Regulatory Status

We are approved by the Central Bank of Ireland as an Authorised Advisor, and to undertake Insurance Mediation (Registration Number C36565). The actual authorisations from the regulator can be viewed below. The Central Bank of Ireland is the successor to the “Financial Regulator” and the “Irish Financial Services Regulatory Authority” which were then the names for the formal regulator when our authorisations were issued historically.

Link to Aspire Wealth Management's Statement of Authorised Status Link to Aspire Wealth Management's Certificate of Registration on the Insurance Mediation Register

These statements are the technical stuff that we are required to impart to our clients before we give advice on any regulated financial service or product. What this means to our clients is that we are authorised to advise on all retail financial products, even those that we do not hold agencies for. From our clients perspective, they can be sure that they are getting the full extent of any independent advice they need. This is unlike many other advisors that can only advise on products for which they hold agencies for and, as such, are unable to give broad based advice.

As part of our regulatory requirements we are members of the Investor Compensation Company Limited which entitles our clients to coverage under a regulatory scheme up to an amount of €20,000 in the event we were to go out of business and cannot return your investment instrument (more commonly referred to as company shares, investment based life assurance policies or tracker bonds) or money if it should not be invested on your behalf. Full details can be obtained by downloading the ICCL Investor Guide at http://www.investorcompensation.ie/publications.php.

 

 

 

Eamon Porter, trading as Aspire Wealth Management, is regulated by the Central Bank of Ireland.

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