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Wealth Management

Financial planning is a professional service for individuals, their families, and businesses, who need objective assistance in organising their financial affairs. We work with individuals and companies to provide tailored financial advice services in helping them to achieve their financial and lifestyle objectives more readily. Our advisors have an extensive range of skills and experience that bring together actuarial, investment, pensions and protection expertise.

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The Wealth Management practice includes a number of services split between our individual and corporate offering provided by our Financial Planning team. Our clients at an individual level include company directors, senior executives, PAYE individuals and self-employed individuals.

Our financial consultants can also help companies to provide their employees with a better understanding of the benefits that are provided and how they interact with their financial needs and objectives. We can also address areas that can cause financial stress to your employees and give help and guidance on how to navigate these problem areas. Finally we can educate your employees on how to manage their finances effectively and in a stress-free way.

Explore these services in further detail

List of services our Financial Planning team provide
Individual Corporate
Financial Planning Executive Financial Planning
Full Financial Review Financial Wellness
Business Protection and Advisory Defined Contribution - Member Advice
  Financial advisor services for member option exercises
  Redundancy and Severance services

Key areas and services provided to our clients

  • Pre-retirement and post retirement planning and advice
  • Personal and family protection such as life cover, income protection/disability cover and serious illness cover
  • Savings and investment advice
  • Financial wellness
  • Inheritance tax cover and planning
  • Business protection and advisory services including Keyperson cover, co-directors’ cover and partnership protection

For personal advice and enquiries on any of these areas then please contact our Financial Planning Team today.

Our remuneration

Willis Towers Watson Life and Pensions Ltd (t/a Willis Towers Watson) acts as intermediary (Broker) between you, the consumer, and the product provider with whom we place your business. Cost transparency is at the core of everything that we do, with all fees and charges affecting your personal and pension assets being fully disclosed in advance i.e. prior to us recommending and/or arranging a product/service. The documents below in our downloads section provide an overview of our remuneration as well as a schedule of fees which contains a guidance note of all the fees and charges in relation to all products and services provided by Willis Towers Watson Life and Pensions Ltd. You will also find our Terms of Business and Privacy Notice statements below.

Footnote

Willis Towers Watson Life and Pensions Limited trading as Willis Towers Watson is regulated by the Central Bank of Ireland. Registered in Ireland number 129229.

Customer Information

Title File Type File Size
Our Wealth Management Services PDF 3.9 MB
Our Remuneration (Remuneration Cover Page) PDF .2 MB
Aviva PDF .1 MB
Aviva (Friends First) PDF .1 MB
Irish Life PDF .1 MB
Irish Life Stepping Stones PDF .1 MB
New Ireland PDF .1 MB
Royal London PDF .1 MB
Standard Life PDF .1 MB
Zurich Life PDF .1 MB
Investment Article 3/MIFID Providers (Structured Products) PDF .1 MB
Schedule of Fees & Charges PDF .1 MB
Terms of Business Agreement PDF .1 MB
Privacy Notice for Willis Towers Watson Life and Pensions Ltd. PDF .1 MB

Related Solutions

Wellbeing
Pension Board and Trustee Consulting
Corporate Pensions Consulting
Pensions Risk Solutions
Pensions Technology

Related Services

Redundancy and Severance services – advice and support for employers

Redundancy and severance programmes can be challenging for all parties. We have developed expertise to assist our clients with all aspects of these programmes.
Financial Wellness

Willis Towers Watson helps clients unlock the business value of employee wellbeing, boosting the effectiveness of financial wellbeing initiatives, engaging employees, and improving their performance and productivity.
Executive Financial Planning

With many years of experience in providing personal financial planning advice we work with companies to provide tailored financial advice services to their senior executives. We offer tiered levels of service and our advisors have an extensive range of skills and experience that bring together actuarial, investment, pensions and protection expertise.
Defined Contribution - Member Advice

With the number of members retiring from defined contribution schemes on the increase and complex range of options available to members Willis Towers Watson has advisors who can provide impartial, conflict free advice and support with the establishment of retirement annuities or Approved Retirement Fund policies.
Financial advisor services for member option exercises

As more defined benefit pension schemes sponsors are running member benefit exercises our team of qualified advisors and nationwide office network means that we have the depth of resources to service the largest exercises and support members with impartial, conflict free advice.
Individual Financial Planning

Willis Towers Watson’s Financial Planning teams aim is to build, enhance and protect the financial wellbeing of our clients and their families.
Individual Financial Review

We work with our clients and their families to create a financial roadmap towards achieving their financial goals, long term financial freedom and most importantly, peace of mind. A full review of your financial situation should be a starting point.
Business Protection and Advisory

Protecting your business and ensuring its survival can extend beyond taking out liability insurance and just insuring the premises and contents. With employees, partners and directors being valued and powerful assets to any business it is important to protect against the financial and operational loss such risks entail.
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