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Wealth management

Maintaining your legacy.

Secure your financial future with plans to cover key concerns. No matter where you’re coming from, we’ll help you stay on track to where you want to be.

You may not be able to predict the future but, with the right partner, you can be prepared for whatever it may throw your way. Your portfolio should combine your unique ambitions with a proven approach designed to grow returns and reduce risks. You need a team that can be there with you through each phase of your investment progression. Our advisors know how to help you put your plans into practice and keep track of possible challenges, from the big picture to the smallest details.

Smarter decisions

Whether you are a business seeking smarter avenues of investment or an individual seeking to solidify your legacy, NFP’s experts can help you better understand and make proactive moves in the face of market conditions, contributions and the myriad other factors affecting what helps grow your allocated assets allocated.

Managing your portfolio

We are able to oversee your portfolio, aligning this to your goals and objectives. We monitor your investment performance to help improve your financial standing and implement robust and compelling strategies. These are designed to meet your objectives with minimal disruption. We regularly monitor the strategies we put in place together to help you get the most from your investments. 

Our services

Meet the wealth management team

Sinead Cullen
Sinead Cullen Head of Wealth and Financial Planning
Michael Halloran
Michael Halloran Senior Financial Planning Consultant
Barry Graham
Barry Graham Senior Financial Planning Consultant

Request a call back from one of our wealth management specialists

To discuss your requirements, fill out the form below and we will be in touch.