Outsourced Financial Planning Services

A significant challenge we have faced in our business in recent years has been in meeting an increasing demand from professional advisers, who have sought out our expertise to assist in consulting on clients with more complex circumstances.

Given this increasing demand, and as PortfolioMetrix is not authorised to advise end investors, we have decided to reorganise our business in order to clearly delineate the different services that we provide.

Global Wealth can trace its roots back to January 2008 when I first established a fee-only Financial Planning Consultancy. In recent years, I have found more of my own time devoted to consulting, as professional advisers have sought to leverage our expertise and credentials. To meet the increasing demand, from 1st October 2019 I am moving fulltime to providing consulting services in Global Wealth. Mark Bradley will take over the helm of PortfolioMetrix in Ireland.

Global Wealth will provide an Outsourced Fee-only Financial Planning advice service to the clients of Professional Advisers such as Solicitors, Accountants, Tax Consultants and Select Financial Advisers.

Bringing considerable experience from the UK, I quickly established my credentials as a leading consultant in Ireland on matters pertaining to global capital markets, custodian services and investment fund taxation matters.

As a result, in addition to establishing the successful relationship with PortfolioMetrix, I have also been able to claim many significant firsts in Ireland; the first firm to invest with Dimensional Fund Advisers, one of the first advisers to complete the Certified Financial Planner qualification and a founder of the Society of Financial Planners in Ireland.

I have always worked closely supporting leading Financial Advisers to solve problems for their clients and aim to be seen by many as the go-to resource for financial advisers and their clients considering a complex investment decision.

Our service is intended to fill a gap in the market, meeting a need for specialist consultancy for the occasional client whose needs may be more complex or may fall outside of a professional adviser’s usual sphere of advice.

Recent examples of matters we have been asked to consult on have included,

·        Irish Resident and non-domiciled investment portfolios

·        Establishing Family Partnerships

·        Consulting on cross-border Defined Benefit pension transfers

·        Complex Tax considerations when investing in an Irish context.

With this in mind, we are also delighted to announce another first for the Republic of Ireland, the Chartered Insurance Institute (CII) in the UK has awarded the prestigious ‘Corporate Chartered Financial Planners’ status to Global Wealth, the first and only such award to a business in the Republic of Ireland. Worldwide to date, just over 700 firms have achieved Chartered Financial Planner status, indicating that this is a highly credible endorsement of our consulting capability in financial planning.

If you would like to find out more about how Global Wealth can help you in delivering expert solutions to meet the complex needs of your clients, please contact me at [email protected]