Financial planning and private wealth

Mercer financial planning and private wealth

Take advantage of every opportunity to get ahead. Mercer Private Wealth delivers financial planning that could help make all the difference to your tomorrow. We put your financial well-being and future security first.
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We put your financial well-being and future security first

Financial planning is the foundation for your entire financial journey that connects all the components of a comprehensive wealth management plan, including protection, investments, estate planning and retirement funding. We put your financial well-being and future security first. Our team of professionally qualified financial consultants works closely with you and your other professional advisors to ensure any investments and plans we may propose reflect your personal objectives.
  • Needs based
    We listen to uncover your financial goals and consider all your wealth management needs, from lifestyle to retirement.
  • Long-term focus
    We provide a long-term strategy to assist you with achieving your financial life goals.
  • Geared towards growth
    We help you preserve and grow your wealth in line with your financial plan.

      Innovative financial planning solutions

      When it comes to personal financial planning, we know that there is simply nothing more important than protecting yourself and your family and preserving and growing your wealth. Whether you are interested in arranging life and income protection cover or a review of your investment or retirement funding needs, our expert financial planners take the time to listen to you. By understanding your personal and business objectives, we can ensure that you protect what is important and help to achieve your investment goals and future income ambitions.

      We deliver innovative solutions efficiently and effectively while giving you peace of mind and providing security in times of uncertainty. Above all, we classify ourselves as “financial planners.” We have access to insurance products, a broad range of fund options, tax structures, cash-flow modelling and administration platforms that enable us to create a financial plan that gets you where you want to be.

      Financial Planning

      What is personal financial planning?

      Financial planning is a long-term approach to managing your finances. We strive to build strong, enduring relationships, and we understand that each client is unique. Your financial plans are not set in stone, and as we continue to build on our relationship with you, we will update and amend them as circumstances change. We know life does not always go according to plan and that, at different times, you may face the unexpected. However, making the most of what you have now and planning ahead will give you and your family peace of mind today and in the future. Put simply, we help people like you find the answers to your important financial questions. Drawing on our broad industry knowledge, we work with you to build a solution that is the perfect fit. The areas of planning we can help you with are outlined below.
      We listen to uncover your financial goals and consider all your wealth management needs, from lifestyle to retirement. Put simply, we help people like you find the answers to your important financial questions.
      Caitriona MacGuinness

      Head of Private Wealth and Financial Planning

      Start preparing for your financial future today

      Making more informed decisions can result in brighter outcomes for you and your loved ones, leading to greater security, new opportunities and more financial freedom.
      •
        Personal and business protection
        We all know life can be unpredictable. That’s why we work with you to tailor a plan to protect against financial problems that follow serious illness or death.
      • Retirement planning
        Regardless of where you are in your career, we can put a plan in place to help you navigate your journey to retirement. Our goal is to help you retire with ease.
      • Savings and investment
        Successful investment requires expert advice. Understanding your needs and aspirations allows us to help you explore a range of investment options to find the right fit.
      • Estate and succession planning
        We can provide advice to ensure you protect your wealth and leave a meaningful legacy for your family or support the causes and people that mean the most to you.
      • Private Wealth
        Having a robust financial plan in place is the cornerstone to enjoying the life you want to live. Mercer Private Wealth will create a personalised lifetime financial plan that will help support you through life’s journey.
      • Executive financial planning
        Everyone should have a plan for their financial future, but financial planning for senior executives can be particularly complex. Mercer can help by providing a comprehensive financial planning service.
      We put your financial well-being and future security first

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        Footnotes

        Please click here for important regulatory and privacy information.
        Mercer (Ireland) Limited, trading as Mercer, is regulated by the Central Bank of Ireland.

        We’re here to help

        Whether you are starting a new job, need help with savings and investments, or planning for your retirement, we can help. Simply fill out the form below and we will be in touch to arrange an appointment with a financial advisor.