Today our team of advisers are visiting Boston Scientific in Galway. With over 3,500 staff, our team will be on site to answer any financial or tax questions. If you’re part of the Boston Scientific family make sure to drop by to see Richard Fitzgerald, QFA and Tax adviser. He’d be delighted to see you and answer any queries you have.
The Wealth Shop road show is going from strength to strength and more business clients are inviting us to work with their staff to give them all the financial advice they need. How can we help the staff at your company?
Check out our latest testimonial from The Hilton Hotel:
“I have worked with Catriona & the team at the Wealth Shop for the last six months. They have provided financial advice to my employees on both a group and one-to-one basis and tailored services to my teams’ individual needs.
Unlike other providers, their approach is objective & non-pushy. Many of my employees do not speak English as their first language and The Wealth Shop have shown great patience with those staff.
The majority of my team availed of on-site meetings, but the Wealth Shop can also accommodate meeting at their office in Santry.
I would recommend The Wealth Shop to other employers. The services they provide are particular relevant in these difficult times. I have found they are particularly resourceful at identifying cost-savings and tax-efficiencies. The service is free and we are rolling it out in all our hotels.”
On behalf of Hilton Hotels Ireland
Yvonne Brady
Area Human Resources Director
Check out our Taxmap service.
If you feel like you are paying too much tax or that you’re not getting all the allowances you are entitled to then talk to us. Our qualified tax advisers will:
If you’ve got questions about tax and tax returns then contact our tax advisers today. Call 1850 88 24 24.
The Wealth Shop are delighted to announce a new service. The guys at The Carphone Warehouse have kindly agreed to analyse all of our clients mobile, broadband and landline usage. As they work with all networks they can check what tarrif you are paying and if you can avail of savings relative to your individual needs. Whether pay as you go or bill pay they will review your entire phone bill or usage and advise you on an alternative tarrif or provider. To find out more about his new service please contact any of our advisers at The Wealth Shop on 1850 88 24 24.
The Wealth Shop has launched a brand new financial planning service called Wealthmap.
What is it? – think of it as your financial roadmap. You are assigned a personal financial adviser who will spend time with you to learn where you’re coming from and where you want to go. Then using expert knowledge your adviser will create a simple unbiased plan to get you to your destination quickly and safely.
If want to sort out your entire finances then this service is for you. For just €499 your personal financial adviser will review your current financial circumstances from start to finish.
As we are independent we can search the entire market to get you the best prices and the right products to suit your needs. We leave no stone unturned to make savings for you and give you all the advice you need on mortgages, investments, savings, pensions and protection products.
We take a holistic approach to helping you make the most of your money and give you one plan for your entire financial life.
What happens when you pay your €499? You will be assigned your own personal financial adviser who will work with you one to one throughout the whole financial planning process for a full 12 months. Your adviser will be available to you on the phone or email whenever you have a financial need.
We work on a project basis, so no hourly fees apply. We do all the research, make all the calls and process all your paperwork. We run, you relax – it’s that simple. And, because we’re independent we give you impartial advice with choice. Whatever your financial cirumstances, we can help.
To give your finances a make over call us today to order your Wealthmap. Call 1850 88 24 24 to find out more about this fantastic service. Just read some of our testimonials http://www.thewealthshop.com/testimonials.htm to check out what our clients think of our service.
The Wealth Shop team of financial advisers are hitting the road and making their way around the country with their financial services road show. They are visiting companies nationwide to deliver their “Money Savings Tips and Tax Advice” presentations to staff.
Senior Management and HR Managers throughout the country have invited The Wealth Shop team to deliver short presentations to help their staff manage their money better. These presentations are a resounding success as the team can show staff how to tighten the purse strings, get better value from financial products and get tax back without having a major shift in lifestyle.
Working with some of the largest firms in the country The Wealth Shop understand the stresses of having to cut hours, put a freeze on pay scales, stop bonus payments and cut overtime. If you are watching your budget and cutting costs in your company then contact The Wealth Shop team today.
By giving your staff access to independent financial advice you can boost morale, reduce financial stress in the workplace, reduce absenteeism and improve productivity. Importantly, you are doing something good for your staff without it affecting your bottom line.
To find out more about how The Wealth Shop can work with your staff please contact Louise today on 01-8527784. They’d be delighted to meet you and give your staff all the financial advice they need.
If you’re running your own financial services company and are looking to expand your services then why not contact The Wealth Shop today to find out more about our new Adviser Network. We’ll provide you with all the financial planning tools you need to get started. Call Louise on 01-8527784 to discuss this excellent opportunity for business development.