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W H I R E L A N D | TA L K I N G B U S I N E S S

WHIreland continues to expand its Poole wealth management services and appoints Sean O’Brien as Wealth Planner income targets, you can take the next steps

WHIreland

to meet your goals. For some individuals,

O’Brien as Wealth Planner to its Poole

maximising

pension

has

appointed

Sean

contributions

office as part of continuing plans to

should be the first step, utilising your

grow its holistic, advice led wealth

annual allowance to benefit fully from

management offering to existing and

tax relief is key.

new clients. Sean has over 13 years’

Also, check if you are

able to carry forward any unused annual

experience

allowance.

Once you have maximised

specifically in the advice sector for

any pension contributions other savings

the past 7 years within sales and

earmarked

managerial based roles.

considered.

for

retirement

should

be

in

financial

services,

Remember it is not just

pension plans that can fund retirement,

Sean holds the Diploma in Financial

in fact they may often be the final pot

Planning and is currently working

you

towards chartered status.

draw

upon

in

retirement

given

I specialise in advice for individuals in

the inheritance tax friendly nature of pension schemes.

all areas, whether for savings goals, Sean

will

be

providing

financial

growth of assets, retirement planning,

advice to existing and new clients

protection

Next steps

of

increasingly

planning. I look forward to providing

The right course of action for you will

complex financial landscape; helping

financial planning here at the Poole

depend on your individual circumstances

them plan to achieve their financial

branch and to increase our capacity

and objectives. Your financial planner can

goals. Commenting on his new role

to offer WHIreland’s services to more

take you through each of these steps to

at WHIreland, Sean said: “Following

individuals.”

ensure your retirement plans are on target

the withdrawal of advice in a large

and provide you the comfort of knowing

majority

building

Announcing the appointment, Head

your future plans are achievable. We work

society’s in recent years, added to a

of Wealth Planning at WHIreland,

with our clients up to and throughout

significant reduction in the numbers

Christy Morrison, said: “Retirement

retirement to simplify the complicated,

of qualified Advisers registered in the

and estate planning are key advice

take the stress out of retirement planning

UK it shouldn’t be surprising to see

areas for our clients, therefore it’s

and ensure you have the right investment

recent statistics that 43% of the public

vital we can offer tailored financial

strategy in place.

don’t know where to get Financial

planning solutions to complement

Advice. I believe it’s never been more

our discretionary investment services.

Please call the Poole office on 01202 974111

important

increasingly

We’re delighted to welcome Sean to

if you require advice or guidance in any

complicated financial landscape to

the team as a dedicated, local wealth

area of financial planning and the team will

have access to quality financial advice.

planner in our Poole office.”

WHIreland

of

in

an

banks

within

an

and

of

wealth

or

legacy

be delighted to help.

CALL

EMAIL

VISIT

01202 974111

pooleoffice@whirelandwm.com

www.whirelandwm.com

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H O U S E- M AG .C O.U K

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House & Lifestyle | 206  

Your free monthly property and lifestyle magazine in available in hundreds of outlets throughout Dorset & Hampshire.

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