Prudential Wealth Management Ltd – Who we are:
Prudential Wealth Management Ltd., was established by David Maher, ACII, QFA, RPA who has over 25 years’ experience in the Financial Services Industry. This time included working for one of the leading Insurance Companies in Ireland, before moving on to contribute to, as Life and Pensions Director, the growth and sale of a large Irish Brokerage. Prudential Wealth’s mission is to build better financial futures for our clients. We look to work with Professionals, Business Owners and Families who value a long term partnership approach to Financial Planning. We deliver a service that is both professional and personal, and one that is based upon the cornerstones of integrity and transparency
What we do:
Bespoke Financial Planning that includes Retirement and Investment Planning.
Guidance through the Mortgage process for First Time Buyer, Moving Property, Re-Mortgaging or investing in a Buy-to-Let property.
PERSONAL INSURANCE BROKING
Wide range of Protection Policies from Mortgage Protection cover to Income Protection.
BUSINESS INSURANCE BROKING
Keyman Insurance, Shareholder Insurance, Executive Income Protection.
How we do it:
Take the time to explore our Website and if you feel we can be a good match for your Financial Planning requirements, feel free to make contact for an initial discussion.