About Aspire Wealth Management
Aspire Wealth Management is one of Ireland’s leading fee based personal financial planners and is based in Malahide, Co. Dublin. Our area of expertise covers Investment, Retirement Planning, Personal and Business Protection, Estate Planning, Divorce and Widow advisory services, and second opinion reviews.
We also have extensive experience in dealing with 2nd and 3rd inter-generational family and business wealth related Financial planning.
Experience and Expertise Counts In Financial Advice
When selecting a financial advisor you need to be sure that they know more than just financial products. A key element is the experience in real life situations and their ability to ensure that whatever financial plan or financial product they recommend is totally suitable to your own circumstances. Our recommendations are based on providing wide ranging solutions to a diverse client bank of age, personalities, tax requirements as well as family and business circumstances.
And with every client, the only point of view that matters is our clients. And, of course, how we can help them meet their goals and aspirations.
And We Keep Up To Date
Examinations don’t guarantee great advice but they do however provide a benchmark to compare one adviser with another. Like many of the professionals we advise we are continually upgrading our professional skills and qualifications which, in turn, ensures that our client offering continues to be among the best available in Ireland.
Eamon Porter is one of Ireland’s leading financial planners with over 30 years’ experience. This includes a career involving two leading insurance companies and a stockbroker, before setting up his own business as a financial planner.
Eamon advises on a wide range of financial issues including investments, retirement planning, efficient tax planning and protection arrangements.
He also acts as an Expert Witness for both plaintiffs and defendants in legal actions concerning negligent or reckless financial advice.
Client Portfolio Manager
Robert brings 15 years of experience to the position, ten of these in Wealth Management. This includes a career involving securities dealing with Bank of Ireland, pension’s roles with a global US Insurer, and being a support manager with a leading UK Wealth Manager.
Robert supervises the smooth operation of our governance and administration processes, oversees our compliance obligations framework and is actively involved in the strategic development of the company.
Find Out How We Can Help You Improve Your Own Financial Life
Improve your financial future by arranging a call back or online meeting.
Simply book yourself into an appointment at one of our available times.