Imperius Wealth
Dublin, Dublin
(4)
Dublin, Dublin
(4)
We are personal financial planners. With our client’s best outcome always at the heart of our process, we strive to fully understand individual needs and align our interests with theirs. In a bid to optimise the financial decisions of our clients we provide tailored propositions at an individual level.
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4 customer reviews
Nikki Nim
Be very careful about using this company. I got totally burned by them. Also turns out that whilst they are FSPO regulated they get around any liability by using a non regulated company. In my case they signed everything as GA Man Ltd. Check all your financial agreements carefully! I have had a terrible experience with them so don’t recommend anyone uses them, if it’s too late check that they haven’t done the same to you. Also worth pointing out that they’ve changed company multiple times in the last few years. Buyer beware.... More...
Reviewed on Facebook
Jason O'Connell
For all family finance matters speak to highly qualified and experienced planners.
Reviewed on Facebook
Cat Wright
Having recently moved to the UAE, I reached out for help and was referred to Paul by a colleague.
Paul went above and beyond what I expected of him and I would happily recommend.
I found our meetings enlightening and I was made aware of so many things that are important for expats to know. I would liken the advice given to what I was used to in the UK.
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Reviewed on Facebook
Cat Wright
Having recently moved to the UAE, I reached out for help and was referred to Paul by a colleague.
Reviewed on Facebook
What do you love most about your job?
A financial planner is a strategist, wealth adviser, project manager, counsellor. mentor, risk assessor, voice of reason, critical friend, coach, sounding board - the right financial planner can be one of the most important people in your life.
Being a financial planner is a big responsibly and privilege.
What inspired you to start your own business?
To take control of my own professional destiny helping clients to take control of their dreams, aspiration and financial security
Why should our clients choose you?
Working with us is not for every client. We work best clients who are motivated, value professional advice, are keen to learn how to improve their financial journey to retirement and beyond.
Retirement planning
Creating a road map to a comfortable and sustainable retirement
Estate planning
Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimising gift, estate, generation skipping transfer, and income tax
UK Pension transfer
Investigating and assessing the appropriateness of transferring UK pensions to Ireland, utilising cashflow modelling, covering both UK and Irish pension assets and how they integrate on a cross boarder basis.
