Why You Can Trust Us

Every client's needs are unique and at Aspire Wealth Management we provide a fee-based independent financial planning service that recognises this.

Because we are fee-based and Authorised Advisors, we are not compromised by the need to promote financial products sold by particular banks, insurance companies or investment houses, nor do we manufacture financial product and then attempt to retail it onwards to our clients.

We adopt an educational approach with our clients directly and a collaborative approach with their accounting, tax and legal advisers. We do not seek to replace the specialist activities of other advisers in tax and legal issues but instead direct client consideration to certain points that may not be within the scope of their other advisers' areas of expertise. 

Our process involves challenging the client to think differently and our normal experience is that the initial drafting of the first financial plan involves the collation of particularly detailed information and its subsequent analysis. Accordingly, the generation of a bespoke financial plan can take several weeks and possibly months, depending on the complexity of the individual client circumstances. Thereafter, this plan is used as a point of reference for subsequent review meetings.

Unlike the clients of many advisers who operate on a commission-only basis, our clients are sometimes advised not to change anything at all within their financial portfolio. Having the integrity to take this stance is of paramount importance to us.

With over 34 years experience in financial services ranging from accountancy to IT strategy, stockbroking to pensions administration, and portfolio management to financial planning, we are ideally skilled to help any prospective client plan what is best for them in a personal and financial context.

We are continually upgrading our skillsets and are among a small group within Ireland that is at the top of the financial planning profession when it comes to being both technically adept and ever conscious of addressing our clients’ real needs. 

For a fuller understanding of how we may be able to help you, to see the type of work we have done for our clients and to read what our clients really think about us, just go to our Success Stories and Testimonials pages .

For further information you can ring us directly on 01-8455827  (+353 1 8455827 for international enquiries) or call to our offices at 207 New Street Mall, New Street, Malahide, Co. Dublin. For directions to our office just go here.

Alternatively to find out more about who we are, you can view my profile on LinkedIn.