Wealth Management & Protection /
A holistic approach to wealth management
Nobody knows what the future holds, but planning for it can remove some of the uncertainty. Making a carefully considered investment in your future is essential for your peace of mind now.
There’s much more to future planning than simply pensions – you also have to consider everything form estate planning to life assurance, and from employee benefit strategies to profit extraction for business owners.
McInerney Saunders take a holistic approach to wealth management. We consider your current situation, what you can afford and what you want to achieve in the years to come.
Bringing together the skills of our qualified advisers – supported by our dedicated taxation and corporate finance specialists – we can offer confidential, impartial advice that specifically addresses your needs and those of your family and employees.
We work with you to determine your risk appetite, and we identify opportunities within those parameters that make sense for you. We also make the best use of current legislation to design a strategy that meets your investment objectives.
Our advice is 100% independent – our sole priority is you.
Our Wealth management services include:
- Estate planning
- Mortgage finance and protection
- Employee benefit solutions
- Shareholder protection
- Profit extraction
- Exit strategies
- Life Assurance & Illness Protection