, being the ‘CFP’ award. {Certified Financial Planner}
Our review process can compare the performance of your existing Manager against its Peer Group benchmark, with the focus on adding value.
We are licenced and regulated by the Central Bank of Ireland (No:50457) as an Investment Intermediary, under the Investment Intermediaries Act (1995).
We are a relationship focused broker; your designated Advisor will revert to you within 24 hours on any investment query or clarification.
Our investment review encompasses ESG & responsible investment benchmarking and Governance.
We will prepare and present to your Charities Investment Committee meetings a quarterly Investment market overview report.
We can help the employees of your Charity plan for their retirement creating individual tax effective financial roadmaps.

‘After a volatile investment year like 2022, where both Bonds and Equities moved downwards in unison, it highlights the needs for a trusted Advisor to regularly review the Charities Investment mandate and to advise the Board on asset allocation and flexible investment opportunities.’

Andrew Cree - Head of Charities at Imperius Wealth Ltd

What Our Clients Say About Us

Andrew has been my financial advisor for the past 3 years. Andrew is the consummate professional. He has taken considerable time to form a deep and precise understanding of my financial needs. All advice and discussions display an attention to detail and most importantly, an awareness of overall context. This thorough approach means that all decisions are taken with an eye to “all moving parts” and never taken in isolation. This has resulted in bespoke solutions which incorporate my attitude to risk and present and future financial requirements. Andrew always reponds promptly to any of my queries and takes the time to to both research and explain more complex financial issues. I have no hesitation in recommeding Andrew for clear, trustworthy and long -term financial guidance.

My experience with Mike Shannon and Imperius Wealth has been best in class. They are extremely professional and have provided me with excellent financial advise. Mike has been very receptive to my requirements and has proved to be a financial trusted advisor to me. He has introduced me to a suite of offerings on the Imperius platform that is extremely user friendly. I’m excited to work with Mike to achieve my long term retirement goals. He is always very accessible and would highly recommend anyone to engage Mike and Imperius Wealth to help them meet their LT financial goals.

I can strongly recommend Andrew Cree at Imperius Wealth for Retirement and Estate Planning Advice. In my dealings with Andrew, I found him to be a very helpful and a trusted adviser, who is willing to go the extra yard for his clients. He has strong product knowledge especially around Pension and Investment fund options. I speak regularly with Andrew on market insights which I find useful as he has guided me through the range of pension fund options helping me build a financial retirement plan which we have reviewed annually. It's great to have a financial roadmap in place and an adviser who is available to give me sound input on our financial options. At the end of the day dealing with Andy gives me great peace of mind.